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 |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
447,222
shares
|
$22.7 Million
42.11% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
403,397
shares
|
$20.4 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
376,617
shares
|
$19.1 Million
0.07% of portfolio
|
Q4 2024
Added 158.75%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
374,992
shares
|
$19 Million
5.41% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
369,562
shares
|
$18.7 Million
1.45% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
357,918
shares
|
$18.1 Million
9.74% of portfolio
|
Q4 2024
Reduced 46.69%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
339,028
shares
|
$17.2 Million
16.64% of portfolio
|
Q4 2024
Added 127.29%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
331,643
shares
|
$16.8 Million
9.35% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
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%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
312,431
shares
|
$15.8 Million
0.55% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
301,609
shares
|
$15.3 Million
0.17% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
295,826
shares
|
$15 Million
2.11% of portfolio
|
Q4 2024
Reduced 88.95%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
285,872
shares
|
$14.5 Million
11.2% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
283,868
shares
|
$14.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 55.72%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
283,868
shares
|
$14.4 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
282,724
shares
|
$14.3 Million
0.14% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
277,064
shares
|
$14 Million
0.01% of portfolio
|
Q4 2024
Added 748.51%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
276,209
shares
|
$14 Million
5.43% of portfolio
|
Q4 2024
Added 93.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
275,164
shares
|
$13.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
268,002
shares
|
$13.6 Million
4.7% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
266,036
shares
|
$13.5 Million
9.7% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
260,625
shares
|
$13.2 Million
10.48% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
255,399
shares
|
$12.9 Million
0.47% of portfolio
|
Q4 2024
Added 206.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
247,365
shares
|
$12.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 21.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
237,470
shares
|
$12 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.54%
|