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 447 institutions that hold shares in the stock, with a total of 87.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
859,393
shares
|
$43.5 Million
0.1% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
823,009
shares
|
$41.6 Million
0.01% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
820,615
shares
|
$41.5 Million
13.26% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Stash Investments, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
723,577
shares
|
$36.6 Million
17.39% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
713,678
shares
|
$36.1 Million
0.05% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
712,598
shares
|
$36.1 Million
5.44% of portfolio
|
Q1 2025
Added 1029.64%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
681,715
shares
|
$34.5 Million
7.13% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
681,526
shares
|
$34.5 Million
37.04% of portfolio
|
Q1 2025
Added 52.39%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
659,530
shares
|
$33.4 Million
9.28% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
654,710
shares
|
$33.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
650,880
shares
|
$32.9 Million
1.59% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
588,939
shares
|
$29.8 Million
16.74% of portfolio
|
Q1 2025
Added 64.55%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
575,067
shares
|
$29.1 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
561,451
shares
|
$28.4 Million
2.25% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
560,264
shares
|
$28.3 Million
2.52% of portfolio
|
Q1 2025
Reduced 64.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
553,437
shares
|
$28 Million
1.2% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
533,271
shares
|
$27 Million
1.77% of portfolio
|
Q4 2023
Reduced 16.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
528,631
shares
|
$26.7 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
504,538
shares
|
$25.5 Million
7.44% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
491,325
shares
|
$24.9 Million
1.36% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
483,526
shares
|
$24.5 Million
3.92% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
480,543
shares
|
$24.3 Million
0.3% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
471,140
shares
|
$23.8 Million
8.14% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
458,831
shares
|
$23.2 Million
4.25% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
455,739
shares
|
$23.1 Million
0.02% of portfolio
|
Q1 2025
Added 22087.88%
|