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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,290
shares
|
$216,687
0.0% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
4,286
shares
|
$216,485
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
4,278
shares
|
$216,081
0.31% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
4,216
shares
|
$212,950
0.16% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
4,163
shares
|
$210,273
0.09% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,160
shares
|
$210,121
0.12% of portfolio
|
Q4 2023
Reduced 28.88%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,018
shares
|
$202,949
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
4,011
shares
|
$202,595
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$202,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
3,633
shares
|
$183,502
0.04% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,549
shares
|
$179,259
0.0% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,999
shares
|
$151,479
0.09% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,804
shares
|
$141,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,744
shares
|
$138,599
0.11% of portfolio
|
Q2 2025
Added 197.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,744
shares
|
$138,599
0.09% of portfolio
|
Q1 2025
Added 197.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
2,653
shares
|
$134,003
0.01% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,522
shares
|
$127,386
0.0% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,500
shares
|
$126,275
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
2,388
shares
|
$120,617
0.09% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,368
shares
|
$119,607
0.0% of portfolio
|
Q3 2025
Reduced 29.69%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
2,124
shares
|
$107,283
0.12% of portfolio
|
Q2 2024
Reduced 35.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,122
shares
|
$107,182
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
2,035
shares
|
$102,787
0.03% of portfolio
|
Q3 2025
Added 149.69%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,860
shares
|
$93,948
0.06% of portfolio
|
Q3 2025
Reduced 28.79%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,823
shares
|
$92,079
0.01% of portfolio
|
Q2 2025
Reduced 27.17%
|
|