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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
34,841
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
34,182
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
33,576
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
33,498
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
32,356
shares
|
$1.63 Million
0.37% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
31,774
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,757
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2020
Added 34.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
31,653
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
30,499
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
30,328
shares
|
$1.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
29,330
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
28,288
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
27,940
shares
|
$1.41 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
27,714
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
27,167
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
26,974
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
26,463
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
26,352
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,031
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 64.76%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
25,496
shares
|
$1.29 Million
0.65% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
25,445
shares
|
$1.29 Million
0.89% of portfolio
|
Q3 2025
Reduced 49.83%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,408
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
25,212
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
24,968
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
24,349
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 25.58%
|
|