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 |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,659
shares
|
$843,778
0.42% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
16,590
shares
|
$840,283
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
16,322
shares
|
$826,709
0.13% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
15,897
shares
|
$805,183
0.16% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
15,888
shares
|
$804,727
0.38% of portfolio
|
Q4 2024
Added 177.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,746
shares
|
$797,534
0.03% of portfolio
|
Q4 2024
Added 20.45%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,345
shares
|
$777,224
0.02% of portfolio
|
Q4 2024
Added 64.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,343
shares
|
$777,122
0.08% of portfolio
|
Q4 2024
Reduced 56.45%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
15,177
shares
|
$768,715
0.14% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
15,163
shares
|
$768,005
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
15,137
shares
|
$766,689
0.37% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,070
shares
|
$763,295
0.12% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,048
shares
|
$762,181
0.33% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
14,867
shares
|
$753,013
0.0% of portfolio
|
Q4 2024
Added 39.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,860
shares
|
$752,659
0.02% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,733
shares
|
$746,226
0.07% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
14,440
shares
|
$731,386
0.04% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
14,293
shares
|
$723,940
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
14,262
shares
|
$722,370
0.33% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
14,109
shares
|
$714,620
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
14,090
shares
|
$713,658
0.08% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,953
shares
|
$706,719
0.01% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
13,787
shares
|
$698,311
0.31% of portfolio
|
Q3 2023
Reduced 77.55%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,728
shares
|
$695,323
0.01% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
13,629
shares
|
$690,308
0.39% of portfolio
|
Q2 2024
Reduced 2.33%
|