Who owns Ishares Tr trs flt rt bd?
- Ticker: TFLO
- CUSIP Number: 46434v860
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr trs flt rt bd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr trs flt rt bd stock
Who bought or sold Ishares Tr trs flt rt bd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 9.2M | $466M | -8% | Dec 2023 |
|
| UBS Group | 4.4M | $221M | 2% | Dec 2023 |
|
| Advisor Group Holdings | 4.0M | $201M | -32% | Dec 2023 |
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| Envestnet Portfolio Solutions | 3.8M | $191M | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.3M | $169M | 4% | Dec 2023 |
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| Janney Montgomery Scott | 3.2M | $162M | -4% | Dec 2023 |
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| Oxbow Advisors | 2.0M | $101M | 17% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.8M | $90M | -6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.5M | $77M | -12% | Dec 2023 |
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| BIP Wealth | 1.5M | $74M | 11% | Dec 2023 |
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| Branch Banking & Trust Company | 1.4M | $72M | -3% | Dec 2023 |
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| Mercer Global Advisors | 1.4M | $71M | 1052% | Dec 2023 |
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| Commonwealth Equity Services | 1.4M | $71M | 13% | Dec 2023 |
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| Madison Asset Management | 1.4M | $70M | -25% | Dec 2023 |
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| United Capital Financial Advisers | 1.3M | $67M | 946% | Dec 2023 |
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| Arbor Investment Advisors | 1.3M | $68M | 6% | Mar 2024 |
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| Mariner Wealth Advisors | 1.3M | $65M | 10% | Dec 2023 |
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| Royal Bank of Canada | 1.3M | $63M | 10% | Dec 2023 |
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| Bank of New York Mellon | 1.2M | $59M | 2% | Dec 2023 |
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| WestEnd Advisors | 1.2M | $59M | -2% | Dec 2023 |
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| Acute Investment Advisory | 1.1M | $56M | 3% | Dec 2023 |
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| Sontag Advisory | 1.1M | $55M | -8% | Dec 2023 |
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| Gareth Morgan Investments Limited Partnership | 1.0M | $53M | 0% | Dec 2023 |
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| Assetmark | 1.0M | $51M | -2% | Dec 2023 |
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| Capital Asset Advisory Services | 976k | $49M | 4% | Mar 2024 |
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| Stifel Financial | 973k | $49M | 12% | Dec 2023 |
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| Badgley Phelps Wealth Managers | 962k | $49M | 49% | Dec 2023 |
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| Axxcess Wealth Management | 953k | $48M | 49% | Dec 2023 |
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| Advocacy Wealth Management Services | 939k | $48M | -23% | Mar 2024 |
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| Rinkey Investments | 867k | $44M | 13% | Dec 2023 |
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| Wells Fargo & Company | 856k | $43M | -5% | Dec 2023 |
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| Wayne Hummer Investments | 834k | $42M | 47% | Dec 2023 |
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| AE Wealth Management | 757k | $38M | -47% | Dec 2023 |
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| Northwest Quadrant Wealth Management | 747k | $38M | 1% | Mar 2024 |
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| Goldman Sachs Group | 713k | $36M | 33% | Dec 2023 |
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| Financial Gravity Wealth | 693k | $224k | 0% | Dec 2023 |
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| Landaas & Co | 688k | $35M | 32% | Dec 2023 |
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| Private Advisor | 667k | $34M | 70% | Dec 2023 |
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| Atria Wealth Solutions | 667k | $34M | 0% | Dec 2023 |
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| Golub Group | 594k | $30M | 100% | Dec 2023 |
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| Wealthsource Partners | 533k | $27M | -17% | Dec 2023 |
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| JB Capital | 527k | $27M | -5% | Dec 2023 |
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| HighTower Advisors | 495k | $25M | 18% | Dec 2023 |
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| Grant/GrossMendelsohn | 473k | $24M | -18% | Dec 2023 |
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| SPC Financial | 467k | $24M | -67% | Dec 2023 |
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| Beacon Financial | 467k | $24M | 100% | Dec 2023 |
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| Atria Investments | 438k | $22M | 1% | Dec 2023 |
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| Kiely Wealth Advisory Group | 436k | $22M | 100% | Dec 2023 |
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| Stash Investments | 436k | $22M | 100% | Dec 2023 |
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| Ifrah Financial Services | 435k | $22M | 0% | Dec 2023 |
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| Facet Wealth | 426k | $22M | 51% | Dec 2023 |
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| Orion Portfolio Solutions | 410k | $21M | 29% | Dec 2023 |
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| Victory Capital Management | 409k | $21M | -1% | Dec 2023 |
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| Divergent Wealth Advisors | 399k | $20M | -5% | Dec 2023 |
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| Moulton Wealth Management | 391k | $20M | 2% | Dec 2023 |
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| Us Bancorp | 355k | $18M | -2% | Dec 2023 |
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| Portfolio Design Labs | 325k | $16M | 100% | Dec 2023 |
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| Raymond James & Associates | 298k | $15M | -76% | Mar 2024 |
