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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
162,275
shares
|
$8.2 Million
0.7% of portfolio
|
Q4 2025
Added 15.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
162,013
shares
|
$8.18 Million
0.02% of portfolio
|
Q3 2025
Added 63.32%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
151,971
shares
|
$7.68 Million
2.2% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
151,292
shares
|
$7.64 Million
5.54% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
150,074
shares
|
$7.58 Million
2.12% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
149,850
shares
|
$7.57 Million
0.01% of portfolio
|
Q4 2025
Added 8.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
149,028
shares
|
$7.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
144,701
shares
|
$7.31 Million
0.66% of portfolio
|
Q4 2025
Reduced 8.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
142,847
shares
|
$7.22 Million
0.14% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
138,014
shares
|
$6.97 Million
3.71% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
134,342
shares
|
$6.79 Million
0.19% of portfolio
|
Q3 2025
Added 15131.52%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
126,965
shares
|
$6.41 Million
0.22% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
126,068
shares
|
$6.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
123,489
shares
|
$6.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 38.56%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
121,501
shares
|
$6.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
119,058
shares
|
$6.01 Million
0.97% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
116,786
shares
|
$5.9 Million
0.29% of portfolio
|
Q4 2025
Added 22.98%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
112,526
shares
|
$5.68 Million
1.66% of portfolio
|
Q3 2025
Added 28.56%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
108,927
shares
|
$5.5 Million
2.51% of portfolio
|
Q4 2025
Added 26.47%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
107,969
shares
|
$5.45 Million
1.15% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
107,519
shares
|
$5.43 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
105,962
shares
|
$5.35 Million
0.09% of portfolio
|
Q3 2025
Added 345.71%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
104,158
shares
|
$5.26 Million
1.92% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
102,718
shares
|
$5.19 Million
0.45% of portfolio
|
Q4 2025
Added 27.32%
|
|
|
New Capital Management LP
|
Jan 20, 2026 Q4 2025 |
101,557
shares
|
$5.13 Million
1.56% of portfolio
|
Q4 2025
Reduced 37.48%
|
|