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 |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
67,493
shares
|
$3.42 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
66,086
shares
|
$3.35 Million
1.64% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
65,960
shares
|
$3.34 Million
0.36% of portfolio
|
Q4 2024
Added 65.76%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
65,107
shares
|
$3.3 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%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
63,285
shares
|
$3.21 Million
0.06% of portfolio
|
Q4 2024
Added 52.32%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
63,082
shares
|
$3.2 Million
0.45% of portfolio
|
Q4 2024
Added 177.36%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
62,447
shares
|
$3.16 Million
0.52% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
62,413
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
62,199
shares
|
$3.15 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
60,537
shares
|
$3.07 Million
0.12% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
60,027
shares
|
$3.04 Million
1.06% of portfolio
|
Q4 2024
Added 43.83%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
59,868
shares
|
$3.03 Million
2.66% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
59,132
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
58,793
shares
|
$2.98 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
58,772
shares
|
$2.98 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
56,366
shares
|
$2.85 Million
0.27% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.84 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
54,517
shares
|
$2.76 Million
0.38% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52,520
shares
|
$2.66 Million
0.69% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
51,871
shares
|
$2.63 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
51,443
shares
|
$2.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
51,250
shares
|
$2.6 Million
0.21% of portfolio
|
Q4 2024
Added 250.86%
|