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 439 institutions that hold shares in the stock, with a total of 87.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,536,828
shares
|
$331 Million
0.03% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,273,176
shares
|
$267 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,802,924
shares
|
$192 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,797,078
shares
|
$142 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,645,903
shares
|
$134 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,825,400
shares
|
$92.4 Million
0.15% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,706,728
shares
|
$86.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85.1 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,629,601
shares
|
$82.5 Million
13.67% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,600,189
shares
|
$81 Million
7.11% of portfolio
|
Q4 2024
Added 878.72%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,570,323
shares
|
$79.5 Million
5.3% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,515,103
shares
|
$76.7 Million
0.21% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,462,316
shares
|
$74 Million
10.38% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,451,618
shares
|
$73.5 Million
0.13% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$73 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,276,388
shares
|
$64.6 Million
3.33% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,222,045
shares
|
$61.8 Million
0.21% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,217,104
shares
|
$61.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
1,208,755
shares
|
$61.2 Million
1.54% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,181,966
shares
|
$59.8 Million
0.02% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,048,451
shares
|
$53.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$53 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
965,202
shares
|
$48.8 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
907,869
shares
|
$45.9 Million
0.26% of portfolio
|
Q4 2024
Added 99.4%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
876,266
shares
|
$44.3 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.2%
|