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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
873,529
shares
|
$44.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
789,698
shares
|
$39.9 Million
0.05% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
759,108
shares
|
$38.3 Million
5.32% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
748,412
shares
|
$37.8 Million
9.18% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Stash Investments, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
723,577
shares
|
$36.5 Million
17.39% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
707,477
shares
|
$35.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 52.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
705,696
shares
|
$35.6 Million
0.04% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
685,401
shares
|
$34.6 Million
1.69% of portfolio
|
Q2 2025
Added 39.5%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
680,627
shares
|
$34.4 Million
10.45% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
651,974
shares
|
$32.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
650,880
shares
|
$32.9 Million
1.59% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
606,425
shares
|
$30.6 Million
0.7% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
594,718
shares
|
$30 Million
0.0% of portfolio
|
Q2 2025
Added 1873.32%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
561,451
shares
|
$28.3 Million
2.25% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
553,850
shares
|
$28 Million
0.02% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
534,668
shares
|
$27 Million
0.16% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
533,271
shares
|
$26.9 Million
1.77% of portfolio
|
Q4 2023
Reduced 16.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
531,336
shares
|
$26.8 Million
1.8% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
504,192
shares
|
$25.5 Million
7.06% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
480,547
shares
|
$24.3 Million
0.29% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
448,487
shares
|
$22.6 Million
0.07% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
421,518
shares
|
$21.3 Million
2.51% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
411,469
shares
|
$20.8 Million
0.54% of portfolio
|
Q2 2025
Added 73.27%
|