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 448 institutions that hold shares in the stock, with a total of 84.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,196,325
shares
|
$314 Million
0.03% of portfolio
|
Q1 2024
Reduced 32.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
5,065,089
shares
|
$257 Million
0.14% of portfolio
|
Q1 2024
Reduced 53.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,538,269
shares
|
$230 Million
0.02% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,739,381
shares
|
$190 Million
0.05% of portfolio
|
Q1 2024
Reduced 14.42%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,156,068
shares
|
$160 Million
0.06% of portfolio
|
Q1 2024
Reduced 89.1%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 06, 2024 Q1 2024 |
1,956,740
shares
|
$99.2 Million
14.29% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,778,274
shares
|
$90.2 Million
0.22% of portfolio
|
Q1 2024
Added 160.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,770,621
shares
|
$89.8 Million
0.14% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85.3 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
1,573,643
shares
|
$79.8 Million
5.83% of portfolio
|
Q1 2024
Added 7.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,541,500
shares
|
$78.2 Million
0.12% of portfolio
|
Q4 2023
Added 54.78%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,404,657
shares
|
$71.2 Million
0.23% of portfolio
|
Q1 2024
Added 37.84%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,394,738
shares
|
$70.7 Million
0.15% of portfolio
|
Q1 2024
Added 8.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,371,556
shares
|
$69.5 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,337,828
shares
|
$67.8 Million
0.26% of portfolio
|
Q1 2024
Reduced 12.24%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
1,333,970
shares
|
$67.6 Million
9.92% of portfolio
|
Q1 2024
Added 6.27%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
1,248,765
shares
|
$63.3 Million
0.83% of portfolio
|
Q1 2024
Reduced 9.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,160,612
shares
|
$58.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 25, 2024 Q1 2024 |
1,136,447
shares
|
$57.6 Million
38.63% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,071,929
shares
|
$54.3 Million
0.13% of portfolio
|
Q1 2024
Reduced 73.07%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$53.1 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
1,001,368
shares
|
$50.8 Million
1.46% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
976,214
shares
|
$49.5 Million
2.82% of portfolio
|
Q1 2024
Added 3.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
967,516
shares
|
$49.1 Million
0.66% of portfolio
|
Q1 2024
Reduced 11.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
938,753
shares
|
$47.6 Million
4.46% of portfolio
|
Q1 2024
Reduced 23.06%
|
|