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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
865,610
shares
|
$43.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
843,550
shares
|
$42.6 Million
3.39% of portfolio
|
Q3 2025
Reduced 40.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
803,453
shares
|
$40.6 Million
0.04% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
745,499
shares
|
$37.7 Million
10.11% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
704,869
shares
|
$35.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
650,880
shares
|
$32.9 Million
1.59% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
644,102
shares
|
$32.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
615,098
shares
|
$31.1 Million
0.64% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
584,345
shares
|
$29.5 Million
0.02% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
566,045
shares
|
$28.6 Million
1.76% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
561,721
shares
|
$28.4 Million
4.09% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
546,341
shares
|
$27.6 Million
10.75% of portfolio
|
Q3 2025
Added 569.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
533,271
shares
|
$26.9 Million
1.77% of portfolio
|
Q4 2023
Reduced 16.73%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
510,776
shares
|
$25.8 Million
6.77% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
502,992
shares
|
$25.4 Million
4.81% of portfolio
|
Q3 2025
Added 170.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
496,514
shares
|
$25.1 Million
0.28% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
495,438
shares
|
$25 Million
5.89% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
458,831
shares
|
$23.2 Million
4.25% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
444,975
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
432,582
shares
|
$21.8 Million
2.32% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
429,029
shares
|
$21.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
425,971
shares
|
$21.5 Million
7.15% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
404,017
shares
|
$20.4 Million
0.94% of portfolio
|
Q3 2025
Reduced 41.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
370,468
shares
|
$18.7 Million
0.02% of portfolio
|
Q3 2025
Added 32.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
362,928
shares
|
$18.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 32.12%
|
|