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 |
|---|---|---|---|---|---|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
96,095
shares
|
$4.85 Million
1.5% of portfolio
|
Q3 2025
Added 295.21%
|
|
|
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
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
94,961
shares
|
$4.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
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%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
92,048
shares
|
$4.65 Million
0.65% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
91,294
shares
|
$4.61 Million
0.18% of portfolio
|
Q3 2025
Reduced 37.83%
|
|
|
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%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
82,751
shares
|
$4.18 Million
2.85% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
81,556
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
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
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
74,388
shares
|
$3.76 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
71,963
shares
|
$3.63 Million
0.11% of portfolio
|
Q3 2025
Reduced 20.76%
|
|