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 408 institutions that hold shares in the stock, with a total of 83.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
385,074
shares
|
$19.5 Million
16.51% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
376,637
shares
|
$19 Million
4.92% of portfolio
|
Q3 2024
Added 10587.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
362,947
shares
|
$18.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
347,928
shares
|
$17.6 Million
6.13% of portfolio
|
Q3 2024
Added 44.98%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
341,911
shares
|
$17.3 Million
1.34% of portfolio
|
Q3 2024
Added 475.52%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,605
shares
|
$16 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
314,051
shares
|
$15.9 Million
0.81% of portfolio
|
Q3 2024
Added 497.27%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
312,431
shares
|
$15.8 Million
0.55% of portfolio
|
Q2 2023
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
284,989
shares
|
$14.4 Million
3.65% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
275,946
shares
|
$14 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
274,145
shares
|
$13.9 Million
12.4% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
271,865
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 47.08%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
268,243
shares
|
$13.6 Million
1.28% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
267,889
shares
|
$13.5 Million
10.73% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
260,602
shares
|
$13.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
241,188
shares
|
$12.2 Million
0.38% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
232,909
shares
|
$11.8 Million
2.94% of portfolio
|
Q3 2024
Added 30.1%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
224,553
shares
|
$11.4 Million
4.04% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
220,720
shares
|
$11.2 Million
7.06% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
215,038
shares
|
$10.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 23.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
210,224
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
207,928
shares
|
$10.5 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
198,542
shares
|
$10 Million
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
195,450
shares
|
$9.88 Million
2.36% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
195,165
shares
|
$9.87 Million
2.93% of portfolio
|
Q3 2024
Reduced 22.75%
|