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Get Institutions for : 
Ishares Treasury Floating Rate Bond (TFLO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 491    17
Total shares held : 
 164,625,127  
% of shares held : 
 18.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -3,716,068  
% of shares held change : 
   -0.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 1,879,229
 1.14%
 
Increased Positions :
189
 10,435,155
 6.34%
 
Unchanged Positions :
46
 4,024,188
 2.44%
 
Decreased Positions :
208
-14,864,678
-9.03%
 
Closed Positions :
31
-1,165,774
-0.71%
 
Guru Positions :
2
7,634
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1473 - 2023-12-31 5,079,209 $256,348,000 388,794
   UBS Group AG 229 - 2023-12-31 4,369,616 $220,535,000 97,337
   Envestnet Portfolio Solutions Inc. 28 - 2023-12-31 3,792,224 $191,394,000 81,949
   J P MORGAN CHASE & CO 623 - 2023-12-31 3,343,933 $168,768,000 127,728
   OXBOW ADVISORS, LLC 1 - 2023-12-31 2,003,130 $101,098,000 290,949
   MML INVESTORS SERVICES LLC 38 - 2023-12-31 1,927,318 $97,272,000 181,625
   RENAISSANCE TECHNOLOGIES LLC 180 - 2023-12-31 1,541,500 $77,800,000 545,600
   BIP Wealth LLC 3 - 2023-12-31 1,469,779 $74,180,000 141,094
   MERCER GLOBAL ADVISORS INC /ADV 74 - 2023-12-31 1,408,439 $71,084,000 1,286,165
   Arbor Investment Advisors LLC 4 - 2024-03-31 1,333,970 $67,619,000 78,757
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 37 - 2023-12-31 1,334,161 $67,335,000 1,206,622
   MARINER WEALTH ADVISORS, LLC 132 - 2023-12-31 1,282,193 $64,712,000 121,168
   ROYAL BANK OF CANADA 613 - 2023-12-31 1,254,800 $63,328,000 116,132
   Resources Investment Advisors Inc. 17 - 2023-12-31 1,184,760 $59,795,000 209,785
   FINANCIAL NETWORK 65 - 2023-12-31 1,149,713 $58,026,000 5,520
   ACUTE INVESTMENT ADVISORY LLC 1 - 2024-03-31 1,136,447 $57,607,000 35,724
   Capital Asset Advisory Services LLC 8 - 2024-03-31 976,214 $49,289,000 33,790
   STIFEL FINANCIAL CORP 289 - 2023-12-31 973,189 $49,117,000 102,311
   Badgley Phelps Wealth Managers LLC 20 - 2023-12-31 961,782 $48,541,000 315,419
   AXXCESS WEALTH MANAGEMENT LLC 11 - 2023-12-31 953,328 $48,114,000 312,791
   WAYNE HUMMER INVESTMENTS L.L.C. 2 - 2023-12-31 834,010 $42,092,000 266,212
   Northwest Quadrant Wealth Management LLC 5 - 2024-03-31 746,822 $37,856,000 10,209
   GOLDMAN SACHS GROUP INC/ 1169 - 2023-12-31 712,771 $35,974,000 175,811
   LANDAAS & CO /WI /ADV 3 - 2023-12-31 687,485 $34,697,000 166,432
   STEPHENS INC /AR/ 42 - 2023-12-31 583,154 $29,432,000 64,598
   HIGHTOWER ADVISORS, LLC 411 - 2023-12-31 494,993 $24,980,000 75,846
   Stash Investments LLC - 2024-03-31 488,733 $24,774,000 53,245
   SPC FINANCIAL, INC. - 2024-03-31 467,781 $23,712,000 663
   MOULTON WEALTH MANAGEMENT INC 1 - 2024-03-31 449,757 $22,798,000 58,688
   ATRIA INVESTMENTS LLC 57 - 2023-12-31 437,720 $22,092,000 6,046
   IFRAH FINANCIAL SERVICES INC 1 - 2023-12-31 435,354 $21,972,000 676
   Facet Wealth Inc. 22 - 2023-12-31 425,579 $21,504,000 143,468
   Goss Wealth Management LLC 111 - 2023-12-31 416,733 $21,062,000 19,622
   Orion Portfolio Solutions LLC 83 - 2023-12-31 409,824 $20,700,000 93,132
   MULTIFINANCIAL SECURITIES CORP 92 - 2023-12-31 326,247 $16,466,000 22,967
   Equitable Holdings Inc. 98 - 2023-12-31 317,524 $16,025,000 26,151
   Laurel Wealth Advisors LLC 6 - 2023-12-31 293,563 $14,816,000 18,374
   H D Vest Advisory Services 112 - 2023-12-31 292,555 $14,765,000 33,267
   FOUNDERS FINANCIAL SECURITIES LLC 13 - 2024-03-31 287,211 $14,559,000 65,267
   HAMEL ASSOCIATES INC. 3 - 2024-03-31 262,350 $13,299,000 232,550
   Weaver Consulting Group 3 - 2024-03-31 256,677 $13,011,000 2,964
   CFS Investment Advisory Services LLC 9 - 2023-12-31 239,243 $12,075,000 27,282
   JANE STREET GROUP LLC 833 - 2023-12-31 227,689 $11,491,000 167,892
   Ascent Group LLC 14 - 2023-12-31 224,854 $11,369,000 13,776
   WESCAP Management Group Inc. 8 - 2023-12-31 216,885 $10,946,000 113,760
