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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%)
As of 08/13/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$698.92M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$1.94B
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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
8/12/2026 Compass Financial Management LLC629$32K0.0%N/A0.000%
7/10/2026 Heck Capital Advisors LLC52,993$2.68M0.2%+8.3%0.041%
7/10/2026 FORM Wealth Advisors LLC60,645$3.07M0.3%-89.6%0.047%
7/10/2026 Redhawk Wealth Advisors Inc.6,496$329K0.0%N/A0.005%
7/9/2026 Financial Advisory Corp1,590,060$80.51M10.7%+6.4%1.224%
7/9/2026 Professional Financial Advisors LLC47,187$2.39M0.4%-6.0%0.036%
7/9/2026 Focus Financial Network Inc.31,778$1.61M0.0%-3.6%0.024%
7/9/2026 Legacy Wealth Asset Management LLC215,534$10.91M2.4%+8.0%0.166%
7/9/2026 Sax Wealth Advisors LLC75,792$3.84M0.1%-35.1%0.058%
7/9/2026 Worth Asset Management LLC98,356$4.98M1.6%-43.7%0.076%
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7/8/2026 Baring Financial LLC98,134$4.97M2.7%+1.5%0.076%
7/8/2026 3 Factor Indexing LLC25,962$1.31M1.1%-26.3%0.020%
7/8/2026 Elmwood Wealth Management Inc.221,166$11.20M2.8%-10.4%0.170%
7/8/2026 St. Louis Financial Planners Asset Management LLC61,513$3.11M1.6%-82.9%0.047%
7/7/2026 Pioneer Wealth Management Group100,203$5.07M1.2%-17.2%0.077%
7/7/2026 Dynamic Advisor Solutions LLC25,326$1.28M0.0%-17.8%0.020%
7/7/2026 Anderson Hoagland & Co.124,817$6.32M0.5%-14.5%0.096%
7/7/2026 Moulton 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%
6/3/2026 NewEdge Advisors LLC13,267$672K0.0%-17.9%0.010%
5/22/2026 Summitry LLC409,027$20.71M0.7%-0.5%0.310%
5/22/2026Wellington Grp LLC268,379$13.59M4.2%+9.1%0.204%
5/20/2026 Cadia Private Client LLC84,014$4.25M3.5%-0.3%0.064%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios 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%
5/16/2026 Measured Risk Portfolios Inc.21,892$1.11M1.2%+4.3%0.017%
5/15/2026 Intelligence Driven Advisers LLC17,044$863K0.2%+68.8%0.013%
5/15/2026Waverly Advisors LLC183,323$9.28M0.1%-17.8%0.139%
5/14/2026 GC Wealth Management RIA LLC5,478$277K0.0%+6.1%0.004%
5/13/2026 Cetera Investment Advisers1,035,906$52.45M0.1%-4.3%0.786%
5/13/2026 Wealthspire Retirement LLC90,088$4.56M0.3%-84.6%0.068%
5/13/2026 Acumen Wealth Advisors LLC49,242$2.49M0.7%+109.6%0.037%
5/12/2026 CacheTech Inc.8,383$424K0.1%-20.3%0.006%
5/8/2026 PNC Financial Services Group Inc.4,110$208K0.0%-5.2%0.003%
5/8/2026 Burling Wealth Partners LLC37,878$1.92M0.3%+12.4%0.029%
5/8/2026 Glenview Trust Co213,753$10.82M0.2%+88.5%0.162%
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5/8/2026 Madison Asset Management LLC4,503$228K0.0%-31.6%0.003%
5/7/2026 Hamel Associates Inc.154,390$7.82M2.2%-34.5%0.117%
5/7/2026 Vision Retirement LLC1,387$70K0.0%-53.1%0.001%
5/7/2026 Hershey Financial Advisers LLC74,870$3.79M3.3%-4.3%0.057%
5/6/2026 SteelPeak Wealth LLC117,397$5.94M0.2%-7.5%0.089%
5/6/2026 Independent Financial Group LLC14,940$756K0.0%N/A0.011%
5/6/2026 Smart Money Group LLC63,090$3.19M0.9%+10.7%0.048%
5/5/2026 D.A. Davidson & CO.5,109$259K0.0%-58.8%0.004%
5/5/2026 Bank of New York Mellon Corp35,645$1.81M0.0%-50.5%0.027%
5/5/2026 Geneos Wealth Management Inc.10,026$508K0.0%-25.0%0.008%
5/5/2026Sanctuary Advisors LLC95,592$4.84M0.0%+37.6%0.073%
5/4/2026 Mattern Capital Management LLC52,412$2.65M0.3%N/A0.040%
5/2/2026 Global Assets Advisory LLC12,764$602K0.1%N/A0.010%
5/2/2026 Diversify Wealth Management LLC11,537$584K0.0%N/A0.009%
5/2/2026 Valmark Advisers Inc.10,672$540K0.0%-13.2%0.008%
5/1/2026 Fifth Third Bancorp31,179$1.58M0.0%+1,237.0%0.024%
5/1/2026 Sovran Advisors LLC166,110$8.41M0.7%+2.4%0.126%
5/1/2026 WealthShield Partners LLC1,338$68K0.0%-17.5%0.001%
5/1/2026 Simplicity Wealth LLC11,435$579K0.0%-5.6%0.009%
