iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

$50.65

+0.03 (+0.06%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 406
Total Institutional Inflows (last 12 months): $4.64B

Number of Institutional Sellers (last 12 months): 261
Total Institutional Outflows (last 12 months): $1.74B

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TFLO Institutional Buying and Selling by Quarter

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iShares Treasury Floating Rate Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	11,824	$599K	0.0%	-3.0%	0.009%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,440,842	$72.99M	0.3%	+7.7%	1.055%
7/26/2024	Signature Estate & Investment Advisors LLC	24,429	$1.24M	0.0%	-9.9%	0.018%
7/26/2024	Stash Investments LLC	535,076	$27.11M	17.9%	+9.5%	0.392%
7/26/2024	Bank of New York Mellon Corp	278,317	$14.10M	0.0%	+18.8%	0.204%
7/26/2024	Proficio Capital Partners LLC	147,970	$7.50M	0.8%	-9.6%	0.108%
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7/25/2024	TNF LLC	21,173	$1.07M	0.4%	-77.7%	0.016%
7/25/2024	Destination Wealth Management	40,428	$2.05M	0.1%	+0.6%	0.030%
7/25/2024	Beacon Capital Management LLC	1,415	$72K	0.0%	-14.0%	0.001%
7/24/2024	Family Firm Inc.	2,508	$127K	0.0%	N/A	0.002%
7/24/2024	Slow Capital Inc.	72,883	$3.69M	0.6%	N/A	0.053%
7/24/2024	Quotient Wealth Partners LLC	6,490	$329K	0.0%	-62.9%	0.005%
7/24/2024	Secure Asset Management LLC	20,842	$1.06M	0.2%	N/A	0.015%
7/24/2024	Capital Wealth Alliance LLC	146,499	$7.42M	4.2%	-8.7%	0.107%
7/24/2024	JB Capital LLC	10,429	$528K	0.0%	-11.5%	0.008%
7/24/2024	MN Wealth Advisors LLC	34,621	$1.75M	1.0%	-1.7%	0.025%
7/24/2024	Vishria Bird Financial Group LLC	143,583	$7.27M	3.1%	-0.7%	0.105%
7/23/2024	Private Advisory Group LLC	15,817	$801K	0.1%	-62.0%	0.012%
7/23/2024	Concourse Financial Group Securities Inc.	46,334	$2.35M	0.1%	-9.0%	0.034%
7/23/2024	Horst & Graben Wealth Management LLC	5,379	$273K	0.1%	-81.9%	0.004%
7/22/2024	Atria Wealth Solutions Inc.	261,448	$13.25M	0.1%	-27.5%	0.191%
7/22/2024	Alaska Wealth Advisors	2,351	$119K	0.0%	-9.5%	0.002%
7/22/2024	Fifth Third Bancorp	1,253	$63K	0.0%	N/A	0.001%
7/22/2024	Focus Financial Network Inc.	33,758	$1.71M	0.1%	-1.4%	0.025%
7/22/2024	Dakota Wealth Management	7,652	$388K	0.0%	N/A	0.006%
7/20/2024	First Horizon Advisors Inc.	3,676	$186K	0.0%	+201.8%	0.003%
7/20/2024	Raymond James Financial Services Advisors Inc.	1,769,080	$89.62M	0.1%	-0.1%	1.295%
7/19/2024	MONECO Advisors LLC	12,540	$635K	0.1%	-14.4%	0.009%
7/19/2024	Raymond James & Associates	307,857	$15.60M	0.0%	+3.3%	0.225%
7/19/2024	Calton & Associates Inc.	8,384	$425K	0.2%	-18.0%	0.006%
7/18/2024	Brookstone Capital Management	955,213	$48.31M	0.8%	+474.7%	0.699%
7/18/2024	Professional Financial Advisors LLC	53,079	$2.69M	0.7%	+35.3%	0.039%
7/17/2024	Physician Wealth Advisors Inc.	10,418	$527K	0.1%	N/A	0.008%
7/17/2024	W.H. Cornerstone Investments Inc.	4,290	$217K	0.2%	-37.5%	0.003%
7/17/2024	Divergent Wealth Advisors	438,780	$22.23M	4.3%	-0.3%	0.321%
7/17/2024	Montecito Bank & Trust	104,827	$5.31M	1.1%	+7.2%	0.077%
7/17/2024	Sharkey Howes & Javer	5,551	$281K	0.0%	-96.6%	0.004%
7/17/2024	SteelPeak Wealth LLC	12,467	$632K	0.0%	+23.4%	0.009%
7/17/2024	AdvisorNet Financial Inc	7,275	$369K	0.0%	-68.0%	0.005%
7/17/2024	Taylor & Morgan Wealth Management LLC	14,487	$734K	0.5%	-5.8%	0.011%
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7/16/2024	Envestnet Portfolio Solutions Inc.	139,740	$7.08M	0.0%	+20.8%	0.102%
7/16/2024	ORG Partners LLC	45,805	$2.31M	0.3%	N/A	0.034%
7/16/2024	Steele Capital Management Inc.	28,031	$1.42M	0.1%	-6.9%	0.021%
7/16/2024	Wealth Enhancement Advisory Services LLC	54,848	$2.78M	0.0%	-18.6%	0.040%
7/16/2024	Moulton Wealth Management Inc.	464,451	$23.47M	21.3%	+3.3%	0.340%
7/16/2024	Maia Wealth LLC	5,536	$280K	0.1%	N/A	0.004%
