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 420 institutions that hold shares in the stock, with a total of 85.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,271,599
shares
|
$317 Million
0.03% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
3,979,012
shares
|
$201 Million
0.01% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,574,524
shares
|
$181 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,161,489
shares
|
$160 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,035,153
shares
|
$103 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,630,195
shares
|
$82.4 Million
0.13% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,600,189
shares
|
$80.9 Million
7.11% of portfolio
|
Q4 2024
Added 878.72%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,515,103
shares
|
$76.6 Million
0.21% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,479,294
shares
|
$74.8 Million
5.1% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,462,316
shares
|
$73.9 Million
10.38% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$72.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,370,311
shares
|
$69.3 Million
0.12% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,221,163
shares
|
$61.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,217,833
shares
|
$61.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,217,104
shares
|
$61.5 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
|
$61.1 Million
1.54% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,197,997
shares
|
$60.5 Million
3.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,181,966
shares
|
$59.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
887,384
shares
|
$44.8 Million
3.84% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
886,901
shares
|
$44.8 Million
1.58% of portfolio
|
Q4 2024
Added 21.96%
|