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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
11,186
shares
|
$565,004
0.07% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,041
shares
|
$557,680
0.03% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
11,033
shares
|
$557,276
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
10,925
shares
|
$551,821
0.03% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,493
shares
|
$530,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
10,269
shares
|
$518,687
0.01% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
10,100
shares
|
$510,151
0.08% of portfolio
|
Q4 2025
Reduced 32.59%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
10,076
shares
|
$508,938
0.19% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
9,856
shares
|
$497,826
0.0% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
9,827
shares
|
$496,361
0.07% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
9,770
shares
|
$493,482
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
9,688
shares
|
$489,340
0.05% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
9,565
shares
|
$483,128
0.2% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
9,536
shares
|
$481,663
0.02% of portfolio
|
Q4 2025
Reduced 8.36%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
9,490
shares
|
$479,339
0.08% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
9,469
shares
|
$478,279
0.01% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
9,111
shares
|
$460,196
0.34% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
9,071
shares
|
$458,176
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
9,019
shares
|
$455,549
0.02% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
8,919
shares
|
$450,498
0.02% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,872
shares
|
$448,124
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
8,867
shares
|
$447,872
0.03% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,603
shares
|
$434,537
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
8,524
shares
|
$430,547
0.29% of portfolio
|
Q4 2025
Added 22.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,332
shares
|
$420,849
0.01% of portfolio
|
Q4 2025
Reduced 0.13%
|
|