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 |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
99,539
shares
|
$5.03 Million
2.23% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
99,200
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Added 58.2%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
98,919
shares
|
$4.99 Million
0.07% of portfolio
|
Q2 2025
Added 179.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
98,182
shares
|
$4.96 Million
2.45% of portfolio
|
Q2 2025
Added 1538.82%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
97,488
shares
|
$4.92 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
95,016
shares
|
$4.8 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
94,529
shares
|
$4.77 Million
1.34% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
90,818
shares
|
$4.59 Million
0.15% of portfolio
|
Q2 2025
Added 58.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
90,443
shares
|
$4.57 Million
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
87,525
shares
|
$4.42 Million
1.68% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
87,249
shares
|
$4.41 Million
0.87% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
86,808
shares
|
$4.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 58.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
85,901
shares
|
$4.34 Million
0.13% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
85,652
shares
|
$4.32 Million
3.94% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
85,502
shares
|
$4.32 Million
0.66% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
84,580
shares
|
$4.27 Million
0.64% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
84,368
shares
|
$4.26 Million
1.75% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
81,545
shares
|
$4.12 Million
1.88% of portfolio
|
Q2 2025
Added 1617.46%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
81,272
shares
|
$4.1 Million
33.58% of portfolio
|
Q2 2025
Reduced 40.55%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
80,823
shares
|
$4.08 Million
1.77% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
80,503
shares
|
$4.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
80,277
shares
|
$4.05 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
80,000
shares
|
$4.04 Million
3.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
78,770
shares
|
$3.98 Million
3.66% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
78,577
shares
|
$3.97 Million
0.36% of portfolio
|
Q2 2025
Added 8.9%
|