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 |
|---|---|---|---|---|---|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
59,868
shares
|
$3.03 Million
2.66% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
58,793
shares
|
$2.98 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.84 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
52,719
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52,520
shares
|
$2.66 Million
0.69% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
52,046
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2024
Added 54.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
50,787
shares
|
$2.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
49,803
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2023
Added 18.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
48,931
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Added 210.38%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
48,589
shares
|
$2.46 Million
0.57% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
48,471
shares
|
$2.45 Million
0.57% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
47,960
shares
|
$2.43 Million
0.23% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
47,716
shares
|
$2.42 Million
1.33% of portfolio
|
Q4 2024
Added 111.16%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
47,277
shares
|
$2.39 Million
0.56% of portfolio
|
Q4 2022
Added 69.08%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
46,304
shares
|
$2.34 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
43,741
shares
|
$2.21 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
43,361
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
42,603
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.59%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
42,554
shares
|
$2.15 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
42,524
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
41,734
shares
|
$2.11 Million
0.87% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
41,624
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.21%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
41,547
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2024
Added 19.76%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
41,143
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
40,670
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 385.96%
|