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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
63,454
shares
|
$3.21 Million
1.96% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
63,082
shares
|
$3.19 Million
0.45% of portfolio
|
Q4 2024
Added 177.36%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
62,752
shares
|
$3.17 Million
2.45% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
62,447
shares
|
$3.16 Million
0.52% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
62,413
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,177
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.32%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
61,224
shares
|
$3.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
60,537
shares
|
$3.06 Million
0.12% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
59,868
shares
|
$3.03 Million
2.66% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
58,793
shares
|
$2.97 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.83 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52,520
shares
|
$2.65 Million
0.69% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
51,250
shares
|
$2.59 Million
0.21% of portfolio
|
Q4 2024
Added 250.86%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
50,953
shares
|
$2.58 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
49,803
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2023
Added 18.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
48,931
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
Added 210.38%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
48,589
shares
|
$2.46 Million
0.57% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
48,471
shares
|
$2.45 Million
0.57% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
47,960
shares
|
$2.42 Million
0.23% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
47,716
shares
|
$2.41 Million
1.33% of portfolio
|
Q4 2024
Added 111.16%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
47,277
shares
|
$2.39 Million
0.56% of portfolio
|
Q4 2022
Added 69.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
46,906
shares
|
$2.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
46,304
shares
|
$2.34 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
45,398
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
43,741
shares
|
$2.21 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.6%
|