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 446 institutions that hold shares in the stock, with a total of 82.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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 |
Jan 13, 2026 Q4 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%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
6,844
shares
|
$345,690
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
6,556
shares
|
$331,143
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
6,410
shares
|
$323,769
0.19% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
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%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
6,042
shares
|
$305,181
0.2% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
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%
|
|