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 434 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,090,519
shares
|
$308 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
5,686,827
shares
|
$288 Million
0.15% of portfolio
|
Q2 2024
Added 12.27%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,979,162
shares
|
$201 Million
0.02% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
3,735,216
shares
|
$189 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,515,358
shares
|
$178 Million
0.06% of portfolio
|
Q2 2024
Added 11.38%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
2,065,105
shares
|
$104 Million
0.25% of portfolio
|
Q2 2024
Added 16.13%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,769,080
shares
|
$89.5 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85.1 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Aug 06, 2024 Q2 2024 |
1,677,294
shares
|
$84.9 Million
11.38% of portfolio
|
Q2 2024
Reduced 14.28%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,551,705
shares
|
$78.5 Million
0.25% of portfolio
|
Q2 2024
Added 10.47%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
1,541,500
shares
|
$78 Million
0.14% of portfolio
|
Q4 2023
Added 54.78%
|
|
Arbor Investment Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
1,522,999
shares
|
$77 Million
11.3% of portfolio
|
Q2 2024
Added 14.17%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,440,842
shares
|
$72.9 Million
0.27% of portfolio
|
Q2 2024
Added 7.7%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
1,383,075
shares
|
$70 Million
0.9% of portfolio
|
Q2 2024
Added 42.95%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,339,825
shares
|
$67.8 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
1,238,022
shares
|
$62.6 Million
5.14% of portfolio
|
Q2 2024
Reduced 21.33%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,203,677
shares
|
$60.9 Million
0.01% of portfolio
|
Q2 2024
Added 3.71%
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 17, 2024 Q2 2024 |
1,132,687
shares
|
$57.3 Million
38.77% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,085,736
shares
|
$54.9 Million
0.09% of portfolio
|
Q2 2024
Added 29.09%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
1,072,050
shares
|
$54.2 Million
1.51% of portfolio
|
Q2 2024
Added 7.06%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,070,077
shares
|
$54.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
1,056,235
shares
|
$53.4 Million
2.94% of portfolio
|
Q2 2024
Added 8.2%
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$53 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
1,028,619
shares
|
$52 Million
0.13% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
955,213
shares
|
$48.3 Million
0.91% of portfolio
|
Q2 2024
Added 474.75%
|