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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
59,646
shares
|
$3.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.83 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
53,876
shares
|
$2.72 Million
0.65% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
52,719
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
52,046
shares
|
$2.63 Million
0.11% of portfolio
|
Q3 2024
Added 54.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
50,787
shares
|
$2.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
49,803
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2023
Added 18.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
48,931
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
Added 210.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
47,960
shares
|
$2.42 Million
0.23% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
47,926
shares
|
$2.42 Million
1.56% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
47,277
shares
|
$2.39 Million
0.56% of portfolio
|
Q4 2022
Added 69.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
44,593
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
43,741
shares
|
$2.21 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
43,629
shares
|
$2.21 Million
0.74% of portfolio
|
Q3 2024
Reduced 21.31%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
43,361
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
42,625
shares
|
$2.16 Million
1.4% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
42,603
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
42,343
shares
|
$2.14 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
41,734
shares
|
$2.11 Million
0.87% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
41,547
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2024
Added 19.76%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
41,242
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
40,670
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 385.96%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
40,535
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
40,428
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
39,792
shares
|
$2.01 Million
0.21% of portfolio
|
Q3 2024
Added 73.12%
|