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 446 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
23,942
shares
|
$1.21 Million
0.71% of portfolio
|
Q1 2025
Reduced 29.76%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
23,827
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 53.98%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
23,640
shares
|
$1.2 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
23,578
shares
|
$1.19 Million
0.21% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,564
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
23,475
shares
|
$1.19 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
23,239
shares
|
$1.18 Million
0.69% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
22,645
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
22,314
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Added 2771.81%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
22,000
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,838
shares
|
$1.11 Million
0.78% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
21,585
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 37.32%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
21,049
shares
|
$1.07 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
21,026
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
20,905
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 224.41%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
20,521
shares
|
$1.04 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,897
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
19,894
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,389
shares
|
$981,083
0.0% of portfolio
|
Q2 2025
Added 34.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
19,220
shares
|
$972,532
0.59% of portfolio
|
Q1 2024
Reduced 13.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,449
shares
|
$933,519
0.07% of portfolio
|
Q4 2023
Added 328.95%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
18,366
shares
|
$929,319
0.07% of portfolio
|
Q1 2025
Reduced 64.16%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
18,274
shares
|
$924,664
1.05% of portfolio
|
Q1 2025
Added 93.93%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
18,111
shares
|
$916,416
0.49% of portfolio
|
Q1 2024
Reduced 43.23%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,724
shares
|
$896,834
0.06% of portfolio
|
Q1 2025
Reduced 22.13%
|