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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.57 -0.01 (-0.02%)
Closing price 04:10 PM Eastern
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$50.58 +0.01 (+0.01%)
As of 07:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Number of
Institutional Buyers
(last 12 months)
252
Total
Institutional Inflows
(last 12 months)
$683.07M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$1.97B
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TFLO Institutional Buying and Selling by Quarter

iShares Treasury Floating Rate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Sax Wealth Advisors LLC61,156$3.10M0.1%-19.3%0.044%
10/13/2026Moulton Wealth Management Inc.225,145$11.37M7.7%-17.0%0.161%
10/13/2026Avior Wealth Management LLC7,540$382K0.0%N/A0.005%
10/9/2026Castle Rock Wealth Management LLC363,427$18.37M3.5%+19.5%0.260%
10/9/2026Wedmont Private Capital13,966$706K0.0%+21.7%0.010%
10/9/2026Intelligence Driven Advisers LLC43,297$2.19M0.4%+148.0%0.031%
10/9/2026Athena Wealth Management LLC8,356$423K0.3%-60.1%0.006%
10/9/2026Legacy Wealth Asset Management LLC228,247$11.57M2.5%+5.9%0.164%
10/9/2026Midwest Financial Partners Investments Inc.420,997$21.33M8.2%+13.6%0.302%
10/8/2026Farther Finance Advisors LLC381,270$19.32M0.1%-3.7%0.273%
10/8/2026Tactive Advisors LLC69,091$3.50M0.8%+632.4%0.049%
10/7/2026Baring Financial LLC100,850$5.11M2.8%+2.8%0.072%
10/7/2026Worth Asset Management LLC111,085$5.63M1.6%+12.9%0.080%
10/7/2026Weaver Consulting Group391,229$19.82M3.8%+15.0%0.280%
10/1/2026 Montecito Bank & Trust135,668$6.87M1.0%N/A0.099%
10/1/2026 Stonebridge Financial Group LLC285,566$14.47M1.0%+97.1%0.209%
9/23/2026Envestnet Portfolio Solutions Inc.6,203$314K0.0%-66.3%0.005%
9/23/2026Envestnet Asset Management Inc.1,037,507$52.53M0.0%-40.7%0.762%
9/11/2026Talon Private Wealth LLC6,447$326K0.0%+15.6%0.005%
9/9/2026Sequoia Financial Advisors LLC7,753$393K0.0%N/A0.006%
9/9/2026Van Hulzen Asset Management LLC100,634$5.10M0.4%-3.4%0.077%
9/9/2026Lunt Capital Management Inc.125,678$6.36M2.3%+23.2%0.096%
9/9/2026SVB Wealth LLC11,829$599K0.0%+4.0%0.009%
9/9/2026Capital Advantage Inc.270,246$13.68M1.7%N/A0.206%
9/9/2026Integrated Wealth Concepts LLC32,264$1.63M0.0%-16.2%0.025%
9/9/2026RFG Advisory LLC6,587$333K0.0%-23.0%0.005%
9/9/2026NewEdge Advisors LLC14,803$749K0.0%+11.6%0.011%
9/9/2026IFP Advisors Inc363,276$18.39M0.3%+22.6%0.276%
9/9/2026Baird Financial Group Inc.6,289$318K0.0%N/A0.005%
9/8/2026Mraz Amerine & Associates Inc.58,625$2.97M0.4%+7.3%0.045%
9/8/2026Allworth Financial LP64,402$3.26M0.0%+1.7%0.049%
9/8/2026Waverly Advisors LLC185,230$9.38M0.1%+1.0%0.141%
9/2/2026Citadel Advisors LLC17,188$870K0.0%-79.9%0.013%
8/28/2026Cornerstone Financial Management LLC3,615$183K0.1%-5.6%0.003%
8/27/2026Corient Private Wealth LP56,566$2.86M0.0%N/A0.043%
8/26/2026Wellington Grp LLC278,621$14.11M3.6%+3.8%0.212%
8/23/2026Ameritas Advisory Services LLC84,218$4.26M0.1%+54.8%0.064%
8/23/2026Guardian Wealth Advisors LLC NC7,239$366K0.0%-7.9%0.006%
8/23/2026Wedmont Private Capital11,478$580K0.0%+115.0%0.009%
8/23/2026Nilsine Partners LLC50,286$2.55M0.2%-10.3%0.038%
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8/23/2026Hutchens & Kramer Investment Management Group LLC223,131$11.30M3.1%+0.7%0.170%
8/22/2026Compass Financial Management LLC629$32K0.0%N/A0.000%
8/22/2026Invested Advisors6,778$343K0.3%-34.8%0.005%
8/22/2026Legacy Wealth Managment LLC ID3,969$201K0.1%+44.6%0.003%
8/22/2026TD Waterhouse Canada Inc.4,734$239K0.0%-6.6%0.004%
