# ISHARES TR (TFLO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TFLO/

- Reporting holders: 22
- Reported value: $136.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $21.3M | 420,997 | 8.2% | 2 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $19.8M | 391,229 | 3.9% | 15 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $19.3M | 381,270 | 0.1% | 16 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $18.4M | 363,427 | 3.5% | 14 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $14.5M | 285,566 | 1.1% | 8 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $11.6M | 228,247 | 2.5% | 16 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $6.9M | 135,668 | 1.0% | 15 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $5.7M | 112,603 | 1.3% | 9 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $5.6M | 111,085 | 1.6% | 3 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $5.1M | 100,850 | 2.7% | 8 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $3.5M | 69,091 | 0.8% | 11 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $2.2M | 43,297 | 0.4% | 11 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $706.1K | 13,966 | 0.0% | 3 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $428.8K | 8,462 | 0.1% | 1 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $423.4K | 8,356 | 0.3% | 2 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $397.6K | 7,867 | 0.0% | 3 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $306.1K | 6,042 | 0.2% | 8 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $301.1K | 5,942 | 0.1% | 15 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $205.7K | 4,060 | 0.0% | 27 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $21.1K | 416 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $17.7K | 350 | 0.0% | 11 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $9.2K | 182 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $136.7M |
| Q2 2026 | 426 | $3.7B |
| Q1 2026 | 416 | $3.8B |
| Q4 2025 | 414 | $3.6B |
| Q3 2025 | 391 | $3.7B |
| Q2 2025 | 405 | $4.0B |
| Q1 2025 | 394 | $4.0B |
| Q4 2024 | 410 | $4.0B |
| Q3 2024 | 389 | $4.0B |
| Q2 2024 | 413 | $4.1B |
| Q1 2024 | 433 | $4.6B |
| Q4 2023 | 526 | $8.9B |