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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
153,855
shares
|
$7.79 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
153,562
shares
|
$7.77 Million
0.02% of portfolio
|
Q4 2024
Added 19.29%
|
|
|
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%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
150,905
shares
|
$7.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
149,001
shares
|
$7.54 Million
0.36% of portfolio
|
Q4 2024
Added 45.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
146,067
shares
|
$7.39 Million
0.56% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
145,076
shares
|
$7.34 Million
0.01% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
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%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
141,333
shares
|
$7.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
134,194
shares
|
$6.79 Million
4.05% of portfolio
|
Q4 2024
Reduced 29.67%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
133,595
shares
|
$6.76 Million
2.19% of portfolio
|
Q4 2024
Reduced 30.23%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
132,692
shares
|
$6.72 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
128,519
shares
|
$6.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
127,337
shares
|
$6.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
123,099
shares
|
$6.23 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
113,487
shares
|
$5.74 Million
0.7% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
112,287
shares
|
$5.68 Million
0.03% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
111,781
shares
|
$5.66 Million
0.98% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
106,809
shares
|
$5.41 Million
1.7% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
106,740
shares
|
$5.4 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
106,158
shares
|
$5.37 Million
0.43% of portfolio
|
Q4 2024
Added 27.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
101,993
shares
|
$5.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
101,530
shares
|
$5.14 Million
2.59% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
96,275
shares
|
$4.87 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
95,224
shares
|
$4.82 Million
2.17% of portfolio
|
Q4 2024
New holding
|