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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
237,823
shares
|
$12 Million
10.22% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
237,470
shares
|
$12 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
232,610
shares
|
$11.8 Million
3.41% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
222,593
shares
|
$11.3 Million
0.15% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
220,510
shares
|
$11.2 Million
8.49% of portfolio
|
Q2 2025
Reduced 34.0%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
219,214
shares
|
$11.1 Million
3.46% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
212,248
shares
|
$10.7 Million
4.34% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
210,224
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
207,944
shares
|
$10.5 Million
0.11% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
207,928
shares
|
$10.5 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
207,007
shares
|
$10.5 Million
1.12% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
206,710
shares
|
$10.5 Million
2.96% of portfolio
|
Q1 2025
Added 45.5%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
200,338
shares
|
$10.1 Million
3.26% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
198,104
shares
|
$10 Million
6.44% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
193,556
shares
|
$9.79 Million
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
191,951
shares
|
$9.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
188,580
shares
|
$9.54 Million
2.37% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
187,185
shares
|
$9.47 Million
0.28% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.47 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
186,211
shares
|
$9.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
181,790
shares
|
$9.2 Million
4.41% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
166,916
shares
|
$8.45 Million
0.88% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
163,333
shares
|
$8.26 Million
0.79% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
152,029
shares
|
$7.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
151,985
shares
|
$7.69 Million
0.0% of portfolio
|
Q1 2025
Added 0.72%
|