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 |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
35,876
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
34,841
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
34,454
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2025
Reduced 52.12%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
34,210
shares
|
$1.73 Million
0.32% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
34,182
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
33,498
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
31,774
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,757
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2020
Added 34.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
31,653
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
30,499
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
30,328
shares
|
$1.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
29,330
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
28,971
shares
|
$1.46 Million
0.32% of portfolio
|
Q4 2025
Reduced 10.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
28,288
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
27,940
shares
|
$1.41 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
27,781
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
27,499
shares
|
$1.39 Million
0.61% of portfolio
|
Q4 2025
Added 7.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
27,167
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
26,974
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
26,463
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,031
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 64.76%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
25,846
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,408
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
25,212
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
25,013
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2025
Reduced 1.7%
|
|