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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
69,689
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 29.55%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
67,910
shares
|
$3.43 Million
2.35% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
67,427
shares
|
$3.41 Million
28.68% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
67,411
shares
|
$3.4 Million
3.18% of portfolio
|
Q3 2025
Added 35.58%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
67,222
shares
|
$3.4 Million
0.29% of portfolio
|
Q4 2025
Added 22.55%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
66,130
shares
|
$3.34 Million
1.3% of portfolio
|
Q3 2025
Reduced 21.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
64,405
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
64,262
shares
|
$3.25 Million
1.3% of portfolio
|
Q4 2022
Reduced 98.02%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
64,211
shares
|
$3.24 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
63,454
shares
|
$3.21 Million
1.96% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
63,429
shares
|
$3.2 Million
0.11% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
62,029
shares
|
$3.13 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
60,906
shares
|
$3.08 Million
0.65% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
60,711
shares
|
$3.07 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
59,868
shares
|
$3.02 Million
2.66% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
59,417
shares
|
$3 Million
0.76% of portfolio
|
Q4 2025
Added 875.33%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
58,836
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
58,503
shares
|
$2.95 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.83 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
53,195
shares
|
$2.69 Million
1.41% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
52,825
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
52,210
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
51,898
shares
|
$2.62 Million
0.2% of portfolio
|
Q4 2025
Reduced 4.13%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
51,755
shares
|
$2.61 Million
0.64% of portfolio
|
Q4 2025
Added 20.35%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
51,460
shares
|
$2.6 Million
0.55% of portfolio
|
Q4 2025
Reduced 30.82%
|
|