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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

0.00 (0.00%)
(As of 05/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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TFLO Institutional Buying and Selling by Quarter

iShares Treasury Floating Rate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 Atria Investments Inc189,701$9.62M0.1%-56.7%0.139%
5/20/2024Strategic Wealth Partners Ltd.16,974$860K0.1%-47.4%0.012%
5/17/2024 Beacon Capital Management LLC1,646$83K0.0%-52.2%0.001%
5/17/2024 Comerica Bank35,272$1.79M0.0%-28.5%0.026%
5/16/2024 Jane Street Group LLC82,758$4.20M0.0%-63.7%0.061%
5/16/2024 Redwood Investment Management LLC16,874$855K0.1%-20.7%0.012%
5/16/2024 Sugar Maple Asset Management LLC248,942$12.62M12.2%N/A0.182%
5/16/2024 B. Riley Wealth Advisors Inc.144,283$7.32M0.2%+26.3%0.106%
5/16/2024 Ancora Advisors LLC16,291$826K0.0%+8.7%0.012%
5/16/2024 High Falls Advisors Inc65,023$3.30M0.8%-72.9%0.048%
5/15/2024 Ascent Group LLC55,981$2.84M0.3%-75.1%0.041%
5/15/2024 SVB Wealth LLC83,504$4.23M0.1%-19.1%0.061%
5/15/2024 Fairview Capital Investment Management LLC40,350$2.05M0.1%-9.0%0.030%
5/15/2024 Quadrature Capital Ltd38,001$1.93M0.0%N/A0.028%
5/14/2024 Axxcess Wealth Management LLC1,001,368$50.76M1.4%+5.0%0.733%
5/14/2024 OLD Mission Capital LLC156,938$7.96M0.1%+1,573.5%0.115%
5/14/2024 Wellington Wealth Strategies LLC.59,642$3.02M1.4%N/A0.044%
5/14/2024 CreativeOne Wealth LLC88,373$4.48M0.2%+156.4%0.065%
5/14/2024 Karpus Management Inc.61,850$3.14M0.1%+127.8%0.045%
5/13/2024 Financial Gravity Asset Management Inc.61,886$3.14M0.8%-91.1%0.045%
5/11/2024 Resurgent Financial Advisors LLC5,361$272K0.1%-31.9%0.004%
5/11/2024 Capital Wealth Alliance LLC160,529$8.14M4.8%+63.8%0.118%
5/10/2024 Osaic Holdings Inc.1,071,929$54.34M0.1%-73.1%0.785%
5/10/2024 ARK & TLK Investments LLC129,903$6.59M2.1%+3.2%0.095%
5/10/2024 Wintrust Investments LLC838,243$42.49M3.7%+0.5%0.614%
5/9/2024 Orion Portfolio Solutions LLC256,833$13.02M0.1%-37.3%0.188%
5/9/2024 Renasant Bank7,528$382K0.3%-10.3%0.006%
5/9/2024 Kingsview Wealth Management LLC7,860$398K0.0%-79.1%0.006%
5/9/2024 Wealthquest Corp6,076$308K0.0%-68.3%0.004%
5/9/2024 Landaas & Co. WI ADV730,576$37.03M12.0%+6.3%0.535%
5/9/2024 Koshinski Asset Management Inc.46,947$2.38M0.2%-22.8%0.034%
5/8/2024 Sheets Smith Wealth Management20,281$1.03M0.1%-2.7%0.015%
5/8/2024 TSA Wealth Managment LLC19,063$966K0.4%-86.4%0.014%
5/8/2024 Avantax Advisory Services Inc.85,263$4.32M0.0%-70.9%0.062%
5/8/2024 US Bancorp DE11,536$585K0.0%-96.7%0.008%
5/8/2024 Headlands Technologies LLC7,399$375K0.1%N/A0.005%
5/7/2024 Verus Capital Partners LLC6,347$322K0.0%-70.3%0.005%
5/7/2024 American Planning Services Inc.67,932$3.44M2.5%-4.1%0.050%
5/7/2024 Stonebrook Private Inc.44,298$2.25M0.7%-16.4%0.032%
5/7/2024 Atomi Financial Group Inc.6,370$323K0.0%+12.0%0.005%
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5/7/2024 Significant Wealth Partners LLC24,869$1.26M0.8%+117.7%0.018%
5/7/2024 TCI Wealth Advisors Inc.32,725$1.66M0.2%+5.3%0.024%
5/7/2024 Facet Wealth Inc.513,607$25.95M0.9%+20.7%0.376%
5/7/2024 Shared Vision Wealth Group LLC12,690$643K0.4%-77.9%0.009%
5/7/2024 Oppenheimer & Co. Inc.417,162$21.15M0.4%-12.8%0.305%
5/7/2024 PFG Advisors75,046$3.80M0.3%-13.4%0.055%
5/7/2024 Wealthspire Advisors LLC967,516$49.04M0.7%-11.6%0.708%
5/7/2024 Stokes Family Office LLC9,112$462K0.1%-94.4%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.115,659$5.86M0.0%-97.0%0.085%
5/6/2024 VitalStone Financial LLC32,891$1.67M1.3%+332.4%0.024%
5/6/2024 W.H. Cornerstone Investments Inc.6,869$348K0.3%-32.2%0.005%
5/6/2024 Oxbow Advisors LLC1,956,740$99.19M13.6%-2.3%1.432%
5/4/2024 SPC Financial Inc.467,781$23.71M2.2%+0.1%0.342%
5/4/2024 Geneos Wealth Management Inc.25,234$1.28M0.1%-5.8%0.018%
