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 |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
10,925
shares
|
$551,821
0.03% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,493
shares
|
$530,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,406
shares
|
$525,607
0.02% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
10,269
shares
|
$518,687
0.01% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
10,076
shares
|
$508,938
0.19% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
9,856
shares
|
$497,826
0.0% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
9,827
shares
|
$496,361
0.07% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
9,770
shares
|
$493,482
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
9,688
shares
|
$489,340
0.05% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
9,565
shares
|
$483,128
0.2% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
9,490
shares
|
$479,339
0.08% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
9,469
shares
|
$478,279
0.01% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
9,111
shares
|
$460,196
0.34% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
9,071
shares
|
$458,176
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,049
shares
|
$457,064
0.02% of portfolio
|
Q2 2024
Reduced 21.97%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
9,019
shares
|
$455,549
0.03% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,872
shares
|
$448,124
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
8,867
shares
|
$447,872
0.03% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
8,607
shares
|
$434,739
0.07% of portfolio
|
Q3 2025
Reduced 20.17%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,603
shares
|
$434,537
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
8,343
shares
|
$421,404
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,207
shares
|
$414,535
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
8,102
shares
|
$409,232
0.25% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,080
shares
|
$408,120
0.0% of portfolio
|
Q3 2025
Reduced 33.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,066
shares
|
$407,413
0.07% of portfolio
|
Q3 2025
Added 23.39%
|
|