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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,549
shares
|
$280,169
0.05% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,490
shares
|
$277,190
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,316
shares
|
$268,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,283
shares
|
$266,738
0.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,228
shares
|
$263,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,227
shares
|
$263,911
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,041
shares
|
$254,520
0.01% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
5,033
shares
|
$254,116
0.17% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,986
shares
|
$251,743
0.01% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,908
shares
|
$247,804
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
4,896
shares
|
$247,199
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,679
shares
|
$236,242
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
4,673
shares
|
$235,939
20.51% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,582
shares
|
$231,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,535
shares
|
$228,972
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
4,425
shares
|
$223,418
0.14% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,397
shares
|
$222,004
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
4,351
shares
|
$219,681
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,318
shares
|
$218,015
0.09% of portfolio
|
Q2 2025
Reduced 80.93%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,290
shares
|
$216,602
0.0% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
4,260
shares
|
$215,087
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,236
shares
|
$213,875
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
4,229
shares
|
$213,522
0.15% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,160
shares
|
$210,038
0.12% of portfolio
|
Q4 2023
Reduced 28.88%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,130
shares
|
$208,523
0.17% of portfolio
|
Q1 2025
New holding
|