7/16/2024	Friedenthal Financial	2,792	$141K	0.1%	-41.7%	0.002%
7/16/2024	Cooper Financial Group	6,487	$329K	0.0%	-5.2%	0.005%
7/15/2024	Fifth Third Securities Inc.	85,167	$4.32M	0.4%	N/A	0.062%
7/15/2024	S. R. Schill & Associates	14,651	$742K	0.3%	+222.2%	0.011%
7/15/2024	Vigilare Wealth Management	15,873	$804K	0.4%	-72.7%	0.012%
7/15/2024	RFG Advisory LLC	49,143	$2.49M	0.1%	-39.5%	0.036%
7/13/2024	Pioneer Wealth Management Group	20,631	$1.05M	0.6%	N/A	0.015%
7/13/2024	Northwest Quadrant Wealth Management LLC	757,127	$38.36M	9.4%	+1.4%	0.554%
7/13/2024	Retirement Planning Group LLC	14,632	$741K	0.0%	-90.7%	0.011%
7/13/2024	Austin Private Wealth LLC	6,758	$342K	0.0%	-14.7%	0.005%
7/12/2024	Ignite Planners LLC	47,104	$2.38M	0.6%	+25.0%	0.034%
7/12/2024	Cypress Wealth Services LLC	4,015	$203K	0.0%	-40.3%	0.003%
7/12/2024	Diversify Advisory Services LLC	21,785	$1.10M	0.1%	-49.4%	0.016%
7/12/2024	Cardinal Point Capital Management ULC	86,988	$4.41M	0.8%	+81.1%	0.064%
7/12/2024	Pennsylvania Capital Management Inc. ADV	4,028	$204K	0.1%	-92.5%	0.003%
7/12/2024	St. Louis Financial Planners Asset Management LLC	248,911	$12.56M	10.8%	+16.4%	0.182%
7/12/2024	Shira Ridge Wealth Management	13,988	$709K	0.4%	+23.8%	0.010%
7/10/2024	Csenge Advisory Group	7,452	$378K	0.0%	-28.6%	0.005%
7/10/2024	Advocacy Wealth Management Services LLC	907,432	$45.97M	3.8%	-3.3%	0.664%
7/10/2024	Simplicity Wealth LLC	6,828	$346K	0.0%	+5.7%	0.005%
7/10/2024	Helen Stephens Group LLC	35,610	$1.80M	0.6%	+0.6%	0.026%
7/10/2024	Anderson Hoagland & Co.	22,985	$1.16M	0.1%	N/A	0.017%
7/10/2024	CWM LLC	148,217	$7.51M	0.0%	-14.7%	0.109%
7/9/2024	Park Avenue Securities LLC	75,886	$3.84M	0.0%	+35.4%	0.056%
7/9/2024	Parkside Advisors LLC	10,150	$514K	0.1%	-59.3%	0.007%
7/9/2024	Northwest Capital Management Inc	2,124	$108K	0.0%	-35.1%	0.002%
7/9/2024	Mather Group LLC.	36,995	$1.88M	0.0%	-23.0%	0.027%
7/8/2024	Insight Wealth Strategies LLC	227,083	$11.50M	1.6%	N/A	0.166%
7/5/2024	Stokes Family Office LLC	6,933	$351K	0.0%	-23.9%	0.005%
7/2/2024	Park Place Capital Corp	3,326	$168K	0.1%	-62.6%	0.002%
6/4/2024	Tactive Advisors LLC	18,111	$918K	0.5%	-43.2%	0.013%
5/28/2024	Verity Asset Management Inc.	4,895	$248K	0.1%	N/A	0.004%
5/24/2024	Cetera Advisor Networks LLC	748,749	$37.95M	0.2%	-34.9%	0.548%
5/24/2024	Cetera Advisors LLC	346,332	$17.56M	0.1%	+6.2%	0.254%
5/24/2024	Cetera Investment Advisers	1,778,274	$90.14M	0.2%	+4.5%	1.302%
5/21/2024	Atria Investments Inc	189,701	$9.62M	0.1%	-56.7%	0.139%
5/20/2024	Strategic Wealth Partners Ltd.	16,974	$860K	0.1%	-47.4%	0.012%
5/17/2024	Beacon Capital Management LLC	1,646	$83K	0.0%	-52.2%	0.001%
5/17/2024	Comerica Bank	35,272	$1.79M	0.0%	-28.5%	0.026%
5/16/2024	Jane Street Group LLC	82,758	$4.20M	0.0%	-63.7%	0.061%
5/16/2024	Redwood Investment Management LLC	16,874	$855K	0.1%	-20.7%	0.012%
5/16/2024	Sugar Maple Asset Management LLC	248,942	$12.62M	12.2%	N/A	0.182%
5/16/2024	B. Riley Wealth Advisors Inc.	144,283	$7.32M	0.2%	+26.3%	0.106%
5/16/2024	Ancora Advisors LLC	16,291	$826K	0.0%	+8.7%	0.012%
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5/16/2024	High Falls Advisors Inc	65,023	$3.30M	0.8%	-72.9%	0.048%
5/15/2024	Ascent Group LLC	55,981	$2.84M	0.3%	-75.1%	0.041%
5/15/2024	SVB Wealth LLC	83,504	$4.23M	0.1%	-19.1%	0.061%
5/15/2024	Fairview Capital Investment Management LLC	40,350	$2.05M	0.1%	-9.0%	0.030%
5/15/2024	Quadrature Capital Ltd	38,001	$1.93M	0.0%	N/A	0.028%
5/14/2024	Axxcess Wealth Management LLC	1,001,368	$50.76M	1.4%	+5.0%	0.733%
5/14/2024	OLD Mission Capital LLC	156,938	$7.96M	0.1%	+1,573.5%	0.115%
5/14/2024	Wellington Wealth Strategies LLC.	59,642	$3.02M	1.4%	N/A	0.044%
5/14/2024	CreativeOne Wealth LLC	88,373	$4.48M	0.2%	+156.4%	0.065%
5/14/2024	Karpus Management Inc.	61,850	$3.14M	0.1%	+127.8%	0.045%

