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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
7,862
shares
|
$397,109
0.06% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,782
shares
|
$393,068
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
7,677
shares
|
$387,765
0.14% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
7,602
shares
|
$383,977
0.0% of portfolio
|
Q2 2025
Added 89.96%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
7,332
shares
|
$370,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
7,251
shares
|
$366,248
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
7,098
shares
|
$358,519
0.03% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,087
shares
|
$357,964
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,030
shares
|
$355,085
0.3% of portfolio
|
Q4 2022
Added 1.15%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
6,970
shares
|
$352,054
0.24% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
6,837
shares
|
$345,336
0.13% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,758
shares
|
$341,346
0.0% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,393
shares
|
$322,910
0.2% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
6,180
shares
|
$312,151
0.17% of portfolio
|
Q3 2025
Reduced 73.86%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
6,092
shares
|
$307,706
0.15% of portfolio
|
Q3 2025
Added 24.43%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
6,042
shares
|
$305,181
0.22% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
5,983
shares
|
$302,201
0.09% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
5,895
shares
|
$297,756
0.02% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,891
shares
|
$297,554
0.07% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
5,831
shares
|
$294,523
0.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
5,698
shares
|
$287,805
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
5,663
shares
|
$286,038
0.02% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
5,550
shares
|
$280,330
0.07% of portfolio
|
Q4 2023
Reduced 15.9%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
5,461
shares
|
$275,835
0.0% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
5,338
shares
|
$269,622
0.09% of portfolio
|
Q3 2025
New holding
|
|