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 424 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
91,656
shares
|
$4.64 Million
0.03% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
90,443
shares
|
$4.57 Million
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
89,420
shares
|
$4.52 Million
2.42% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
85,535
shares
|
$4.33 Million
1.38% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
85,502
shares
|
$4.32 Million
0.66% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
85,003
shares
|
$4.3 Million
0.62% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
83,253
shares
|
$4.21 Million
0.02% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
83,044
shares
|
$4.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
82,807
shares
|
$4.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
79,051
shares
|
$4 Million
3.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
78,770
shares
|
$3.98 Million
3.66% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
76,676
shares
|
$3.88 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
76,379
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,571
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
71,561
shares
|
$3.62 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
70,540
shares
|
$3.57 Million
0.3% of portfolio
|
Q4 2024
Reduced 86.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
70,345
shares
|
$3.56 Million
0.09% of portfolio
|
Q4 2024
Added 133.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
68,660
shares
|
$3.47 Million
0.15% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
68,383
shares
|
$3.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
67,493
shares
|
$3.41 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
66,086
shares
|
$3.34 Million
1.64% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
65,960
shares
|
$3.34 Million
0.36% of portfolio
|
Q4 2024
Added 65.76%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
65,107
shares
|
$3.29 Million
0.81% of portfolio
|
Q2 2024
Added 8.57%
|