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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
175
shares
|
$8,839
0.0% of portfolio
|
Q1 2025
Reduced 95.95%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
164
shares
|
$8,283
0.0% of portfolio
|
Q3 2025
Added 82.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
163
shares
|
$8,233
0.0% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
137
shares
|
$6,919
0.0% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
135
shares
|
$6,818
0.0% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
123
shares
|
$6,212
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
108
shares
|
$5,455
0.0% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
94
shares
|
$4,747
0.0% of portfolio
|
Q2 2025
Reduced 43.03%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
84
shares
|
$4,242
0.0% of portfolio
|
Q4 2024
Reduced 98.81%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78
shares
|
$3,939
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
64
shares
|
$3,232
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
62
shares
|
$3,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
50
shares
|
$2,525
0.0% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
48
shares
|
$2,424
0.0% of portfolio
|
Q2 2025
Reduced 96.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
47
shares
|
$2,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
47
shares
|
$2,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$1,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
27
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
22
shares
|
$1,111
0.0% of portfolio
|
Q1 2025
Reduced 54.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
8
shares
|
$404
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$252
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
3
shares
|
$151
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|