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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
150,241
shares
|
$7.6 Million
0.05% of portfolio
|
Q1 2025
Added 63.92%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
146,001
shares
|
$7.39 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
144,618
shares
|
$7.32 Million
6.6% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
143,401
shares
|
$7.26 Million
0.23% of portfolio
|
Q1 2025
Added 1288.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
140,018
shares
|
$7.08 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
139,822
shares
|
$7.07 Million
3.2% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
139,623
shares
|
$7.06 Million
4.46% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
139,471
shares
|
$7.06 Million
2.64% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
138,162
shares
|
$6.99 Million
0.08% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
132,588
shares
|
$6.71 Million
1.8% of portfolio
|
Q2 2025
Added 99.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
131,169
shares
|
$6.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
130,157
shares
|
$6.59 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
129,668
shares
|
$6.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
124,268
shares
|
$6.29 Million
2.45% of portfolio
|
Q1 2025
Added 107.02%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
122,601
shares
|
$6.2 Million
0.25% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
121,501
shares
|
$6.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
113,594
shares
|
$5.75 Million
0.07% of portfolio
|
Q1 2025
Added 228.11%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
111,465
shares
|
$5.64 Million
4.36% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
109,270
shares
|
$5.53 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
107,527
shares
|
$5.44 Million
2.8% of portfolio
|
Q1 2025
Added 62.71%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
101,967
shares
|
$5.16 Million
0.5% of portfolio
|
Q2 2025
Added 46.88%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
99,200
shares
|
$5.02 Million
0.01% of portfolio
|
Q2 2025
Added 58.2%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
98,715
shares
|
$4.99 Million
0.21% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
97,488
shares
|
$4.93 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
96,518
shares
|
$4.88 Million
0.02% of portfolio
|
Q1 2025
Added 15.93%
|