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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
74,796
shares
|
$3.78 Million
0.86% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
73,873
shares
|
$3.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 75.51%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
72,152
shares
|
$3.65 Million
0.35% of portfolio
|
Q1 2025
Added 28.01%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
70,435
shares
|
$3.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
69,212
shares
|
$3.5 Million
0.14% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
67,781
shares
|
$3.43 Million
0.64% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
67,024
shares
|
$3.39 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
65,257
shares
|
$3.3 Million
0.18% of portfolio
|
Q2 2025
Added 62.78%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
64,566
shares
|
$3.27 Million
1.7% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
64,262
shares
|
$3.25 Million
1.3% of portfolio
|
Q4 2022
Reduced 98.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
63,454
shares
|
$3.21 Million
1.96% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
63,325
shares
|
$3.2 Million
0.64% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
61,725
shares
|
$3.12 Million
3.25% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
60,755
shares
|
$3.07 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
60,550
shares
|
$3.06 Million
0.77% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
59,868
shares
|
$3.03 Million
2.66% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
57,402
shares
|
$2.9 Million
0.12% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
56,046
shares
|
$2.84 Million
2.86% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
53,760
shares
|
$2.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
53,425
shares
|
$2.7 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
52,430
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
51,028
shares
|
$2.58 Million
0.79% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
49,803
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2023
Added 18.08%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
49,761
shares
|
$2.52 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
49,720
shares
|
$2.52 Million
2.43% of portfolio
|
Q2 2025
Added 24.83%
|