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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
   Streettalk Advisors LLC *Closed 2024-03-31 0 $0 -31,565
   Mayflower Financial Advisors LLC 352 *Closed 2024-03-31 0 $0 -35,172
   CULLEN FROST BANKERS INC 1037 *Closed 2023-12-31 0 $0 -497
   Mosley Wealth Management 95 *Closed 2024-03-31 0 $0 -29,039
   NewEdge Wealth LLC 734 *Closed 2023-12-31 0 $0 -6,154
   FIFTH THIRD BANCORP 2311 *Closed 2024-03-31 0 $0 -1,724
   Detalus Advisors LLC 148 *Closed 2024-03-31 0 $0 -7,139
   One Wealth Advisors LLC 260 *Closed 2024-03-31 0 $0 -141,333
   Hoxton Planning & Management LLC 164 *Closed 2024-03-31 0 $0 -34,180
   Patriot Financial Group Insurance Agency LLC *Closed 2024-03-31 0 $0 -15,307
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1048 *Closed 2023-12-31 0 $0 -5,835
   SUTTON PLACE INVESTORS LLC 152 *Closed 2024-03-31 0 $0 -15,037
   Secure Asset Management LLC *Closed 2024-03-31 0 $0 -6,575
   Absolute Capital Management LLC *Closed 2024-03-31 0 $0 -11,391
   PROVENCE WEALTH MANAGEMENT GROUP 449 *Closed 2023-12-31 0 $0 0
   VICTORY CAPITAL MANAGEMENT INC *Closed 2024-03-31 0 $0 -408,738
   RDA Financial Network 224 *Closed 2024-03-31 0 $0 -4,759
   NORTH STAR INVESTMENT MANAGEMENT CORP. *Closed 2024-03-31 0 $0 -659
   Empowered Funds LLC 1286 *Closed 2023-12-31 0 $0 -718,274
   PHILLIPS FINANCIAL MANAGEMENT LLC 260 *Closed 2024-03-31 0 $0 -43
   Aspire Private Capital LLC 705 *Closed 2024-03-31 0 $0 -8,611
   CAP Partners LLC 120 *Closed 2024-03-31 0 $0 -7,348
   Legacy Financial Group LLC 108 *Closed 2024-03-31 0 $0 -4,486
   HANLON INVESTMENT MANAGEMENT, INC. 149 *Closed 2024-03-31 0 $0 -14,373
   ATTICUS WEALTH MANAGEMENT LLC 545 *Closed 2024-03-31 0 $0 -39
   Coppell Advisory Solutions Corp. 993 *Closed 2023-03-31 0 $0 -43
   TRANSCEND WEALTH COLLECTIVE LLC *Closed 2024-03-31 0 $0 -50,218
   Ellis Investment Partners LLC 232 *Closed 2024-03-31 0 $0 -5,005
   Cobblestone Asset Management LLC 46 *Closed 2024-03-31 0 $0 -92,573
   BCU Wealth Advisors LLC 47 *Closed 2024-03-31 0 $0 -17,745
   W ADVISORS LLC 113 *Closed 2024-03-31 0 $0 -9,261
   ShoreHaven Wealth Partners LLC *Closed 2024-03-31 0 $0 -24,166
   Arlington Trust Co LLC 815 *Closed 2024-03-31 0 $0 -12
   Waterloo Capital L.P. 387 *Closed 2023-12-31 0 $0 -18,311
   Meridian Wealth Management LLC 416 *Closed 2024-03-31 0 $0 -57,551
   TOMPKINS FINANCIAL CORP 686 *Closed 2024-03-31 0 $0 -69
   Beacon Financial Advisory LLC 250 *Closed 2024-03-31 0 $0 -7,356
   Clear Creek Financial Management LLC 419 *Closed 2024-03-31 0 $0 -16,636
   MODERA WEALTH MANAGEMENT, LLC 591 *Closed 2023-12-31 0 $0 -29,452
   Twin Peaks Wealth Advisors LLC 133 *Closed 2024-03-31 0 $0 -15,897
   Stratos Wealth Advisors LLC 739 *Closed 2024-03-31 0 $0 -44,617
   Williams Financial LLC 36 *Closed 2024-03-31 0 $0 -122,862
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *Closed 2024-03-31 0 $0 -4,084
   DAVENPORT & CO LLC *Closed 2024-03-31 0 $0 -56,450
   Moisand Fitzgerald Tamayo LLC 639 *Closed 2024-03-31 0 $0 -235
   Security Financial Services INC. 194 *Closed 2024-03-31 0 $0 -151,137
   TrueWealth Advisors LLC 218 *Closed 2024-03-31 0 $0 -5,193
   Family Asset Management LLC 201 *Closed 2023-12-31 0 $0 -2,089
   PFS Partners LLC 492 *Closed 2024-03-31 0 $0 -111,165
   Western Financial Corp/CA 118 *Closed 2024-03-31 0 $0 -12,222
   GaveKal Capital LLC 54 *Closed 2024-03-31 0 $0 -34,748
   HANSON INVESTMENT MANAGEMENT 527 *Closed 2024-03-31 0 $0 -71
   Buttonwood Financial Group LLC 30 *Closed 2024-03-31 0 $0 -77,877
   TRUE Private Wealth Advisors 305 *Closed 2024-03-31 0 $0 -30,367
   RCS Financial Planning LLC 71 *Closed 2024-03-31 0 $0 -28,453
   BENJAMIN F. EDWARDS & COMPANY INC. 2229 *Closed 2024-03-31 0 $0 -5,692
   Strata Wealth Advisors LLC 83 *Closed 2024-03-31 0 $0 -12,747
   ONE Advisory Partners LLC 45 *Closed 2024-03-31 0 $0 -117,574
   Cyndeo Wealth Partners LLC 399 *Closed 2024-03-31 0 $0 -9,365
   BESSEMER GROUP INC 2293 *Closed 2023-12-31 0 $0 -5,000
   Legacy Capital Group California Inc. 282 *Closed 2023-12-31 0 $0 -4,403
   True Vision MN LLC *Closed 2024-03-31 0 $0 -59,666
  62 Records found
  1    
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