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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
12,988
shares
|
$655,764
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
12,967
shares
|
$654,703
0.05% of portfolio
|
Q2 2025
Added 22.18%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
12,964
shares
|
$654,552
0.07% of portfolio
|
Q2 2025
Reduced 54.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,856
shares
|
$649,099
0.04% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
12,716
shares
|
$642,030
0.05% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
12,220
shares
|
$616,987
0.21% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,151
shares
|
$613,503
0.0% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
12,131
shares
|
$612,494
0.01% of portfolio
|
Q2 2025
Added 30.29%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
12,099
shares
|
$610,878
0.31% of portfolio
|
Q2 2025
Reduced 47.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,032
shares
|
$607,495
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
11,968
shares
|
$604,264
0.42% of portfolio
|
Q2 2025
Added 36.37%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
11,925
shares
|
$602,093
0.04% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
11,837
shares
|
$597,650
0.46% of portfolio
|
Q2 2025
Added 589.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,768
shares
|
$594,166
0.0% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
11,642
shares
|
$587,804
0.06% of portfolio
|
Q2 2025
Reduced 35.75%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
11,366
shares
|
$573,869
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
11,293
shares
|
$570,183
0.02% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
11,257
shares
|
$568,365
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
11,033
shares
|
$557,056
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,895
shares
|
$550,088
0.01% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,781
shares
|
$544,332
0.11% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
10,728
shares
|
$541,656
0.03% of portfolio
|
Q2 2025
Added 49.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
10,112
shares
|
$510,554
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,065
shares
|
$508,181
0.23% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,956
shares
|
$502,678
0.05% of portfolio
|
Q2 2025
Reduced 25.26%
|