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 410 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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
18,679
shares
|
$945,157
0.1% of portfolio
|
Q3 2024
Added 28.19%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
18,666
shares
|
$944,499
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,449
shares
|
$933,519
0.07% of portfolio
|
Q4 2023
Added 328.95%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
18,387
shares
|
$930,382
0.13% of portfolio
|
Q3 2024
Reduced 31.19%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
18,217
shares
|
$921,780
0.38% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
18,111
shares
|
$916,416
0.49% of portfolio
|
Q1 2024
Reduced 43.23%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
18,100
shares
|
$915,860
0.29% of portfolio
|
Q3 2024
Reduced 31.15%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
17,767
shares
|
$899,010
0.78% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$894,658
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
17,607
shares
|
$890,914
0.51% of portfolio
|
Q3 2024
Reduced 49.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
17,304
shares
|
$875,582
0.01% of portfolio
|
Q3 2024
Added 24.33%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
17,302
shares
|
$875,481
0.0% of portfolio
|
Q3 2024
Reduced 47.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
17,221
shares
|
$871,382
0.04% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
16,868
shares
|
$853,520
0.0% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
16,822
shares
|
$851,193
0.37% of portfolio
|
Q2 2024
Reduced 15.75%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,659
shares
|
$842,945
0.42% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
16,177
shares
|
$818,556
0.04% of portfolio
|
Q3 2024
Reduced 25.74%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,105
shares
|
$814,913
0.13% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
15,782
shares
|
$798,569
0.39% of portfolio
|
Q3 2024
Added 186.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,617
shares
|
$790,220
0.02% of portfolio
|
Q3 2024
Reduced 36.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
15,164
shares
|
$767,298
0.05% of portfolio
|
Q3 2024
Reduced 54.57%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
15,137
shares
|
$765,932
0.37% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,048
shares
|
$761,428
0.33% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
14,885
shares
|
$753,181
0.07% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
14,745
shares
|
$746,097
0.6% of portfolio
|
Q3 2024
Added 41.21%
|