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 |
|---|---|---|---|---|---|
|
Grant
|
May 01, 2025 Q1 2025 |
352,296
shares
|
$17.8 Million
10.51% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
346,234
shares
|
$17.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 02, 2025 Q3 2025 |
341,333
shares
|
$17.2 Million
11.13% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
340,329
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
338,865
shares
|
$17.1 Million
4.19% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
331,593
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
321,727
shares
|
$16.3 Million
1.14% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,605
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
312,431
shares
|
$15.8 Million
0.55% of portfolio
|
Q2 2023
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
283,868
shares
|
$14.3 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
270,260
shares
|
$13.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
269,571
shares
|
$13.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
269,069
shares
|
$13.6 Million
2.61% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
265,981
shares
|
$13.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
261,131
shares
|
$13.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
251,676
shares
|
$12.7 Million
0.93% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
248,390
shares
|
$12.5 Million
9.88% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
244,754
shares
|
$12.4 Million
2.13% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
243,450
shares
|
$12.3 Million
1.33% of portfolio
|
Q3 2025
Reduced 42.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
243,439
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
232,808
shares
|
$11.8 Million
3.74% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
227,935
shares
|
$11.5 Million
0.14% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
217,603
shares
|
$11 Million
4.2% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
215,379
shares
|
$10.9 Million
4.3% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
210,224
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.71%
|
|