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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
78,216
shares
|
$3.95 Million
0.86% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
77,842
shares
|
$3.93 Million
1.99% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,424
shares
|
$3.91 Million
0.93% of portfolio
|
Q2 2025
Added 39.77%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
76,794
shares
|
$3.88 Million
2.9% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
75,276
shares
|
$3.8 Million
3.05% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
72,079
shares
|
$3.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
71,360
shares
|
$3.6 Million
0.2% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
69,212
shares
|
$3.49 Million
0.14% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
65,257
shares
|
$3.29 Million
0.18% of portfolio
|
Q2 2025
Added 62.78%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
65,200
shares
|
$3.29 Million
2.59% of portfolio
|
Q2 2025
Added 126.01%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
64,566
shares
|
$3.26 Million
1.7% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
64,262
shares
|
$3.24 Million
1.3% of portfolio
|
Q4 2022
Reduced 98.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
63,454
shares
|
$3.2 Million
1.96% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
62,629
shares
|
$3.16 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
62,401
shares
|
$3.15 Million
0.11% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
62,360
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Added 90.03%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
61,725
shares
|
$3.12 Million
3.25% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
61,445
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
60,550
shares
|
$3.06 Million
0.77% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
59,868
shares
|
$3.02 Million
2.66% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
59,144
shares
|
$2.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.93%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
59,039
shares
|
$2.98 Million
0.23% of portfolio
|
Q2 2025
Added 43.77%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
58,314
shares
|
$2.94 Million
1.87% of portfolio
|
Q2 2025
Added 46.64%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.83 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
54,444
shares
|
$2.75 Million
0.84% of portfolio
|
Q2 2025
Added 27.94%
|