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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
49,803
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2023
Added 18.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
49,738
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
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%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
47,716
shares
|
$2.41 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%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
47,212
shares
|
$2.39 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
46,906
shares
|
$2.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
46,304
shares
|
$2.34 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
45,711
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2024
Added 44.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
45,398
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
45,105
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Added 47.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
43,893
shares
|
$2.22 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
41,624
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.21%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
41,247
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Added 47.29%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
41,105
shares
|
$2.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
40,100
shares
|
$2.03 Million
0.62% of portfolio
|
Q4 2024
Added 76.58%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
39,702
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
39,610
shares
|
$2 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
39,182
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
37,452
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
37,222
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
36,380
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.83%
|