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 |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
232,555
shares
|
$11.7 Million
11.63% of portfolio
|
Q2 2025
Reduced 65.88%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
220,542
shares
|
$11.1 Million
1.8% of portfolio
|
Q2 2025
Added 51.06%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
220,510
shares
|
$11.1 Million
8.49% of portfolio
|
Q2 2025
Reduced 34.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
216,925
shares
|
$11 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
212,285
shares
|
$10.7 Million
1.04% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
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%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
211,980
shares
|
$10.7 Million
9.37% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
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%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
209,745
shares
|
$10.6 Million
0.23% of portfolio
|
Q2 2025
Added 46.26%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
209,294
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
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
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
207,339
shares
|
$10.5 Million
4.02% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
205,826
shares
|
$10.4 Million
3.15% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
204,327
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 34.44%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
201,431
shares
|
$10.2 Million
2.37% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
201,002
shares
|
$10.1 Million
0.27% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
191,951
shares
|
$9.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
187,132
shares
|
$9.45 Million
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
186,869
shares
|
$9.44 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
186,290
shares
|
$9.41 Million
1.99% of portfolio
|
Q2 2025
Added 2818.53%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
186,174
shares
|
$9.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
181,790
shares
|
$9.18 Million
4.41% of portfolio
|
Q2 2025
Reduced 6.45%
|