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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
31,583
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
29,876
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
29,807
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
29,722
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
29,330
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
28,473
shares
|
$1.44 Million
0.94% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
26,071
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,408
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
25,080
shares
|
$1.27 Million
0.91% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
25,021
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,003
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
24,716
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Added 33.99%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
24,686
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,564
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
23,083
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,881
shares
|
$1.16 Million
0.88% of portfolio
|
Q4 2024
Reduced 72.86%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
22,656
shares
|
$1.15 Million
0.2% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
22,654
shares
|
$1.15 Million
0.8% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,515
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,485
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,439
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,838
shares
|
$1.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
21,672
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
21,252
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,974
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.62%
|