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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
435,469
shares
|
$22 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
418,322
shares
|
$21.2 Million
2.84% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
394,631
shares
|
$20 Million
0.13% of portfolio
|
Q1 2025
Reduced 56.53%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
369,351
shares
|
$18.7 Million
2.09% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
368,129
shares
|
$18.6 Million
5.38% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
363,550
shares
|
$18.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
352,296
shares
|
$17.8 Million
10.51% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
334,872
shares
|
$16.9 Million
1.49% of portfolio
|
Q1 2025
Added 67.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
329,915
shares
|
$16.7 Million
0.21% of portfolio
|
Q1 2025
Added 457.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,605
shares
|
$16 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%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
304,593
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2025
Added 42.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
302,480
shares
|
$15.3 Million
0.02% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
297,910
shares
|
$15.1 Million
1.91% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
296,075
shares
|
$15 Million
11.43% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
283,868
shares
|
$14.4 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
282,250
shares
|
$14.3 Million
3.12% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
276,591
shares
|
$14 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
266,744
shares
|
$13.5 Million
4.76% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
265,127
shares
|
$13.4 Million
4.89% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
261,989
shares
|
$13.3 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%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
259,489
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
258,115
shares
|
$13.1 Million
1.15% of portfolio
|
Q2 2025
Added 118.49%
|