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 410 institutions that hold shares in the stock, with a total of 84.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
83,085
shares
|
$4.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 43.85%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
83,044
shares
|
$4.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
78,423
shares
|
$3.97 Million
3.24% of portfolio
|
Q3 2024
Reduced 91.14%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
77,480
shares
|
$3.92 Million
2.05% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
76,795
shares
|
$3.89 Million
3.3% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
76,433
shares
|
$3.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 48.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
74,453
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
74,335
shares
|
$3.76 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,571
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
71,561
shares
|
$3.62 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
71,190
shares
|
$3.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 68.65%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
68,383
shares
|
$3.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
67,250
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
67,011
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
66,961
shares
|
$3.39 Million
0.56% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
66,225
shares
|
$3.35 Million
0.52% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
65,107
shares
|
$3.29 Million
0.81% of portfolio
|
Q2 2024
Added 8.57%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
64,262
shares
|
$3.25 Million
1.3% of portfolio
|
Q4 2022
Reduced 98.02%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
63,755
shares
|
$3.23 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
63,454
shares
|
$3.21 Million
1.96% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
62,752
shares
|
$3.18 Million
2.45% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,177
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.32%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
61,224
shares
|
$3.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
60,677
shares
|
$3.07 Million
0.52% of portfolio
|
Q3 2024
Added 32.47%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
59,979
shares
|
$3.03 Million
0.7% of portfolio
|
Q3 2024
Added 1287.12%
|