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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

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(As of 04/23/2024 ET)
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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)
418
Total
Institutional Inflows
(last 12 months)
$5.32B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$1.06B
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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
4/23/2024Lunt Capital Management Inc.166,596$8.45M4.2%+5.9%0.125%
4/23/2024Global Retirement Partners LLC92,027$4.67M0.2%-13.5%0.069%
4/23/2024Arbor Investment Advisors LLC1,333,970$67.62M9.9%+6.3%0.997%
4/23/2024Hamel Associates Inc.262,350$13.30M4.3%+780.4%0.196%
4/23/2024Venturi Wealth Management LLC618$31K0.0%-97.4%0.000%
4/23/2024Strategic Blueprint LLC42,401$2.15M0.2%-65.1%0.032%
4/23/2024Raymond James Financial Services Advisors Inc.1,770,621$89.75M0.1%-6.1%1.323%
4/22/2024Strategic Financial Concepts LLC80,578$4.09M1.0%+12.2%0.060%
4/22/2024Vishria Bird Financial Group LLC144,660$7.33M3.1%+0.4%0.108%
4/22/2024Nilsine Partners LLC12,275$622K0.1%-52.3%0.009%
4/22/2024Horst & Graben Wealth Management LLC29,660$1.50M0.3%-90.0%0.022%
4/22/2024Raymond James & Associates298,166$15.11M0.0%-75.8%0.223%
4/22/2024BTS Asset Management Inc.15,857$804K0.7%+8.9%0.012%
4/19/2024Core Wealth Partners LLC14,882$754K0.6%-6.3%0.011%
4/19/2024Advisor Resource Council4,355$221K0.1%-89.8%0.003%
4/19/2024OMNI 360 Wealth Inc.5,234$265K0.2%-25.5%0.004%
4/19/2024Yoder Wealth Management Inc.36,442$1.85M1.2%+245.4%0.027%
4/18/2024Shira Ridge Wealth Management11,295$573K0.3%+51.5%0.008%
4/18/2024MV Capital Management Inc.21,737$1.10M0.1%-92.0%0.016%
4/18/2024Sharkey Howes & Javer162,146$8.22M1.3%-31.8%0.121%
4/18/2024Woodmont Investment Counsel LLC3,086$156K0.0%N/A0.002%
4/18/2024Panoramic Investment Advisors LLC16,365$830K0.6%-54.1%0.012%
4/18/2024Park Place Capital Corp8,895$451K0.2%-57.7%0.007%
4/18/2024RHS Financial LLC4,654$236K0.1%+5.9%0.003%
4/18/2024Pettinga Financial Advisors LLC4,139$210K0.1%-94.2%0.003%
4/18/2024SteelPeak Wealth LLC10,100$512K0.0%-94.0%0.008%
4/18/2024WJ Wealth Management LLC284,606$14.43M5.7%-29.9%0.213%
4/17/2024Trilogy Capital Inc.5,648$286K0.0%-27.1%0.004%
4/17/2024Founders Financial Securities LLC287,211$14.56M1.5%+29.4%0.215%
4/17/2024Criterion Capital Advisors LLC1,591$81K0.1%-17.7%0.001%
4/16/2024Weaver Consulting Group256,677$13.01M4.8%+1.2%0.192%
4/16/2024Firethorn Wealth Partners LLC10,985$557K0.3%-64.3%0.008%
4/16/2024Tsfg LLC59,790$3.03M0.8%N/A0.045%
4/16/2024Calton & Associates Inc.10,222$518K0.3%-42.4%0.008%
4/16/2024Capital Asset Advisory Services LLC976,214$49.29M2.8%+3.6%0.730%
4/16/2024Cypress Wealth Services LLC6,724$341K0.1%-88.9%0.005%
4/16/2024Dohj LLC41,407$2.10M0.6%-36.0%0.031%
4/16/2024Wealth Enhancement Advisory Services LLC67,375$3.42M0.0%-16.2%0.050%
4/16/2024Advocacy Wealth Management Services LLC938,753$47.59M4.1%-23.1%0.702%
4/15/2024Wealthcare Advisory Partners LLC10,281$521K0.0%+56.9%0.008%
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4/15/2024Clarity Financial LLC24,215$1.23M0.2%-16.5%0.018%
4/15/2024Sovereign Financial Group Inc.18,938$960K0.3%+11.5%0.014%
4/15/2024Brookstone Capital Management166,197$8.43M0.2%-30.7%0.124%
4/15/2024Sunbelt Securities Inc.3,000$152K0.0%-8.7%0.002%
4/15/2024Disciplined Investments LLC94,410$4.79M2.6%+10.8%0.071%
4/15/2024Sound Income Strategies LLC2,781$141K0.0%+12.9%0.002%
4/13/2024 Retirement Planning Group LLC157,876$8.00M0.6%+81.0%0.085%
4/12/2024 Dynamic Advisor Solutions LLC91,061$4.62M0.2%+14.9%0.049%
4/12/2024 Northwest Quadrant Wealth Management LLC746,822$37.86M9.3%+1.4%0.400%
4/12/2024 Austin Private Wealth LLC7,918$400K0.0%-96.4%0.004%
4/12/2024 Ignite Planners LLC37,682$1.90M0.5%+68.2%0.020%
4/12/2024 Range Financial Group LLC11,177$567K0.3%+77.4%0.006%
4/12/2024 AdvisorNet Financial Inc22,766$1.15M0.1%-30.8%0.012%
4/12/2024Lane & Associates LLC10,298$522K0.3%-41.5%0.006%
4/11/2024 Market Street Wealth Management Advisors LLC17,633$894K0.2%-49.5%0.009%
4/11/2024 Cooper Financial Group6,841$347K0.1%-46.8%0.004%
4/11/2024 Salem Investment Counselors Inc.772$39K0.0%-23.1%0.000%
