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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
235,470
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Added 250.14%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
235,027
shares
|
$11.9 Million
3.16% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
228,078
shares
|
$11.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
224,207
shares
|
$11.4 Million
2.5% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
222,587
shares
|
$11.3 Million
0.15% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
214,064
shares
|
$10.8 Million
0.01% of portfolio
|
Q4 2024
Added 44.9%
|
|
|
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%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
210,168
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
207,928
shares
|
$10.5 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
203,865
shares
|
$10.3 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
199,339
shares
|
$10.1 Million
0.93% of portfolio
|
Q4 2024
Reduced 25.69%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
198,274
shares
|
$10 Million
3.09% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
198,104
shares
|
$10 Million
6.44% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
193,308
shares
|
$9.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 46.74%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.48 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
182,925
shares
|
$9.27 Million
0.92% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
177,810
shares
|
$9.01 Million
4.81% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
175,000
shares
|
$8.86 Million
3.92% of portfolio
|
Q4 2024
Added 32.02%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
174,779
shares
|
$8.85 Million
2.18% of portfolio
|
Q4 2024
Reduced 38.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
170,734
shares
|
$8.65 Million
0.26% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
168,390
shares
|
$8.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
164,759
shares
|
$8.35 Million
1.32% of portfolio
|
Q4 2024
Added 146.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
164,055
shares
|
$8.31 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
159,604
shares
|
$8.08 Million
3.53% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
158,379
shares
|
$8.02 Million
2.5% of portfolio
|
Q4 2024
Added 10.0%
|