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 448 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
19,070
shares
|
$963,225
0.52% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,449
shares
|
$931,858
0.07% of portfolio
|
Q4 2023
Added 328.95%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
18,084
shares
|
$913,422
1.17% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$893,067
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
16,914
shares
|
$854,326
0.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
16,864
shares
|
$851,800
0.02% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
16,744
shares
|
$845,739
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,659
shares
|
$841,446
0.42% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
16,478
shares
|
$832,303
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
16,420
shares
|
$829,374
0.14% of portfolio
|
Q4 2025
Added 10.05%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
16,041
shares
|
$810,230
0.52% of portfolio
|
Q3 2025
Reduced 75.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,800
shares
|
$798,058
0.02% of portfolio
|
Q3 2025
Added 45.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,569
shares
|
$786,390
0.02% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,497
shares
|
$782,753
0.0% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
15,416
shares
|
$778,662
0.01% of portfolio
|
Q3 2025
Reduced 46.91%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
15,122
shares
|
$763,812
0.1% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,048
shares
|
$760,074
0.33% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
14,977
shares
|
$756,488
0.14% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,733
shares
|
$744,163
0.07% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
14,382
shares
|
$726,434
0.47% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
14,369
shares
|
$725,778
0.06% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
14,201
shares
|
$717,292
0.01% of portfolio
|
Q4 2025
Reduced 4.56%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
14,126
shares
|
$713,504
0.07% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,979
shares
|
$706,079
0.02% of portfolio
|
Q3 2025
Reduced 18.84%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
13,787
shares
|
$696,381
0.31% of portfolio
|
Q3 2023
Reduced 77.55%
|
|