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 445 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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
95,654
shares
|
$4.83 Million
2.22% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
95,016
shares
|
$4.8 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
94,535
shares
|
$4.77 Million
3.49% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
94,503
shares
|
$4.77 Million
0.94% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
92,945
shares
|
$4.69 Million
1.97% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
91,294
shares
|
$4.61 Million
0.18% of portfolio
|
Q3 2025
Reduced 37.83%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
90,939
shares
|
$4.59 Million
2.79% of portfolio
|
Q4 2025
Added 9.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
87,249
shares
|
$4.41 Million
0.87% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
86,127
shares
|
$4.35 Million
2.07% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
85,652
shares
|
$4.33 Million
3.94% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
85,502
shares
|
$4.32 Million
0.66% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
83,158
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
82,770
shares
|
$4.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
81,556
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
80,674
shares
|
$4.07 Million
0.35% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
79,767
shares
|
$4.03 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
78,770
shares
|
$3.98 Million
3.66% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
77,102
shares
|
$3.89 Million
0.5% of portfolio
|
Q3 2025
Reduced 89.84%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
75,999
shares
|
$3.84 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
72,380
shares
|
$3.66 Million
0.03% of portfolio
|
Q3 2025
Reduced 43.6%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
71,835
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
70,536
shares
|
$3.56 Million
0.14% of portfolio
|
Q3 2025
Reduced 45.7%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
70,025
shares
|
$3.54 Million
0.93% of portfolio
|
Q4 2025
Reduced 56.07%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
69,689
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 29.55%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
67,910
shares
|
$3.43 Million
2.35% of portfolio
|
Q3 2025
Reduced 15.11%
|
|