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 415 institutions that hold shares in the stock, with a total of 82.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
872,706
shares
|
$44.1 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
833,545
shares
|
$42.1 Million
11.81% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
775,127
shares
|
$39.2 Million
9.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
755,451
shares
|
$38.2 Million
0.45% of portfolio
|
Q3 2024
Added 36.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
682,950
shares
|
$34.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
671,396
shares
|
$33.9 Million
17.88% of portfolio
|
Q2 2024
Reduced 35.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
667,716
shares
|
$33.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
657,229
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
650,880
shares
|
$32.9 Million
1.59% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
641,025
shares
|
$32.4 Million
0.4% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
628,759
shares
|
$31.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 42.09%
|
|
|
Stash Investments, LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
628,144
shares
|
$31.7 Million
17.9% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
618,863
shares
|
$31.3 Million
34.27% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
616,781
shares
|
$31.2 Million
6.39% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
559,249
shares
|
$28.3 Million
0.79% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
548,652
shares
|
$27.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
533,271
shares
|
$26.9 Million
1.77% of portfolio
|
Q4 2023
Reduced 16.73%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
491,320
shares
|
$24.8 Million
6.93% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
485,129
shares
|
$24.5 Million
0.53% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
483,565
shares
|
$24.4 Million
1.26% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
476,816
shares
|
$24.1 Million
8.21% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
474,989
shares
|
$24 Million
0.06% of portfolio
|
Q3 2024
Added 57.16%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
458,831
shares
|
$23.2 Million
4.25% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
457,140
shares
|
$23.1 Million
3.68% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
403,397
shares
|
$20.4 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.95%
|