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 |
---|---|---|---|---|---|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
207,928
shares
|
$10.5 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
207,401
shares
|
$10.5 Million
0.33% of portfolio
|
Q2 2024
Added 125.37%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
198,765
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2024
Added 23.16%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
195,054
shares
|
$9.87 Million
0.3% of portfolio
|
Q2 2024
Added 317.73%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
190,818
shares
|
$9.65 Million
0.13% of portfolio
|
Q2 2024
Added 0.59%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.47 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
185,446
shares
|
$9.38 Million
0.06% of portfolio
|
Q2 2024
Added 2417.94%
|
|
Spc Financial, Inc.
|
Aug 21, 2024 Q2 2024 |
184,738
shares
|
$9.35 Million
0.87% of portfolio
|
Q2 2024
Reduced 60.51%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
183,856
shares
|
$9.3 Million
5.27% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Hamel Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
183,750
shares
|
$9.3 Million
2.96% of portfolio
|
Q2 2024
Reduced 29.96%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
179,890
shares
|
$9.1 Million
0.27% of portfolio
|
Q2 2024
Added 4.54%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
179,029
shares
|
$9.06 Million
2.34% of portfolio
|
Q2 2024
Added 0.87%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
159,777
shares
|
$8.08 Million
2.1% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
158,707
shares
|
$8.03 Million
0.06% of portfolio
|
Q2 2024
Reduced 40.33%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
150,083
shares
|
$7.59 Million
1.2% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
149,159
shares
|
$7.55 Million
9.96% of portfolio
|
Q3 2023
Added 0.82%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
148,489
shares
|
$7.51 Million
3.71% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
148,218
shares
|
$7.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.54%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
148,217
shares
|
$7.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 14.66%
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
147,970
shares
|
$7.49 Million
0.8% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
146,499
shares
|
$7.41 Million
4.38% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
146,205
shares
|
$7.4 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
145,540
shares
|
$7.36 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
143,583
shares
|
$7.26 Million
3.06% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
139,740
shares
|
$7.07 Million
0.03% of portfolio
|
Q2 2024
Added 20.82%
|