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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
207,944
shares
|
$10.5 Million
0.11% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
207,928
shares
|
$10.5 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
207,720
shares
|
$10.5 Million
8.6% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
207,163
shares
|
$10.5 Million
2.26% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
206,910
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
205,004
shares
|
$10.4 Million
7.55% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
204,777
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
200,683
shares
|
$10.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
200,010
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 220.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
199,039
shares
|
$10.1 Million
0.83% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
198,104
shares
|
$10 Million
6.44% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
197,422
shares
|
$9.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
195,402
shares
|
$9.87 Million
0.87% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
187,270
shares
|
$9.46 Million
1.22% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.45 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
186,824
shares
|
$9.44 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
180,965
shares
|
$9.14 Million
0.72% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
180,207
shares
|
$9.1 Million
3.49% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
180,021
shares
|
$9.09 Million
5.42% of portfolio
|
Q3 2025
Reduced 54.46%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
177,937
shares
|
$8.99 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
176,734
shares
|
$8.93 Million
2.63% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
176,594
shares
|
$8.92 Million
4.09% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
166,047
shares
|
$8.39 Million
7.23% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
162,427
shares
|
$8.2 Million
2.48% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
162,013
shares
|
$8.18 Million
0.02% of portfolio
|
Q3 2025
Added 63.32%
|
|