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 443 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
25,370,114
shares
|
$1.28 Billion
7.18% of portfolio
|
Q2 2025
Added 5146.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,179,094
shares
|
$362 Million
0.03% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,082,216
shares
|
$307 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,117,645
shares
|
$208 Million
0.01% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,672,525
shares
|
$135 Million
0.02% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,347,201
shares
|
$118 Million
0.04% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,709,598
shares
|
$86.2 Million
0.13% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$84.8 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,647,090
shares
|
$83.1 Million
12.27% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,499,531
shares
|
$75.7 Million
2.79% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$72.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
1,341,064
shares
|
$67.7 Million
2.94% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,333,263
shares
|
$67.3 Million
1.66% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,301,886
shares
|
$65.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,297,463
shares
|
$65.5 Million
0.37% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,289,754
shares
|
$65.1 Million
8.32% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,168,320
shares
|
$58.9 Million
0.11% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,125,826
shares
|
$56.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$52.9 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,001,612
shares
|
$50.5 Million
0.7% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
987,033
shares
|
$49.8 Million
11.15% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
961,710
shares
|
$48.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
943,634
shares
|
$47.6 Million
1.54% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
902,296
shares
|
$45.5 Million
0.01% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
873,529
shares
|
$44.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.73%
|