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 |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
54,282
shares
|
$2.74 Million
1.1% of portfolio
|
Q2 2025
Added 545.75%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
50,714
shares
|
$2.56 Million
1.93% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
49,803
shares
|
$2.51 Million
0.19% of portfolio
|
Q4 2023
Added 18.08%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
49,795
shares
|
$2.51 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
49,720
shares
|
$2.51 Million
2.43% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
49,262
shares
|
$2.49 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
48,202
shares
|
$2.43 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
47,277
shares
|
$2.39 Million
0.56% of portfolio
|
Q4 2022
Added 69.08%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
44,923
shares
|
$2.27 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
44,850
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 63.02%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
44,662
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
43,121
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
42,326
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
42,137
shares
|
$2.13 Million
0.61% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
41,501
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
40,077
shares
|
$2.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
39,991
shares
|
$2.02 Million
0.18% of portfolio
|
Q1 2025
Reduced 35.7%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
39,064
shares
|
$1.97 Million
1.24% of portfolio
|
Q2 2025
Reduced 61.6%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
39,063
shares
|
$1.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
38,478
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,295
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
38,089
shares
|
$1.92 Million
0.55% of portfolio
|
Q2 2025
Reduced 75.95%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
36,785
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
Added 29.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
36,569
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
35,024
shares
|
$1.77 Million
0.38% of portfolio
|
Q2 2025
Added 3.95%
|