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 |
|---|---|---|---|---|---|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
191,485
shares
|
$9.68 Million
2.99% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
190,817
shares
|
$9.65 Million
5.82% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.46 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
179,649
shares
|
$9.08 Million
0.0% of portfolio
|
Q3 2024
Added 21.21%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
174,882
shares
|
$8.84 Million
4.73% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
168,601
shares
|
$8.52 Million
0.02% of portfolio
|
Q3 2024
Added 38.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
165,611
shares
|
$8.37 Million
0.0% of portfolio
|
Q3 2024
Added 442.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
165,220
shares
|
$8.35 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
163,498
shares
|
$8.27 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
163,150
shares
|
$8.25 Million
3.71% of portfolio
|
Q3 2024
Added 25.82%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
157,790
shares
|
$7.98 Million
4.7% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
156,182
shares
|
$7.9 Million
0.88% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
153,188
shares
|
$7.75 Million
0.22% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
149,159
shares
|
$7.54 Million
9.96% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
147,737
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
145,855
shares
|
$7.37 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
145,555
shares
|
$7.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
143,986
shares
|
$7.28 Million
2.33% of portfolio
|
Q3 2024
Reduced 44.64%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
143,583
shares
|
$7.26 Million
2.75% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
142,494
shares
|
$7.2 Million
3.37% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
136,924
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
132,555
shares
|
$6.7 Million
3.15% of portfolio
|
Q3 2024
Added 50.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
130,484
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Added 39.26%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
129,392
shares
|
$6.54 Million
0.47% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
128,960
shares
|
$6.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|