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| Spire Wealth Management | 295k | $15M | 22% | Dec 2023 |
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| H D Vest Advisory Services | 293k | $15M | 13% | Dec 2023 |
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| Founders Financial Securities | 287k | $15M | 29% | Mar 2024 |
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| WJ Wealth Management | 285k | $14M | -30% | Mar 2024 |
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| Centurion Wealth Management | 282k | $14M | 21% | Dec 2023 |
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| Perigon Wealth Management | 281k | $14M | 6% | Dec 2023 |
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| Hamel Associates | 262k | $13M | 780% | Mar 2024 |
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| Weaver Consulting Group | 257k | $13M | 1% | Mar 2024 |
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| Arden Trust | 241k | $12M | -42% | Mar 2024 |
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| High Falls Advisors | 240k | $12M | -2% | Dec 2023 |
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| Foundations Investment Advisors | 239k | $12M | -33% | Dec 2023 |
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| Proequities | 231k | $12B | -10% | Dec 2023 |
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| Jane Street | 228k | $12M | 281% | Dec 2023 |
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| WESCAP Management | 217k | $11M | 110% | Dec 2023 |
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| St. Louis Financial Planners Asset Management | 214k | $11M | 9% | Mar 2024 |
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| Legacy Wealth Asset Management | 212k | $11M | 0% | Mar 2024 |
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| Ronald Blue Trust | 208k | $11M | 100% | Dec 2023 |
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| Element Wealth | 205k | $10M | -24% | Dec 2023 |
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| Icon Wealth Advisors | 198k | $10M | 100% | Dec 2023 |
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| Vertex Planning Partners | 194k | $9.8M | 12% | Dec 2023 |
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| Castle Rock Wealth Management | 179k | $9.0M | -16% | Dec 2023 |
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| CWM | 174k | $8.8M | -95% | Mar 2024 |
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| Silver Oak Securities | 168k | $8.5M | 16% | Dec 2023 |
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| Lunt Capital Management | 167k | $8.4M | 6% | Mar 2024 |
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| Brookstone Capital Management | 166k | $8.4M | -31% | Mar 2024 |
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| Bank Of Montreal | 165k | $8.4M | -52% | Dec 2023 |
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| Stokes Family Office | 162k | $8.2M | -6% | Dec 2023 |
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| Sharkey, Howes & Javer | 162k | $8.2M | -32% | Mar 2024 |
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| Retirement Planning Group | 158k | $8.0M | 81% | Mar 2024 |
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| Stone House Investment Management | 147k | $7.4M | -65% | Dec 2023 |
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| Cypress Capital | 147k | $7.4M | 2% | Dec 2023 |
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| Pennsylvania Capital Management | 146k | $7.3M | -53% | Dec 2023 |
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| Vishria Bird Financial Group | 145k | $7.3M | 0% | Mar 2024 |
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| TSA Wealth Managment | 141k | $7.1M | 100% | Dec 2023 |
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| Creative Planning | 140k | $7.1M | 10% | Dec 2023 |
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| Betterment | 140k | $7.1M | 1% | Dec 2023 |
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| Almanack Investment Partners | 139k | $7.0M | 7% | Dec 2023 |
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| Baird Financial | 136k | $6.9M | 0% | Dec 2023 |
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| BCJ Capital Management | 133k | $6.7M | -1% | Dec 2023 |
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| Beacon Pointe Advisors | 133k | $6.7M | -1% | Dec 2023 |
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| TNF | 130k | $6.6M | 5% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 129k | $6.5M | 100% | Dec 2023 |
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| Farther Finance Advisors | 128k | $6.4M | 34% | Dec 2023 |
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| Ark & Tlk Investments | 126k | $6.4M | 100% | Dec 2023 |
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| Magnolia Capital Advisors | 121k | $6.1M | -63% | Dec 2023 |
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| Van Hulzen Asset Management | 119k | $6.0M | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 119k | $6.0M | 40% | Dec 2023 |
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| Kestra Advisory Services | 118k | $6.0M | 26% | Dec 2023 |
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| IronBridge Private Wealth | 118k | $6.0M | -45% | Dec 2023 |
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| National Asset Management | 114k | $5.8M | -21% | Dec 2023 |
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| Millennium Management | 113k | $5.7M | 383% | Dec 2023 |
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| Summit X | 112k | $5.7M | 11% | Dec 2023 |
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| Robinson Smith Wealth Advisors | 112k | $5.6M | 100% | Dec 2023 |
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| Aquire Wealth Advisors | 111k | $5.6M | -3% | Dec 2023 |
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| Keystone Financial Services | 110k | $5.5M | -6% | Dec 2023 |
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| Mutual Advisors | 109k | $5.5M | 22% | Dec 2023 |
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| Invst | 107k | $5.4M | -10% | Dec 2023 |
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| MKT Advisors | 105k | $5.3M | 162% | Mar 2024 |
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| Bp Wealth Management | 103k | $5.2M | -36% | Dec 2023 |
