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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
94
shares
|
$4,746
0.0% of portfolio
|
Q2 2025
Reduced 43.03%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
91
shares
|
$4,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
90
shares
|
$4,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
84
shares
|
$4,241
0.0% of portfolio
|
Q4 2024
Reduced 98.81%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
80
shares
|
$4,039
0.0% of portfolio
|
Q2 2025
Reduced 99.18%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78
shares
|
$3,938
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$2,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
48
shares
|
$2,423
0.0% of portfolio
|
Q2 2025
Reduced 96.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
47
shares
|
$2,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$2,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30
shares
|
$1,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
27
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$1,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
22
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
Reduced 54.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16
shares
|
$807
0.0% of portfolio
|
Q4 2024
Reduced 99.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16
shares
|
$807
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$252
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
4
shares
|
$201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
3
shares
|
$151
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|