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 110 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
24,009
shares
|
$1.21 Million
0.27% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
23,827
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 53.98%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
23,774
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
23,640
shares
|
$1.19 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
23,608
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
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 |
Jul 31, 2025 Q2 2025 |
23,375
shares
|
$1.18 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
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
|
$1.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
21,705
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
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%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
19,894
shares
|
$1 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
19,759
shares
|
$997,631
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,389
shares
|
$978,950
0.0% of portfolio
|
Q2 2025
Added 34.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
19,070
shares
|
$962,844
0.55% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
19,053
shares
|
$961,985
0.18% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
18,606
shares
|
$939,416
0.62% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,449
shares
|
$931,490
0.07% of portfolio
|
Q4 2023
Added 328.95%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
18,057
shares
|
$911,697
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
17,881
shares
|
$902,811
1.1% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
17,717
shares
|
$894,531
0.52% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$892,713
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
17,223
shares
|
$869,589
0.02% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
16,932
shares
|
$854,896
0.08% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,659
shares
|
$841,112
0.42% of portfolio
|
Q1 2024
Reduced 49.58%
|