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 446 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
22,654
shares
|
$1.15 Million
0.8% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,439
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
22,007
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,838
shares
|
$1.11 Million
0.78% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
21,672
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
21,252
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.37%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
20,810
shares
|
$1.05 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
20,216
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
19,894
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
19,220
shares
|
$973,493
0.56% of portfolio
|
Q1 2024
Reduced 13.31%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
19,174
shares
|
$971,163
0.2% of portfolio
|
Q4 2024
Added 243.99%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
19,174
shares
|
$971,163
0.18% of portfolio
|
Q4 2024
Added 243.99%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
18,930
shares
|
$958,804
0.82% of portfolio
|
Q4 2024
Added 28.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
18,777
shares
|
$951,055
0.01% of portfolio
|
Q4 2024
Reduced 17.41%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
18,650
shares
|
$944,622
0.25% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,449
shares
|
$934,441
0.07% of portfolio
|
Q4 2023
Added 328.95%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
18,388
shares
|
$931,352
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
18,325
shares
|
$928,161
0.07% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
18,255
shares
|
$924,615
0.48% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
18,111
shares
|
$917,322
0.49% of portfolio
|
Q1 2024
Reduced 43.23%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
17,962
shares
|
$909,775
0.11% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
17,909
shares
|
$907,090
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$895,542
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
16,881
shares
|
$855,022
0.36% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
16,804
shares
|
$851,122
0.09% of portfolio
|
Q3 2024
Reduced 1.2%
|