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 84.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,271,599
shares
|
$318 Million
0.03% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,588,716
shares
|
$283 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,979,012
shares
|
$202 Million
0.01% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,574,524
shares
|
$181 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,161,489
shares
|
$160 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
2,676,362
shares
|
$136 Million
15.2% of portfolio
|
Q3 2024
Added 59.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,035,153
shares
|
$103 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85.2 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,674,846
shares
|
$84.8 Million
11.26% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,630,195
shares
|
$82.6 Million
0.13% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,509,795
shares
|
$76.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,479,294
shares
|
$74.9 Million
5.1% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$73.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,370,311
shares
|
$69.4 Million
0.12% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,272,371
shares
|
$64.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,221,163
shares
|
$61.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,217,833
shares
|
$61.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,197,997
shares
|
$60.7 Million
3.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,185,988
shares
|
$60.1 Million
1.54% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$53.1 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
965,202
shares
|
$48.9 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
939,081
shares
|
$47.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
887,384
shares
|
$44.9 Million
3.84% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
886,901
shares
|
$44.9 Million
1.58% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
878,665
shares
|
$44.5 Million
14.47% of portfolio
|
Q3 2024
Reduced 1.87%
|