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 |
---|---|---|---|---|---|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
40,100
shares
|
$2.03 Million
0.62% of portfolio
|
Q4 2024
Added 76.58%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
39,610
shares
|
$2.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
39,182
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 11.06%
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
38,971
shares
|
$1.97 Million
1.34% of portfolio
|
Q3 2024
Added 13.41%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
37,675
shares
|
$1.91 Million
1.45% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
37,452
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
37,222
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
35,631
shares
|
$1.8 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
35,494
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Added 26.62%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
34,300
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
34,119
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
32,653
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 527.7%
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
31,816
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
31,806
shares
|
$1.61 Million
0.38% of portfolio
|
Q4 2024
Added 27.93%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,757
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2020
Added 34.81%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
31,583
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,566
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.47%
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
29,876
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 24.63%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
29,330
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
New holding
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
28,003
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
26,781
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 92.25%
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
26,679
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Added 8.09%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,408
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
25,150
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
25,080
shares
|
$1.27 Million
0.91% of portfolio
|
Q3 2024
Added 22.04%
|