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 |
|---|---|---|---|---|---|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
178,461
shares
|
$9.01 Million
2.63% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
175,492
shares
|
$8.86 Million
3.9% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
170,551
shares
|
$8.61 Million
0.76% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
166,916
shares
|
$8.43 Million
0.88% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
154,616
shares
|
$7.81 Million
6.2% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
149,028
shares
|
$7.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
148,473
shares
|
$7.5 Million
1.99% of portfolio
|
Q2 2025
Reduced 28.17%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
146,845
shares
|
$7.41 Million
0.33% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
142,956
shares
|
$7.22 Million
4.14% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
140,018
shares
|
$7.07 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
139,471
shares
|
$7.04 Million
2.64% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
137,223
shares
|
$6.93 Million
0.01% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
132,588
shares
|
$6.69 Million
1.8% of portfolio
|
Q2 2025
Added 99.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
131,169
shares
|
$6.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
129,898
shares
|
$6.56 Million
0.27% of portfolio
|
Q2 2025
Reduced 76.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
128,323
shares
|
$6.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
122,601
shares
|
$6.19 Million
0.25% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
121,501
shares
|
$6.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
118,856
shares
|
$6 Million
2.39% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
112,298
shares
|
$5.67 Million
0.02% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
111,465
shares
|
$5.63 Million
4.36% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
109,270
shares
|
$5.52 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
108,689
shares
|
$5.49 Million
1.96% of portfolio
|
Q2 2025
Added 2332.07%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
103,627
shares
|
$5.23 Million
2.59% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
101,967
shares
|
$5.15 Million
0.5% of portfolio
|
Q2 2025
Added 46.88%
|