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 |
|---|---|---|---|---|---|
|
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
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,790
shares
|
$697,774
0.06% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
13,787
shares
|
$697,622
0.31% of portfolio
|
Q3 2023
Reduced 77.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
13,660
shares
|
$691,196
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
13,629
shares
|
$689,627
0.39% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
13,321
shares
|
$674,042
0.01% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,049
shares
|
$660,279
0.01% of portfolio
|
Q2 2025
Added 70.84%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
12,988
shares
|
$657,192
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
12,671
shares
|
$641,152
0.04% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
12,220
shares
|
$618,332
0.23% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,032
shares
|
$608,819
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
11,642
shares
|
$589,085
0.06% of portfolio
|
Q2 2025
Reduced 35.75%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
11,625
shares
|
$588,225
0.04% of portfolio
|
Q4 2024
Reduced 66.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,523
shares
|
$583,063
0.0% of portfolio
|
Q1 2025
Reduced 22.49%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
11,366
shares
|
$575,119
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
11,257
shares
|
$569,604
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
11,033
shares
|
$558,269
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
11,018
shares
|
$557,510
0.05% of portfolio
|
Q1 2025
Reduced 39.87%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,781
shares
|
$545,518
0.11% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,720
shares
|
$542,432
0.12% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
10,613
shares
|
$537,017
0.05% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,410
shares
|
$526,746
0.03% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,065
shares
|
$509,289
0.23% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,956
shares
|
$503,773
0.05% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
9,886
shares
|
$500,231
0.2% of portfolio
|
Q4 2024
New holding
|