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 444 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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
13,629
shares
|
$688,400
0.39% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
13,534
shares
|
$683,602
0.0% of portfolio
|
Q3 2025
Added 40.42%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
13,472
shares
|
$680,470
0.04% of portfolio
|
Q2 2025
Added 1539.03%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
13,355
shares
|
$674,561
0.1% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
13,272
shares
|
$670,368
0.01% of portfolio
|
Q3 2025
Added 67.81%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
13,212
shares
|
$667,338
0.03% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
13,212
shares
|
$667,338
0.03% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
13,134
shares
|
$663,398
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,929
shares
|
$653,043
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
12,894
shares
|
$651,275
0.04% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,852
shares
|
$649,154
0.97% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,522
shares
|
$632,486
0.0% of portfolio
|
Q3 2025
Reduced 97.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
12,439
shares
|
$628,293
0.03% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
12,247
shares
|
$618,595
0.02% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
12,220
shares
|
$617,232
0.21% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
12,061
shares
|
$609,201
0.1% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
12,041
shares
|
$608,190
0.15% of portfolio
|
Q3 2025
Reduced 33.54%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
12,041
shares
|
$608,190
0.12% of portfolio
|
Q3 2025
Reduced 33.54%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,032
shares
|
$607,736
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,718
shares
|
$591,876
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,532
shares
|
$582,481
0.02% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
11,223
shares
|
$566,873
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
11,186
shares
|
$565,004
0.07% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,041
shares
|
$557,680
0.03% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
11,033
shares
|
$557,276
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|