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 |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
33,261
shares
|
$1.68 Million
0.21% of portfolio
|
Q2 2025
Reduced 68.58%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
33,231
shares
|
$1.68 Million
0.48% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
33,095
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,667
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 66.91%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
32,548
shares
|
$1.64 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,757
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2020
Added 34.81%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
30,328
shares
|
$1.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
30,009
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
29,330
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
29,305
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 62.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
29,036
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Added 1170.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
28,420
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
28,313
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
27,561
shares
|
$1.39 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
27,209
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
27,167
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
26,465
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
26,374
shares
|
$1.33 Million
0.35% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,031
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 64.76%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
25,513
shares
|
$1.29 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,408
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
24,425
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
24,315
shares
|
$1.23 Million
0.42% of portfolio
|
Q2 2025
Reduced 48.58%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
24,188
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
24,009
shares
|
$1.21 Million
0.24% of portfolio
|
Q1 2025
Added 25.22%
|