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 84.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
129,392
shares
|
$6.55 Million
0.47% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
128,960
shares
|
$6.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
128,729
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2024
Added 134.7%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
112,100
shares
|
$5.68 Million
0.18% of portfolio
|
Q3 2024
Added 30.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
111,876
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.2%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
111,781
shares
|
$5.66 Million
0.98% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
106,526
shares
|
$5.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 46.41%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
106,239
shares
|
$5.38 Million
2.76% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
105,167
shares
|
$5.32 Million
1.84% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
102,734
shares
|
$5.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
102,323
shares
|
$5.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
100,877
shares
|
$5.11 Million
3.87% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
98,366
shares
|
$4.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
96,983
shares
|
$4.91 Million
1.0% of portfolio
|
Q3 2024
Added 139.05%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
96,275
shares
|
$4.87 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
95,714
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 137.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
95,016
shares
|
$4.81 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
92,978
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
89,713
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
89,420
shares
|
$4.53 Million
2.42% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
87,711
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
87,613
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
85,535
shares
|
$4.33 Million
1.38% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
85,502
shares
|
$4.33 Million
0.66% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
85,351
shares
|
$4.32 Million
0.08% of portfolio
|
Q3 2024
Added 34.04%
|