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 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,987
shares
|
$252,342
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,948
shares
|
$250,368
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,908
shares
|
$248,344
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
4,896
shares
|
$247,737
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,679
shares
|
$236,757
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
4,673
shares
|
$236,453
20.51% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,671
shares
|
$236,352
0.04% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,582
shares
|
$231,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
4,578
shares
|
$231,646
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,559
shares
|
$230,685
0.01% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,535
shares
|
$229,471
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,516
shares
|
$228,509
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
4,469
shares
|
$226,131
0.08% of portfolio
|
Q1 2025
Added 106.13%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,449
shares
|
$225,119
0.01% of portfolio
|
Q1 2025
Reduced 46.44%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,397
shares
|
$222,488
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,371
shares
|
$221,172
0.02% of portfolio
|
Q1 2025
Added 2814.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,290
shares
|
$217,074
0.0% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
4,200
shares
|
$212,520
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,160
shares
|
$210,496
0.12% of portfolio
|
Q4 2023
Reduced 28.88%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,130
shares
|
$208,978
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,061
shares
|
$205,486
0.01% of portfolio
|
Q1 2025
Reduced 44.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,057
shares
|
$205,284
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
4,014
shares
|
$203,108
0.13% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
4,004
shares
|
$202,602
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,002
shares
|
$202,501
0.0% of portfolio
|
Q1 2025
Reduced 8.21%
|