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 408 institutions that hold shares in the stock, with a total of 84.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
198,542
shares
|
$10.1 Million
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
198,274
shares
|
$10 Million
3.09% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
195,450
shares
|
$9.9 Million
2.36% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
191,485
shares
|
$9.69 Million
2.99% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
190,817
shares
|
$9.66 Million
5.82% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.47 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
179,649
shares
|
$9.1 Million
0.0% of portfolio
|
Q3 2024
Added 21.21%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
175,000
shares
|
$8.86 Million
3.92% of portfolio
|
Q4 2024
Added 32.02%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
174,882
shares
|
$8.85 Million
4.73% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
170,734
shares
|
$8.64 Million
0.26% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
168,601
shares
|
$8.54 Million
0.02% of portfolio
|
Q3 2024
Added 38.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
165,611
shares
|
$8.38 Million
0.0% of portfolio
|
Q3 2024
Added 442.4%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
164,759
shares
|
$8.34 Million
1.32% of portfolio
|
Q4 2024
Added 146.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
164,055
shares
|
$8.31 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
163,498
shares
|
$8.28 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
159,604
shares
|
$8.08 Million
3.53% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
156,182
shares
|
$7.91 Million
0.88% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
150,963
shares
|
$7.64 Million
4.11% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
147,737
shares
|
$7.48 Million
0.01% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
145,855
shares
|
$7.38 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
145,555
shares
|
$7.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
144,030
shares
|
$7.29 Million
2.55% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
143,986
shares
|
$7.29 Million
2.33% of portfolio
|
Q3 2024
Reduced 44.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
136,924
shares
|
$6.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
130,484
shares
|
$6.61 Million
0.0% of portfolio
|
Q3 2024
Added 39.26%
|