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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
38,971
shares
|
$1.97 Million
1.34% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
37,675
shares
|
$1.9 Million
1.45% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
35,494
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
35,279
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
35,230
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
34,486
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
34,300
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
34,119
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
32,935
shares
|
$1.67 Million
0.21% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
32,653
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 527.7%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
31,816
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,757
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2020
Added 34.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
31,583
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,566
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
30,163
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2024
Added 1749.36%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
29,876
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
29,330
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
29,226
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 293.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
28,003
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
26,781
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 92.25%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
26,679
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
25,760
shares
|
$1.3 Million
0.83% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,408
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
25,150
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
25,080
shares
|
$1.27 Million
0.91% of portfolio
|
Q3 2024
Added 22.04%
|