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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,988
shares
|
$657,842
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
12,873
shares
|
$652,017
0.0% of portfolio
|
Q4 2024
Reduced 88.49%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
12,779
shares
|
$647,256
0.32% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
12,662
shares
|
$641,330
0.56% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
12,615
shares
|
$638,949
0.25% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
12,482
shares
|
$632,213
0.01% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
12,255
shares
|
$620,715
0.0% of portfolio
|
Q4 2024
Added 177.51%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,032
shares
|
$609,420
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
11,817
shares
|
$598,531
0.03% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
11,625
shares
|
$588,806
0.03% of portfolio
|
Q4 2024
Reduced 66.11%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,413
shares
|
$578,068
0.0% of portfolio
|
Q4 2024
Reduced 34.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,367
shares
|
$575,738
0.0% of portfolio
|
Q4 2024
Reduced 81.72%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
11,043
shares
|
$559,327
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
10,897
shares
|
$551,933
0.41% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,658
shares
|
$539,827
0.06% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,603
shares
|
$537,041
0.06% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
10,475
shares
|
$530,558
0.25% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
10,400
shares
|
$526,760
0.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,348
shares
|
$524,126
0.04% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,331
shares
|
$523,265
0.02% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,259
shares
|
$519,618
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,247
shares
|
$519,010
0.37% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
10,242
shares
|
$518,757
0.03% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,152
shares
|
$514,198
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,088
shares
|
$510,957
0.0% of portfolio
|
Q4 2024
New holding
|