4/30/2026 Robinson Smith Wealth Advisors LLC9,537$483K0.3%-48.3%0.007%
4/30/2026 Beacon Financial Group449,808$22.77M2.3%+0.8%0.342%
4/30/2026 Kestra Advisory Services LLC52,249$2.65M0.0%+3.0%0.040%
4/30/2026 Money Concepts Capital Corp61,232$3.10M0.2%+48.1%0.046%
4/29/2026Ascent Advisors LLC3,063$155K0.2%N/A0.002%
4/29/2026 Hartline Investment Corp213,380$10.80M1.2%+2.8%0.162%
4/28/2026 Cypress Capital LLC14,102$714K0.2%-90.8%0.011%
4/28/2026 Arbor Investment Advisors LLC1,337,826$67.73M8.8%+8.3%1.016%
4/28/2026 Ascentis Independent Advisors6,738$341K0.0%N/A0.005%
4/28/2026 Stephens Inc. AR38,351$1.94M0.0%-12.2%0.029%
4/28/2026 Koshinski Asset Management Inc.35,868$1.82M0.1%-1.6%0.027%
4/27/2026 Oxbow Advisors LLC86,100$4.36M0.4%-41.8%0.065%
4/27/2026 PFG Investments LLC5,345$271K0.0%+14.3%0.004%
4/27/2026 BIP Wealth LLC1,303,001$65.97M2.7%-13.0%0.984%
4/27/2026World Investment Advisors4,183$212K0.0%-16.4%0.003%
4/27/2026 Private Advisor Group LLC238,560$12.08M0.1%-11.5%0.180%
4/27/2026 Elevation Point Wealth Partners LLC114,522$5.80M0.1%-43.5%0.086%
4/27/2026 Sound Income Strategies LLC6,526$329K0.0%N/A0.005%
4/24/2026Capital Asset Advisory Services LLC1,182,871$59.82M2.1%+17.4%0.891%
4/24/2026 James Investment Research Inc.41,276$2.09M0.2%-4.0%0.031%
4/23/2026 Bigelow Investment Advisors LLC6,705$339K0.1%-27.4%0.005%
4/23/2026 Littlejohn Financial Services Inc.58,354$2.95M2.2%-27.6%0.044%
4/22/2026 Ifrah Financial Services Inc.515,848$26.12M6.9%-0.9%0.389%
4/22/2026 Janney Montgomery Scott LLC156,296$7.91M0.0%-10.6%0.118%
4/22/2026 Foundry Financial LLC50,782$2.57M1.1%+278.6%0.038%
4/22/2026 MFA Wealth Services25,829$1.31M0.9%+3.3%0.019%
4/22/2026 Yoder Wealth Management Inc.78,352$3.97M1.8%+47.6%0.058%
4/21/2026 Maridea Wealth Management LLC25,033$1.27M0.2%+12.1%0.019%
4/21/2026 Sugar Maple Asset Management LLC241,455$12.23M7.4%+21.9%0.180%
4/21/2026 J2 Capital Management Inc483,683$24.49M16.8%+80.0%0.361%
4/21/2026 AA Financial Advisors LLC31,540$1.60M0.2%N/A0.024%
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4/21/2026 Silver Oak Securities Incorporated245,240$12.42M0.9%-2.6%0.183%
4/20/2026Arta Finance Wealth Management LLC228,780$11.55M5.7%-17.1%0.171%
4/20/2026 Cardinal Point Capital Management ULC514,649$26.06M1.6%+32.3%0.384%
4/20/2026 Friedenthal Financial85,742$4.34M2.2%+9,732.8%0.064%
4/20/2026 RFG Advisory LLC8,557$433K0.0%-10.9%0.006%
4/20/2026 Apella Capital LLC7,867$398K0.0%N/A0.006%
4/18/2026 CENTRAL TRUST Co50,090$2.54M0.0%+3.7%0.037%
4/17/2026 Total Clarity Wealth Management Inc.46,158$2.34M0.5%+8.6%0.034%
4/17/2026 Worth Asset Management LLC174,572$8.84M3.3%N/A0.130%
4/17/2026 Sovereign Financial Group Inc.33,573$1.70M0.3%-1.9%0.025%


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), Envestnet Asset Management Inc. ($118.75M), UBS Group AG ($111.55M), Renaissance Technologies LLC ($92.13M), and Wealthspire Advisors LLC ($87.02M).Learn more on iShares Treasury Floating Rate Bond ETF's institutional investors.

Of the 437 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 13,828,376 shares in the last 24 months. This purchase volume represents approximately $698.92M 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), Axxcess Wealth Management LLC ($685.53K), Moloney Securities Asset Management LLC ($682.01K), SPC Financial Inc. ($562.88K), FORM Wealth Advisors LLC ($524.83K), BIP Wealth LLC ($510.32K), and Wealthspire Retirement LLC ($494.11K).

Institutional investors have sold a total of 38,357,895 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.


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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 8/12/2026. New 13F filings are added each quarter as they're published.
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