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 447 institutions that hold shares in the stock, with a total of 86.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$894,658
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
17,500
shares
|
$885,500
0.74% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
17,171
shares
|
$868,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
16,727
shares
|
$846,386
0.09% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,659
shares
|
$842,945
0.42% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
16,478
shares
|
$833,786
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
16,412
shares
|
$830,447
0.32% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
16,138
shares
|
$816,582
0.11% of portfolio
|
Q1 2025
Reduced 70.4%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
16,060
shares
|
$812,636
0.14% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
15,498
shares
|
$784,198
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
|
$783,794
0.01% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,369
shares
|
$777,671
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,048
shares
|
$761,428
0.33% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
14,920
shares
|
$754,952
0.19% of portfolio
|
Q1 2025
Added 68.59%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,733
shares
|
$745,489
0.07% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
14,687
shares
|
$743,162
0.08% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
14,573
shares
|
$737,393
2.35% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
14,541
shares
|
$735,774
0.11% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,461
shares
|
$731,726
0.02% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,428
shares
|
$730,056
0.02% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
14,401
shares
|
$728,690
0.75% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
14,017
shares
|
$709,260
0.29% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,909
shares
|
$703,795
0.01% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
13,907
shares
|
$703,694
0.05% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,900
shares
|
$703,340
0.08% of portfolio
|
Q1 2025
New holding
|