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 445 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
873,019
shares
|
$44.2 Million
14.22% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
867,331
shares
|
$43.9 Million
3.58% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
813,845
shares
|
$41.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
799,596
shares
|
$40.5 Million
9.18% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
790,231
shares
|
$40 Million
0.1% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
772,718
shares
|
$39.1 Million
0.04% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
718,491
shares
|
$36.4 Million
0.01% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
687,900
shares
|
$34.8 Million
0.05% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
650,880
shares
|
$32.9 Million
1.59% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
649,654
shares
|
$32.9 Million
9.17% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Stash Investments, LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
628,144
shares
|
$31.8 Million
17.9% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
618,863
shares
|
$31.3 Million
34.27% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
616,781
shares
|
$31.2 Million
6.39% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
593,405
shares
|
$30 Million
2.36% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
591,221
shares
|
$29.9 Million
0.81% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
587,357
shares
|
$29.7 Million
1.02% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
533,271
shares
|
$27 Million
1.77% of portfolio
|
Q4 2023
Reduced 16.73%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
525,981
shares
|
$26.6 Million
1.39% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
491,320
shares
|
$24.9 Million
6.93% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
485,129
shares
|
$24.6 Million
0.53% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
484,387
shares
|
$24.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
476,816
shares
|
$24.1 Million
8.21% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
473,749
shares
|
$24 Million
0.29% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
458,831
shares
|
$23.2 Million
4.25% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
457,140
shares
|
$23.1 Million
3.68% of portfolio
|
Q4 2024
Added 2.61%
|