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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
395,307
shares
|
$20 Million
10.23% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
369,351
shares
|
$18.6 Million
2.09% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
357,979
shares
|
$18.1 Million
0.08% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
352,296
shares
|
$17.8 Million
10.51% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
337,510
shares
|
$17 Million
0.01% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
320,256
shares
|
$16.2 Million
3.19% of portfolio
|
Q2 2025
Reduced 53.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
319,718
shares
|
$16.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
318,421
shares
|
$16.1 Million
1.28% of portfolio
|
Q2 2025
Added 109.45%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,605
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
312,431
shares
|
$15.8 Million
0.55% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
306,049
shares
|
$15.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
301,759
shares
|
$15.2 Million
1.98% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
298,481
shares
|
$15.1 Million
3.91% of portfolio
|
Q2 2025
Added 28.32%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
296,075
shares
|
$14.9 Million
11.43% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
293,518
shares
|
$14.8 Million
3.1% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
286,204
shares
|
$14.5 Million
0.13% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
283,868
shares
|
$14.3 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
279,087
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
276,124
shares
|
$13.9 Million
0.03% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
270,270
shares
|
$13.6 Million
1.09% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
261,989
shares
|
$13.2 Million
0.54% of portfolio
|
Q2 2025
Reduced 46.36%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
261,220
shares
|
$13.2 Million
11.05% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
258,115
shares
|
$13 Million
1.15% of portfolio
|
Q2 2025
Added 118.49%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
246,155
shares
|
$12.4 Million
4.0% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
236,147
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|