(Data available from 1/1/2016 forward)

TFLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLO shares?: During the previous two years, 529 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($5.13B), Envestnet Asset Management Inc. ($1.46B), LPL Financial LLC ($595.51M), Bank of America Corp DE ($517.94M), Morgan Stanley ($379.43M), UBS Group AG ($220.54M), and JPMorgan Chase & Co. ($163.21M).Learn more on TFLO's institutional investors.
Which institutional investors have been buying iShares Treasury Floating Rate Bond ETF stock?: Of the 492 institutional investors that purchased iShares Treasury Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($29.25M), LPL Financial LLC ($8.21M), SPC Financial Inc. ($6.04M), UBS Group AG ($4.11M), CWM LLC ($4.03M), Envestnet Portfolio Solutions Inc. ($3.82M), and Morgan Stanley ($3.47M).
How much institutional buying is happening at iShares Treasury Floating Rate Bond ETF?: Institutional investors have bought a total of 150,078,532 shares in the last 24 months. This purchase volume represents approximately $7.60B in transactions.

Which iShares Treasury Floating Rate Bond ETF major shareholders have been selling company stock?: Of the 289 institutional investors that sold iShares Treasury Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SPC Financial Inc. ($4.63M), Envestnet Portfolio Solutions Inc. ($3.68M), Janney Montgomery Scott LLC ($3.24M), Osaic Holdings Inc. ($2.91M), Park Avenue Securities LLC ($2.15M), MV Capital Management Inc. ($1.88M), and Clarity Financial LLC ($1.30M).
How much institutional selling is happening at iShares Treasury Floating Rate Bond ETF?: Institutional investors have sold a total of 45,709,733 shares in the last 24 months. This volume of shares sold represents approximately $2.31B in transactions.