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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
9,886
shares
|
$499,144
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,856
shares
|
$497,629
0.0% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,819
shares
|
$495,761
0.01% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
9,792
shares
|
$494,398
0.09% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,638
shares
|
$486,622
0.0% of portfolio
|
Q1 2025
Reduced 31.69%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
9,532
shares
|
$481,270
0.41% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
9,169
shares
|
$462,942
0.03% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,129
shares
|
$460,923
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,123
shares
|
$460,620
0.03% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
9,055
shares
|
$457,186
0.08% of portfolio
|
Q2 2025
Added 93.86%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,957
shares
|
$452,238
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
8,518
shares
|
$430,073
0.05% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
8,492
shares
|
$428,761
0.03% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,360
shares
|
$422,096
0.01% of portfolio
|
Q2 2025
Reduced 36.03%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
8,248
shares
|
$416,441
0.28% of portfolio
|
Q2 2025
Reduced 60.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
8,139
shares
|
$410,938
0.06% of portfolio
|
Q2 2025
Reduced 87.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,083
shares
|
$408,110
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,909
shares
|
$399,325
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,846
shares
|
$396,144
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
7,800
shares
|
$393,822
0.27% of portfolio
|
Q1 2025
Added 875.0%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
7,750
shares
|
$391,297
0.07% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
7,744
shares
|
$390,994
0.29% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
7,677
shares
|
$387,611
0.14% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
7,602
shares
|
$383,824
0.0% of portfolio
|
Q2 2025
Added 89.96%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
7,547
shares
|
$381,048
0.0% of portfolio
|
Q2 2025
Reduced 76.95%
|