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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
96,265
shares
|
$4.87 Million
2.24% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
95,016
shares
|
$4.81 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
94,572
shares
|
$4.79 Million
2.28% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
94,529
shares
|
$4.78 Million
1.34% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
90,818
shares
|
$4.6 Million
0.15% of portfolio
|
Q2 2025
Added 58.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
90,443
shares
|
$4.58 Million
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
88,837
shares
|
$4.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
86,808
shares
|
$4.39 Million
0.38% of portfolio
|
Q2 2025
Reduced 58.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
86,798
shares
|
$4.39 Million
0.11% of portfolio
|
Q1 2025
Added 23.39%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
85,652
shares
|
$4.33 Million
3.94% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
85,502
shares
|
$4.33 Million
0.66% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
84,580
shares
|
$4.28 Million
0.64% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
81,545
shares
|
$4.13 Million
1.88% of portfolio
|
Q2 2025
Added 1617.46%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
81,272
shares
|
$4.11 Million
33.58% of portfolio
|
Q2 2025
Reduced 40.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
80,773
shares
|
$4.09 Million
0.14% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
79,189
shares
|
$4.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.36%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
79,051
shares
|
$4 Million
3.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
78,948
shares
|
$3.99 Million
3.11% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
78,770
shares
|
$3.99 Million
3.66% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
78,216
shares
|
$3.96 Million
0.86% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
77,842
shares
|
$3.94 Million
1.99% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77,439
shares
|
$3.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,424
shares
|
$3.92 Million
0.93% of portfolio
|
Q2 2025
Added 39.77%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
77,312
shares
|
$3.91 Million
3.28% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
76,794
shares
|
$3.89 Million
2.9% of portfolio
|
Q2 2025
Added 5.95%
|