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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
16,634
shares
|
$839,850
0.08% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
16,478
shares
|
$831,974
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
16,412
shares
|
$828,641
0.32% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,783
shares
|
$796,883
0.02% of portfolio
|
Q2 2025
Added 66.8%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
15,498
shares
|
$782,494
0.17% of portfolio
|
Q2 2025
Added 51.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
15,490
shares
|
$782,090
0.01% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,369
shares
|
$775,980
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,048
shares
|
$759,773
0.33% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,923
shares
|
$753,462
0.02% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
14,920
shares
|
$753,310
0.16% of portfolio
|
Q1 2025
Added 68.59%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,733
shares
|
$743,869
0.07% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,622
shares
|
$738,264
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
14,573
shares
|
$735,790
2.35% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
14,541
shares
|
$734,175
0.11% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
14,017
shares
|
$707,718
0.29% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
13,911
shares
|
$702,366
0.26% of portfolio
|
Q2 2025
Reduced 32.21%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
13,907
shares
|
$702,164
0.05% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
13,787
shares
|
$696,105
0.31% of portfolio
|
Q3 2023
Reduced 77.55%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
13,629
shares
|
$688,128
0.39% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
13,586
shares
|
$685,957
0.52% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,319
shares
|
$672,476
0.03% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
13,303
shares
|
$671,668
0.07% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
13,238
shares
|
$668,386
0.1% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
13,229
shares
|
$667,932
0.09% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,049
shares
|
$658,844
0.01% of portfolio
|
Q2 2025
Added 70.84%
|