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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
13,629
shares
|
$688,809
0.39% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
13,336
shares
|
$674,001
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,167
shares
|
$665,460
0.03% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,073
shares
|
$660,709
0.02% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
12,615
shares
|
$637,562
0.27% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,110
shares
|
$612,039
0.08% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
12,101
shares
|
$611,584
0.32% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,032
shares
|
$608,097
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
11,975
shares
|
$605,216
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
11,971
shares
|
$605,014
0.01% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
11,634
shares
|
$587,982
0.19% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,610
shares
|
$586,769
0.26% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
11,128
shares
|
$562,409
0.06% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10,766
shares
|
$544,113
0.4% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,690
shares
|
$540,272
0.0% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,616
shares
|
$536,532
0.1% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
10,604
shares
|
$535,926
0.2% of portfolio
|
Q3 2024
Added 137.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,408
shares
|
$526,020
0.02% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
10,351
shares
|
$523,139
0.01% of portfolio
|
Q2 2024
Reduced 92.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,285
shares
|
$519,803
0.0% of portfolio
|
Q3 2024
Reduced 90.06%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,284
shares
|
$519,753
0.16% of portfolio
|
Q3 2024
Reduced 89.62%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,247
shares
|
$517,883
0.35% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
10,223
shares
|
$516,670
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,197
shares
|
$515,356
0.01% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
10,159
shares
|
$513,435
1.01% of portfolio
|
Q3 2024
New holding
|