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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
219,004
shares
|
$11.1 Million
3.83% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
210,224
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
207,944
shares
|
$10.5 Million
0.11% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
207,928
shares
|
$10.5 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
207,163
shares
|
$10.5 Million
2.26% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
206,910
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
204,777
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
203,351
shares
|
$10.3 Million
0.38% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
200,010
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 220.73%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
198,104
shares
|
$10 Million
6.44% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
198,004
shares
|
$10 Million
7.73% of portfolio
|
Q4 2025
Reduced 4.68%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
197,422
shares
|
$9.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
190,171
shares
|
$9.61 Million
3.9% of portfolio
|
Q4 2025
Added 82.75%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
188,140
shares
|
$9.5 Million
2.74% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
187,270
shares
|
$9.46 Million
1.22% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.45 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
186,824
shares
|
$9.44 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
182,648
shares
|
$9.23 Million
3.45% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
180,965
shares
|
$9.14 Million
0.72% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
177,937
shares
|
$8.99 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
176,594
shares
|
$8.92 Million
4.09% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
170,699
shares
|
$8.62 Million
3.08% of portfolio
|
Q4 2025
Reduced 20.74%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
166,047
shares
|
$8.39 Million
7.23% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
165,697
shares
|
$8.37 Million
4.82% of portfolio
|
Q4 2025
Reduced 7.96%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
164,288
shares
|
$8.3 Million
0.71% of portfolio
|
Q4 2025
Reduced 15.92%
|
|