5/4/2024 Csenge Advisory Group10,442$529K0.0%-73.4%0.008%
5/4/2024 Richardson Financial Services Inc.26,450$1.34M0.9%+36.3%0.019%
5/3/2024 Embree Financial Group5,982$303K0.1%-9.1%0.004%
5/3/2024 Catalina Capital Group LLC5,245$266K0.1%-43.3%0.004%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,590$435K0.1%-91.5%0.006%
5/3/2024 Proficio Capital Partners LLC163,655$8.30M0.9%-55.4%0.120%
5/3/2024 Liberty Wealth Management LLC7,365$373K0.1%-88.1%0.005%
5/3/2024 Central Pacific Bank Trust Division33,951$1.71M0.2%N/A0.025%
5/3/2024 Rinkey Investments857,309$43.46M15.8%-1.1%0.628%
5/2/2024 Mutual Advisors LLC46,694$2.37M0.1%-57.0%0.034%
5/2/2024 Magnolia Capital Advisors LLC129,865$6.57M5.4%+7.3%0.095%
5/2/2024 Haverford Trust Co248,279$12.59M0.1%N/A0.182%
5/2/2024 GSB Wealth Management LLC34,414$1.74M0.5%-11.8%0.025%
5/2/2024 Almanack Investment Partners LLC.140,191$7.11M1.2%+0.6%0.103%
5/2/2024 Choreo LLC57,244$2.90M0.1%-1.3%0.042%
5/2/2024 Moloney Securities Asset Management LLC6,472$328K0.0%N/A0.005%
5/2/2024 Stash Investments LLC488,733$24.77M17.7%+12.2%0.358%
5/1/2024 Janney Montgomery Scott LLC122,816$6.23M0.0%-96.2%0.090%
5/1/2024 BNP Paribas Financial Markets148,650$7.54M0.0%+14.9%0.109%
5/1/2024 Intelligence Driven Advisers LLC23,824$1.21M0.2%N/A0.017%
5/1/2024 Concourse Financial Group Securities Inc.50,894$2.58M0.2%-78.0%0.037%
5/1/2024 Diversify Advisory Services LLC43,079$2.17M0.1%N/A0.032%
4/30/2024 Private Advisor Group LLC648,935$32.90M0.2%-2.7%0.485%
4/30/2024 J.W. Cole Advisors Inc.19,940$1.01M0.1%N/A0.015%
4/30/2024 BlueChip Wealth Advisors LLC9,791$496K0.3%+17.8%0.007%
4/30/2024 MN Wealth Advisors LLC35,216$1.79M1.1%+28.2%0.026%
4/30/2024 Perigon Wealth Management LLC172,079$8.72M0.3%-38.7%0.129%
4/29/2024Commonwealth Equity Services LLC841,059$42.63M0.1%-39.8%0.629%
4/29/2024 Forthright Family Wealth Advisory LLC53,281$2.70M1.8%-18.3%0.040%
4/29/2024 PBMares Wealth Management LLC6,377$323K0.1%-56.6%0.005%
4/27/2024 Vigilare Wealth Management58,238$2.95M1.5%-15.6%0.044%
4/26/2024 MONECO Advisors LLC14,652$743K0.1%-2.0%0.011%
4/26/2024 Robinson Smith Wealth Advisors LLC105,646$5.36M5.1%-5.4%0.079%
4/26/2024 Acute Investment Advisory LLC1,136,447$57.61M38.6%+3.2%0.849%
4/26/2024 Tritonpoint Wealth LLC5,064$257K0.0%-41.6%0.004%
4/25/2024 Carmel Capital Partners LLC37,906$1.92M0.8%N/A0.028%
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4/25/2024 TNF LLC95,125$4.82M1.9%-26.7%0.071%
4/25/2024 Professional Financial Advisors LLC39,238$1.99M0.6%-39.2%0.029%
4/25/2024 Cambridge Investment Research Advisors Inc.1,337,828$67.81M0.3%-12.2%1.000%
4/24/2024 Private Trust Co. NA11,919$604K0.1%-34.0%0.009%
4/24/2024 Win Advisors Inc.24,528$1.24M0.5%N/A0.018%
4/24/2024 Simplicity Wealth LLC6,457$327K0.0%-89.2%0.005%
4/24/2024 Spire Wealth Management269,124$13.64M0.6%-8.9%0.201%
4/24/2024 Midwest Heritage Bank FSB5,425$275K0.1%+27.0%0.004%
4/23/2024 Lunt Capital Management Inc.166,596$8.45M4.2%+5.9%0.125%
4/23/2024 Global Retirement Partners LLC92,027$4.67M0.2%-13.5%0.069%
(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, 520 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 CWM LLC ($187.48M).Learn more on TFLO's institutional investors.

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

Of the 489 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. ($3.79M), 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 150,899,451 shares in the last 24 months. This purchase volume represents approximately $7.64B in transactions.

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

Of the 274 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 44,441,662 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.

This page (NYSEARCA:TFLO) was last updated on 5/23/2024 by Staff

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