Institutional Ownership Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
136,924
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
134,194
shares
|
$6.78 Million
4.05% of portfolio
|
Q4 2024
Reduced 29.67%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
133,595
shares
|
$6.75 Million
2.19% of portfolio
|
Q4 2024
Reduced 30.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
130,484
shares
|
$6.59 Million
0.0% of portfolio
|
Q3 2024
Added 39.26%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
129,392
shares
|
$6.54 Million
0.47% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
128,960
shares
|
$6.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
128,729
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Added 134.7%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
123,099
shares
|
$6.22 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
112,100
shares
|
$5.67 Million
0.18% of portfolio
|
Q3 2024
Added 30.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
111,876
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.2%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
111,781
shares
|
$5.65 Million
0.98% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
106,740
shares
|
$5.39 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
106,526
shares
|
$5.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 46.41%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
105,167
shares
|
$5.32 Million
1.84% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
102,323
shares
|
$5.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
101,530
shares
|
$5.13 Million
2.59% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
100,877
shares
|
$5.1 Million
3.87% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
98,366
shares
|
$4.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
96,983
shares
|
$4.9 Million
1.0% of portfolio
|
Q3 2024
Added 139.05%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
96,275
shares
|
$4.87 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
95,714
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2024
Added 137.99%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
95,224
shares
|
$4.81 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
95,016
shares
|
$4.8 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
92,978
shares
|
$4.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
91,932
shares
|
$4.65 Million
4.16% of portfolio
|
Q4 2024
New holding
|