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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
25,370,114
shares
|
$1.28 Billion
7.18% of portfolio
|
Q2 2025
Added 5146.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,179,094
shares
|
$363 Million
0.03% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,082,216
shares
|
$307 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,117,645
shares
|
$208 Million
0.01% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,672,525
shares
|
$135 Million
0.02% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,210,725
shares
|
$112 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,813,317
shares
|
$91.6 Million
5.66% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,709,598
shares
|
$86.4 Million
0.13% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
1,624,059
shares
|
$82.1 Million
12.62% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
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%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
1,406,426
shares
|
$71.1 Million
6.04% of portfolio
|
Q2 2025
Added 151.03%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,350,586
shares
|
$68.2 Million
8.8% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,333,263
shares
|
$67.4 Million
1.66% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,312,504
shares
|
$66.3 Million
3.12% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,301,886
shares
|
$65.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,297,463
shares
|
$65.6 Million
0.37% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,125,826
shares
|
$56.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,051,139
shares
|
$53.1 Million
0.12% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$53 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
987,033
shares
|
$49.9 Million
11.15% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
974,449
shares
|
$49.2 Million
0.74% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
961,710
shares
|
$48.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
902,296
shares
|
$45.6 Million
0.01% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
891,461
shares
|
$45 Million
1.55% of portfolio
|
Q2 2025
Added 1.73%
|