   St. Louis Financial Planners Asset Management LLC 3 - 2024-03-31 213,760 $10,788,000 17,705
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 384 - 2023-12-31 213,392 $10,770,000 42,451
   Vertex Planning Partners LLC 10 - 2023-12-31 193,920 $9,787,000 21,212
   SILVER OAK SECURITIES Inc 13 - 2023-12-31 167,890 $8,473,000 22,647
   Lunt Capital Management Inc. 6 - 2024-03-31 166,596 $8,445,000 9,334
   RETIREMENT PLANNING GROUP 24 - 2024-03-31 157,876 $8,003,000 70,646
   J2 Capital Management Inc 1 - 2023-09-30 149,159 $7,568,000 1,211
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 148,650 $7,535,000 19,269
   Cypress Capital LLC 10 - 2023-12-31 146,807 $7,409,000 2,387
   Vishria Bird Financial Group LLC 12 - 2024-03-31 144,660 $7,333,000 556
   GRIES FINANCIAL LLC 11 - 2023-12-31 141,124 $7,123,000 28,648
   Almanack Investment Partners LLC. - 2024-03-31 140,191 $7,106,000 871
   CREATIVE PLANNING 471 - 2023-12-31 140,360 $7,084,000 12,742
   Betterment LLC 84 - 2023-12-31 140,249 $7,078,000 2,029
   MAGNOLIA CAPITAL ADVISORS LLC 3 - 2024-03-31 129,865 $6,571,000 8,808
   Integrated Wealth Concepts LLC 200 - 2023-12-31 128,424 $6,482,000 39,407
   Farther Finance Advisors LLC 42 - 2023-12-31 127,516 $6,436,000 32,607
   REGAL INVESTMENT ADVISORS, LLC 60 - 2023-12-31 120,605 $6,087,000 1,416
   NATIONAL BANK OF CANADA /FI/ 604 - 2023-12-31 118,583 $5,984,000 34,054
   Kestra Advisory Services LLC 397 - 2023-12-31 118,306 $5,971,000 24,718
   HANSON MCCLAIN, INC. 182 - 2024-03-31 113,736 $5,765,000 16,501
   MILLENNIUM MANAGEMENT LLC 1736 - 2023-12-31 113,163 $5,711,000 89,752
   Summit X LLC 14 - 2023-12-31 112,444 $5,675,000 11,060
   FFG RETIREMENT ADVISORS LLC - 2024-03-31 105,658 $5,356,000 5,484
   MKT Advisors LLC 6 - 2024-03-31 104,589 $5,285,000 64,651
   Stratos Wealth Partners LTD. 233 - 2024-03-31 101,394 $5,140,000 63,116
   Sovereign Investment Advisors LLC 19 - 2023-12-31 101,399 $5,118,000 1,777
   Scarborough Advisors LLC 26 - 2023-12-31 99,455 $5,020,000 81,387
   MONTECITO BANK & TRUST 22 - 2024-03-31 97,758 $4,955,000 1,145
   Capital Wealth Alliance LLC - 2023-12-31 97,976 $4,945,000 28,781
   Disciplined Investments LLC 11 - 2024-03-31 94,410 $4,786,000 9,173
   Day & Ennis LLC 15 - 2023-12-31 93,409 $4,714,000 16,309
   OHE FINANCIAL INC 32 - 2023-12-31 93,294 $4,709,000 38,133
   Main Management LLC 31 - 2023-12-31 92,081 $4,647,000 17,836
   Dynamic Advisors Solutions LLC 180 - 2024-03-31 91,061 $4,616,000 11,827
   PFG Advisors 70 - 2023-12-31 86,622 $4,372,000 58,597
   FLOW TRADERS U.S. LLC 102 - 2023-12-31 86,278 $4,354,000 86,278
   Strategic Financial Concepts LLC 28 - 2024-03-31 80,578 $4,085,000 8,752
   Wealth Alliance 30 - 2023-12-31 76,915 $3,882,000 3,164
   Claraphi Advisory Network LLC 19 - 2022-12-31 64,262 $3,239,000 25,496
   Koshinski Asset Management Inc. 45 - 2023-12-31 60,791 $3,068,000 45,642
   AMERIPRISE FINANCIAL INC 2608 - 2023-12-31 58,563 $2,956,000 52,769
   DFPG INVESTMENTS INC. 124 - 2023-12-31 49,803 $2,515,000 7,627
   COMERICA BANK 1047 - 2023-12-31 49,340 $2,490,000 14,286
   Cardinal Point Capital Management ULC 19 - 2024-03-31 48,028 $2,435,000 18,023
   MATHER GROUP, INC. 147 - 2024-03-31 48,037 $2,424,000 57
   ICA Group Wealth Management LLC 37 - 2023-12-31 47,837 $2,414,000 36,168
   Ameritas Advisory Services LLC 149 - 2023-12-31 47,667 $2,410,000 11,679
   PALO ALTO WEALTH ADVISORS LLC - 2024-03-31 47,193 $2,392,000 31,668
   TITLEIST ASSET MANAGEMENT LTD. 44 - 2022-12-31 47,277 $2,383,000 19,315
   My Legacy Advisors LLC 28 - 2023-12-31 45,912 $2,321,000 1,140
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78 - 2023-12-31 45,738 $2,308,000 20,856
   CITADEL ADVISORS LLC 2196 - 2023-12-31 45,697 $2,306,000 45,697
   MORNINGSTAR INVESTMENT SERVICES, INC. 181 - 2023-12-31 44,546 $2,248,000 32,029
   Total Clarity Wealth Management Inc. 37 - 2024-03-31 42,295 $2,144,000 1,803
  100 Records found
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