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| Sovereign Investment Advisors | 101k | $5.1M | 2% | Dec 2023 |
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| Stratos Wealth Partners | 101k | $5.1M | 165% | Mar 2024 |
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| PAX Financial Group | 101k | $5.1M | -33% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 101k | $5.1M | 14% | Dec 2023 |
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| Ffg Retirement Advisors | 100k | $5.1M | -11% | Dec 2023 |
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| Scarborough Advisors | 100k | $5.0M | 450% | Dec 2023 |
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| Steward Partners Investment Advisory | 98k | $5.0M | -43% | Dec 2023 |
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| Capital Wealth Alliance | 98k | $4.9M | 42% | Dec 2023 |
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| Montecito Bank & Trust | 98k | $5.0M | 1% | Mar 2024 |
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| Hanson McClain Advisors | 97k | $4.9M | -11% | Dec 2023 |
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| Focus Financial Network | 95k | $4.8M | 100% | Dec 2023 |
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| Disciplined Investments | 94k | $4.8M | 11% | Mar 2024 |
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| Day & Ennis | 93k | $4.7M | 21% | Dec 2023 |
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| Main Management | 92k | $4.6M | 24% | Dec 2023 |
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| Global Retirement Partners | 92k | $4.7M | -13% | Mar 2024 |
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| Dynamic Advisors Solutions | 91k | $4.6M | 15% | Mar 2024 |
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| HPM Partners | 90k | $4.6M | -89% | Dec 2023 |
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| WESPAC Advisors | 89k | $4.5M | 161% | Dec 2023 |
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| New Capital Management | 88k | $4.5M | -7% | Mar 2024 |
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| West Wealth Group | 87k | $4.4M | 0% | Dec 2023 |
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| PFG Advisors | 87k | $4.4M | 209% | Dec 2023 |
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| Flow Traders US | 86k | $4.4M | 100% | Dec 2023 |
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| SigFig Wealth Management | 86k | $4.3M | -3% | Dec 2023 |
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| James Investment Research | 86k | $4.3M | -3% | Dec 2023 |
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| Spectrum Wealth Counsel | 86k | $4.3M | 100% | Dec 2023 |
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| Fortress Wealth Group | 85k | $4.3M | -43% | Dec 2023 |
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| RFG Advisory | 81k | $4.1M | -41% | Mar 2024 |
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| Elmwood Wealth Management | 81k | $4.1M | -46% | Dec 2023 |
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| Strategic Financial Concepts | 81k | $4.1M | 12% | Mar 2024 |
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| Prime Capital Investment Advisors | 79k | $4.0M | 100% | Dec 2023 |
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| Main Management Fund Advisors | 77k | $3.9M | -64% | Dec 2023 |
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| Wealth Alliance | 77k | $3.9M | 4% | Dec 2023 |
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| American Planning Services | 71k | $3.6M | -83% | Dec 2023 |
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| Laffer Investments | 71k | $3.6M | -3% | Dec 2023 |
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| Vigilare Wealth Management | 69k | $3.5M | -50% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 67k | $3.4M | -16% | Mar 2024 |
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| Advisory Services Network | 66k | $3.3M | -21% | Dec 2023 |
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| Merit Financial Group | 60k | $3.0M | -34% | Dec 2023 |
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| Park Avenue Securities | 56k | $2.8M | -97% | Mar 2024 |
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| Strategic Blueprint | 42k | $2.1M | -65% | Mar 2024 |
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| Harbour Investments | 42k | $2.1M | -52% | Dec 2023 |
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| GaveKal Capital | 35k | $1.8M | -66% | Dec 2023 |
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| Robertson Stephens Wealth Management | 31k | $1.5M | -70% | Dec 2023 |
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| Horst & Graben Wealth Management | 30k | $1.5M | -90% | Mar 2024 |
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| AXS Investments | 27k | $1.4M | -62% | Dec 2023 |
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| MV Capital Management | 22k | $1.1M | -92% | Mar 2024 |
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| IFP Advisors | 21k | $1.0M | -94% | Dec 2023 |
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| Wealthquest | 19k | $967k | -97% | Dec 2023 |
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| Journey Advisory Group | 11k | $561k | -96% | Dec 2023 |
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| Steel Peak Wealth Management | 10k | $512k | -94% | Mar 2024 |
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| Austin Private Wealth | 7.9k | $400k | -96% | Mar 2024 |
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| Retirement Capital Strategies | 7.9k | $398k | -95% | Dec 2023 |
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| Pettinga Financial Advisors | 4.1k | $210k | -94% | Mar 2024 |
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| Bay Harbor Wealth Management | 57.00 | $2.9k | -100% | Mar 2024 |
|
Who sold out of Ishares Tr trs flt rt bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Smart Money Group | Sep 2023 | 202k | $10M |
| One Wealth Advisors | Sep 2023 | 152k | $7.7M |
| Security Financial Services | Dec 2023 | 151k | $7.6M |
| Williams Financial | Dec 2023 | 123k | $6.2M |
| ONE Advisory Partners | Dec 2023 | 118k | $5.9M |
| PFS Partners | Dec 2023 | 111k | $5.6M |
| Cobblestone Asset Management | Dec 2023 | 93k | $4.7M |
| Buttonwood Financial Group | Dec 2023 | 78k | $3.9M |