8/21/2026Andina Capital Management LLC12,976$657K1.1%N/A0.010%
8/21/2026Secure Asset Management LLC28,332$1.43M0.2%+18.8%0.022%
8/21/2026Rinkey Investments961,211$48.67M11.0%+20.6%0.732%
8/12/2026Compass Financial Management LLC629$32K0.0%N/A0.000%
7/10/2026Heck Capital Advisors LLC52,993$2.68M0.2%+8.3%0.041%
7/10/2026FORM Wealth Advisors LLC60,645$3.07M0.3%-89.6%0.047%
7/10/2026Redhawk Wealth Advisors Inc.6,496$329K0.0%N/A0.005%
7/9/2026Financial Advisory Corp1,590,060$80.51M10.7%+6.4%1.224%
7/9/2026Professional Financial Advisors LLC47,187$2.39M0.4%-6.0%0.036%
7/9/2026Focus Financial Network Inc.31,778$1.61M0.0%-3.6%0.024%
7/9/2026Legacy Wealth Asset Management LLC215,534$10.91M2.4%+8.0%0.166%
7/9/2026Sax Wealth Advisors LLC75,792$3.84M0.1%-35.1%0.058%
7/9/2026Worth Asset Management LLC98,356$4.98M1.6%-43.7%0.076%
7/8/2026Baring Financial LLC98,134$4.97M2.7%+1.5%0.076%
7/8/20263 Factor Indexing LLC25,962$1.31M1.1%-26.3%0.020%
7/8/2026Elmwood Wealth Management Inc.221,166$11.20M2.8%-10.4%0.170%
7/8/2026St. Louis Financial Planners Asset Management LLC61,513$3.11M1.6%-82.9%0.047%
7/7/2026Pioneer Wealth Management Group100,203$5.07M1.2%-17.2%0.077%
7/7/2026Dynamic Advisor Solutions LLC25,326$1.28M0.0%-17.8%0.020%
7/7/2026Anderson Hoagland & Co.124,817$6.32M0.5%-14.5%0.096%
7/7/2026Moulton Wealth Management Inc.271,371$13.70M9.1%-41.2%0.209%
7/6/2026 Stonebridge Financial Group LLC144,911$7.34M0.6%-3.1%0.112%
6/3/2026NewEdge Advisors LLC13,267$672K0.0%-17.9%0.010%
5/22/2026Summitry LLC409,027$20.71M0.7%-0.5%0.310%
5/22/2026Wellington Grp LLC268,379$13.59M4.2%+9.1%0.204%
5/20/2026Cadia Private Client LLC84,014$4.25M3.5%-0.3%0.064%
5/19/2026NewEdge Advisors LLC8,213$416K0.0%-49.2%0.006%
5/19/2026Bank of America Corp DE7,745,149$392.14M0.0%+33.0%5.876%
5/19/2026Centaurus Financial Inc.11,144$564K0.0%-8.6%0.008%
5/19/2026Arkadios Wealth Advisors15,142$767K0.0%-15.3%0.011%
5/18/2026Talon Private Wealth LLC5,577$282K0.0%N/A0.004%
5/18/2026Royal Bank of Canada1,023,783$51.84M0.0%-18.6%0.777%
5/16/2026Measured Risk Portfolios Inc.21,892$1.11M1.2%+4.3%0.017%
5/15/2026Intelligence Driven Advisers LLC17,044$863K0.2%+68.8%0.013%
5/15/2026Waverly Advisors LLC183,323$9.28M0.1%-17.8%0.139%
5/14/2026GC Wealth Management RIA LLC5,478$277K0.0%+6.1%0.004%
5/13/2026Cetera Investment Advisers1,035,906$52.45M0.1%-4.3%0.786%
5/13/2026Wealthspire Retirement LLC90,088$4.56M0.3%-84.6%0.068%
5/13/2026Acumen Wealth Advisors LLC49,242$2.49M0.7%+109.6%0.037%
5/12/2026CacheTech Inc.8,383$424K0.1%-20.3%0.006%
5/8/2026PNC Financial Services Group Inc.4,110$208K0.0%-5.2%0.003%
5/8/2026Burling Wealth Partners LLC37,878$1.92M0.3%+12.4%0.029%
5/8/2026Glenview Trust Co213,753$10.82M0.2%+88.5%0.162%
5/8/2026Madison Asset Management LLC4,503$228K0.0%-31.6%0.003%
5/7/2026Hamel Associates Inc.154,390$7.82M2.2%-34.5%0.117%
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5/7/2026Vision Retirement LLC1,387$70K0.0%-53.1%0.001%
5/7/2026Hershey Financial Advisers LLC74,870$3.79M3.3%-4.3%0.057%
5/6/2026SteelPeak Wealth LLC117,397$5.94M0.2%-7.5%0.089%
5/6/2026Independent Financial Group LLC14,940$756K0.0%N/A0.011%
5/6/2026Smart Money Group LLC63,090$3.19M0.9%+10.7%0.048%
5/5/2026D.A. Davidson & CO.5,109$259K0.0%-58.8%0.004%
5/5/2026Bank of New York Mellon Corp35,645$1.81M0.0%-50.5%0.027%
5/5/2026Geneos Wealth Management Inc.10,026$508K0.0%-25.0%0.008%
5/5/2026Sanctuary Advisors LLC95,592$4.84M0.0%+37.6%0.073%
5/4/2026Mattern Capital Management LLC52,412$2.65M0.3%N/A0.040%


TFLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 513 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($392.14M), LPL Financial LLC ($340.93M), Morgan Stanley ($183.26M), UBS Group AG ($111.55M), Renaissance Technologies LLC ($92.13M), Wealthspire Advisors LLC ($87.02M), and Financial Advisory Corp ($80.51M).Learn more on iShares Treasury Floating Rate Bond ETF's institutional investors.

Of the 439 institutional investors that purchased iShares Treasury Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Laurel Wealth Advisors LLC ($24.96M), Bank of America Corp DE ($2.82M), SPC Financial Inc. ($2.28M), Financial Advisory Corp ($1.75M), LPL Financial LLC ($1.40M), Raymond James Financial Inc. ($1.35M), and Oxbow Advisors LLC ($1.05M).

Institutional investors have bought a total of 13,514,426 shares in the last 24 months. This purchase volume represents approximately $683.07M in transactions.

Of the 228 institutional investors that sold iShares Treasury Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($24.81M), Envestnet Asset Management Inc. ($712.85K), Axxcess Wealth Management LLC ($685.53K), Moloney Securities Asset Management LLC ($682.01K), SPC Financial Inc. ($562.88K), FORM Wealth Advisors LLC ($524.83K), and BIP Wealth LLC ($510.32K).

Institutional investors have sold a total of 38,978,014 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:TFLO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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