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 438 institutions that hold shares in the stock, with a total of 87.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,541,758
shares
|
$331 Million
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,248,282
shares
|
$317 Million
0.13% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,870,202
shares
|
$196 Million
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,620,521
shares
|
$133 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,266,700
shares
|
$115 Million
0.18% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,230,627
shares
|
$113 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,813,204
shares
|
$91.9 Million
5.99% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85.2 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,629,601
shares
|
$82.6 Million
13.67% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,625,663
shares
|
$82.4 Million
0.14% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,496,267
shares
|
$75.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$73.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,431,474
shares
|
$72.5 Million
9.87% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,276,388
shares
|
$64.7 Million
3.33% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,267,484
shares
|
$64.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,266,068
shares
|
$64.1 Million
0.39% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,247,275
shares
|
$63.2 Million
0.01% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,227,299
shares
|
$62.2 Million
1.73% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,222,045
shares
|
$61.9 Million
0.21% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,192,151
shares
|
$60.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
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%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
978,351
shares
|
$49.6 Million
11.63% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
958,599
shares
|
$48.6 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
876,266
shares
|
$44.4 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
868,303
shares
|
$44 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.73%
|