4/11/2024 Sebold Capital Management Inc.5,434$275K0.2%N/A0.003%
4/11/2024 RFG Advisory LLC81,237$4.12M0.1%-40.7%0.044%
4/11/2024 Moulton Wealth Management Inc.449,757$22.80M23.9%+15.0%0.241%
4/10/2024 Parkside Advisors LLC24,965$1.27M0.3%N/A0.013%
4/10/2024 LexAurum Advisors LLC10,581$536K0.1%-25.0%0.006%
4/10/2024 Park Avenue Securities LLC56,036$2.84M0.0%-97.5%0.030%
4/10/2024 American National Bank7,642$387K0.1%-9.3%0.004%
4/10/2024 St. Louis Financial Planners Asset Management LLC213,760$10.79M9.7%+9.0%0.114%
4/10/2024 Signal Advisors Wealth LLC9,078$460K0.1%-69.4%0.005%
4/10/2024 Clearview Wealth Advisors LLC35,761$1.81M1.9%+103.7%0.019%
4/9/2024 Montecito Bank & Trust97,758$4.96M1.0%+1.2%0.052%
4/9/2024 Northwest Capital Management Inc3,274$166K0.1%+35.1%0.002%
4/9/2024 New Capital Management LP87,860$4.45M1.3%-6.5%0.047%
4/9/2024 Mainsail Asset Management LLC12,001$608K0.5%+110.9%0.006%
4/5/2024 NBC Securities Inc.998$51K0.0%-29.6%0.001%
4/4/2024 S. R. Schill & Associates4,547$230K0.1%+14.2%0.002%
4/3/2024 Arden Trust Co241,133$12.22M1.7%-41.9%0.129%
3/22/2024PNC Financial Services Group Inc.63,675$3.21M0.0%-6.5%0.034%
3/15/2024BlueChip Wealth Advisors LLC8,309$419K0.3%N/A0.004%
3/15/2024B. Riley Wealth Advisors Inc.114,208$5.76M0.2%-20.8%0.061%
3/13/2024MONECO Advisors LLC14,953$755K0.1%N/A0.008%
3/8/2024ICA Group Wealth Management LLC47,837$2.41M0.5%+309.9%0.026%
3/5/2024True Vision MN LLC59,666$3.01M2.4%N/A0.032%
3/5/2024JRM Investment Counsel LLC6,814$344K0.0%-35.5%0.004%
3/4/2024Richardson Financial Services Inc.19,403$979K0.9%N/A0.010%
3/1/2024ARK & TLK Investments LLC125,818$6.35M2.1%N/A0.067%
3/1/2024Goldman Sachs Group Inc.712,771$35.97M0.0%+32.7%0.382%
2/29/2024Scarborough Advisors LLC99,455$5.02M1.0%+450.4%0.053%
2/28/2024Forthright Family Wealth Advisory LLC65,199$3.29M2.6%N/A0.035%
2/26/2024Centaurus Financial Inc.28,402$1.43M0.1%+8.6%0.015%
2/26/2024Integrated Advisors Network LLC6,175$312K0.0%-44.5%0.003%
2/23/2024Beacon Financial Group466,898$23.56M2.9%N/A0.250%
2/22/2024Scarborough Advisors LLC1,440,276$72.69M3.3%+7,871.4%0.771%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
2/21/2024Raleigh Capital Management Inc.3,255$164K0.1%-10.7%0.002%
2/20/2024Able Wealth Management LLC12,441$628K0.6%N/A0.007%
2/16/2024Wealthquest Corp19,161$967K0.1%-97.5%0.010%
2/15/2024Guardian Wealth Advisors LLC NC16,944$855K0.1%+165.8%0.009%
2/14/2024Icon Wealth Advisors LLC198,399$10.01M1.0%N/A0.106%
2/14/2024VitalStone Financial LLC7,607$384K0.3%+79.8%0.004%
2/14/2024Retirement Capital Strategies7,877$398K0.2%-94.8%0.004%
2/14/2024Regal Investment Advisors LLC120,605$6.09M0.5%+1.2%0.065%
2/14/2024Mosley Wealth Management29,039$1.47M1.4%N/A0.016%
2/14/2024Connectus Wealth LLC442,097$22.33M0.4%-24.2%0.237%
(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, 502 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 Envestnet Portfolio Solutions Inc. ($191.39M).Learn more on TFLO's institutional investors.

Which institutional investors have been buying iShares Treasury Floating Rate Bond ETF stock?

Of the 479 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. ($29.34M), LPL Financial LLC ($8.21M), SPC Financial Inc. ($6.04M), UBS Group AG ($4.11M), CWM LLC ($4.03M), Envestnet Portfolio Solutions Inc. ($3.79M), 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 150,023,552 shares in the last 24 months. This purchase volume represents approximately $7.59B in transactions.

Which iShares Treasury Floating Rate Bond ETF major shareholders have been selling company stock?

Of the 241 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), Park Avenue Securities LLC ($2.15M), MV Capital Management Inc. ($1.88M), Clarity Financial LLC ($1.30M), AE Wealth Management LLC ($1.29M), Raymond James & Associates ($1.06M), and Advisor Group Holdings Inc. ($1.02M).

How much institutional selling is happening at iShares Treasury Floating Rate Bond ETF?

Institutional investors have sold a total of 30,290,672 shares in the last 24 months. This volume of shares sold represents approximately $1.53B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 4/24/2024 by MarketBeat.com Staff

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