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 444 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,760,628
shares
|
$341 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,329,752
shares
|
$320 Million
0.1% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,916,262
shares
|
$198 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,526,641
shares
|
$128 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,347,201
shares
|
$119 Million
0.04% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,742,187
shares
|
$88 Million
0.12% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$84.9 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,647,090
shares
|
$83.2 Million
12.27% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,499,531
shares
|
$75.7 Million
2.79% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,457,611
shares
|
$73.6 Million
0.39% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$72.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,377,749
shares
|
$69.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,341,427
shares
|
$67.8 Million
1.48% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
1,341,064
shares
|
$67.7 Million
2.94% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,289,754
shares
|
$65.1 Million
8.32% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,099,822
shares
|
$55.6 Million
0.07% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,058,292
shares
|
$53.5 Million
11.31% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$52.9 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,047,196
shares
|
$52.9 Million
2.43% of portfolio
|
Q3 2025
Added 86.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,029,362
shares
|
$52 Million
0.02% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,018,061
shares
|
$51.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,001,612
shares
|
$50.6 Million
0.7% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
943,634
shares
|
$47.7 Million
1.54% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
925,902
shares
|
$46.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
865,610
shares
|
$43.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|