TFLO

Ishares Treasury Floating Ra

Latest period2024 - Q4Total superinvestors53

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 53 superinvestors own shares of Ishares Treasury Floating Ra (TFLO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Treasury Floating Ra (TFLO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Treasury Floating Ra (TFLO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Treasury Floating Ra (TFLO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 2.94%
0.02%
$692,862
13,728 shares@ 50.48 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 5.61%
0.33%
$644,959
12,779 shares@ 50.48 avg price
Brent P. Nicks@Accelerate Investment Advisors Llc
Recent Activity
Increased 23.86%
0.57%
$639,058
12,662 shares@ 50.48 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.43%
0.02%
$517,796
10,259 shares@ 50.48 avg price
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc
Recent Activity
0.37%
$517,166
10,247 shares@ 50.47 avg price
Corey Lampman@Bts Asset Management, Inc.
Recent Activity
Decreased -3.73%
0.48%
$475,402
9,423 shares@ 50.46 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Decreased -23.43%
0.03%
$462,760
9,169 shares@ 50.48 avg price
Jon Greer@Gsg Advisors Llc
Recent Activity
Increased 0.43%
0.14%
$414,829
8,219 shares@ 50.48 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -58.31%
0.05%
$409,312
8,110 shares@ 50.48 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -1.19%
0.02%
$341,936
6,775 shares@ 50.48 avg price