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 447 institutions that hold shares in the stock, with a total of 87.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
159
shares
|
$8,045
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
129
shares
|
$6,527
0.0% of portfolio
|
Q3 2024
Reduced 27.93%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
123
shares
|
$6,223
0.0% of portfolio
|
Q4 2024
Reduced 90.91%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
104
shares
|
$5,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
91
shares
|
$4,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
84
shares
|
$4,250
0.0% of portfolio
|
Q4 2024
Reduced 98.81%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78
shares
|
$3,946
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
58
shares
|
$2,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
47
shares
|
$2,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
47
shares
|
$2,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$1,720
0.0% of portfolio
|
Q1 2025
Reduced 78.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$1,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
30
shares
|
$1,518
0.0% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
27
shares
|
$1,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
22
shares
|
$1,113
0.0% of portfolio
|
Q1 2025
Reduced 54.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
16
shares
|
$809
0.0% of portfolio
|
Q4 2024
Reduced 99.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13
shares
|
$657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$253
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
3
shares
|
$151
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|