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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.52 0.00 (0.00%)
As of 07/2/2026 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)
301
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$2.12B
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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
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%
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%
5/2/2026Global Assets Advisory LLC12,764$602K0.1%N/A0.010%
5/2/2026Diversify Wealth Management LLC11,537$584K0.0%N/A0.009%
5/2/2026Valmark Advisers Inc.10,672$540K0.0%-13.2%0.008%
5/1/2026Fifth Third Bancorp31,179$1.58M0.0%+1,237.0%0.024%
5/1/2026Sovran Advisors LLC166,110$8.41M0.7%+2.4%0.126%
5/1/2026WealthShield Partners LLC1,338$68K0.0%-17.5%0.001%
5/1/2026Simplicity Wealth LLC11,435$579K0.0%-5.6%0.009%
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4/30/2026Robinson Smith Wealth Advisors LLC9,537$483K0.3%-48.3%0.007%
4/30/2026Beacon Financial Group449,808$22.77M2.3%+0.8%0.342%
4/30/2026Kestra Advisory Services LLC52,249$2.65M0.0%+3.0%0.040%
4/30/2026Money Concepts Capital Corp61,232$3.10M0.2%+48.1%0.046%
4/29/2026Ascent Advisors LLC3,063$155K0.2%N/A0.002%
4/29/2026Hartline Investment Corp213,380$10.80M1.2%+2.8%0.162%
4/28/2026Cypress Capital LLC14,102$714K0.2%-90.8%0.011%
4/28/2026Arbor Investment Advisors LLC1,337,826$67.73M8.8%+8.3%1.016%
4/28/2026Ascentis Independent Advisors6,738$341K0.0%N/A0.005%
4/28/2026Stephens Inc. AR38,351$1.94M0.0%-12.2%0.029%
4/28/2026Koshinski Asset Management Inc.35,868$1.82M0.1%-1.6%0.027%
4/27/2026Oxbow Advisors LLC86,100$4.36M0.4%-41.8%0.065%
4/27/2026PFG Investments LLC5,345$271K0.0%+14.3%0.004%
4/27/2026BIP Wealth LLC1,303,001$65.97M2.7%-13.0%0.984%
4/27/2026World Investment Advisors4,183$212K0.0%-16.4%0.003%
4/27/2026Private Advisor Group LLC238,560$12.08M0.1%-11.5%0.180%
4/27/2026Elevation Point Wealth Partners LLC114,522$5.80M0.1%-43.5%0.086%
4/27/2026Sound 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%
4/24/2026James Investment Research Inc.41,276$2.09M0.2%-4.0%0.031%
4/23/2026Bigelow Investment Advisors LLC6,705$339K0.1%-27.4%0.005%
4/23/2026Littlejohn Financial Services Inc.58,354$2.95M2.2%-27.6%0.044%
4/22/2026Ifrah Financial Services Inc.515,848$26.12M6.9%-0.9%0.389%
4/22/2026Janney Montgomery Scott LLC156,296$7.91M0.0%-10.6%0.118%
4/22/2026Foundry Financial LLC50,782$2.57M1.1%+278.6%0.038%
4/22/2026MFA Wealth Services25,829$1.31M0.9%+3.3%0.019%
4/22/2026Yoder Wealth Management Inc.78,352$3.97M1.8%+47.6%0.058%
4/21/2026Maridea Wealth Management LLC25,033$1.27M0.2%+12.1%0.019%
4/21/2026Sugar Maple Asset Management LLC241,455$12.23M7.4%+21.9%0.180%
4/21/2026J2 Capital Management Inc483,683$24.49M16.8%+80.0%0.361%
4/21/2026AA Financial Advisors LLC31,540$1.60M0.2%N/A0.024%
4/21/2026Silver 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%
4/20/2026Cardinal Point Capital Management ULC514,649$26.06M1.6%+32.3%0.384%
4/20/2026Friedenthal Financial85,742$4.34M2.2%+9,732.8%0.064%
4/20/2026RFG Advisory LLC8,557$433K0.0%-10.9%0.006%
4/20/2026Apella Capital LLC7,867$398K0.0%N/A0.006%
4/18/2026CENTRAL TRUST Co50,090$2.54M0.0%+3.7%0.037%
4/17/2026Total Clarity Wealth Management Inc.46,158$2.34M0.5%+8.6%0.034%
4/17/2026Worth Asset Management LLC174,572$8.84M3.3%N/A0.130%
4/17/2026Sovereign Financial Group Inc.33,573$1.70M0.3%-1.9%0.025%
4/17/2026SVB Wealth LLC11,379$576K0.0%-24.9%0.008%
4/17/2026Johnson Bixby & Associates LLC12,029$609K0.1%-67.0%0.009%
4/17/2026Brookstone Capital Management1,065,200$53.93M0.6%+6.2%0.792%
4/16/2026Tactive Advisors LLC9,280$470K0.1%-19.4%0.007%
4/16/2026Spectrum Planning & Advisory Services Inc.5,280$267K0.1%-35.5%0.004%
4/16/2026Montecito Bank & Trust123,548$6.26M1.0%+3.8%0.092%
4/16/2026Founders Financial Securities LLC247,360$12.50M0.8%+0.7%0.184%
3/17/2026Rockefeller Capital Management L.P.93,474$4.72M0.0%+121.7%0.074%
3/13/2026World Investment Advisors5,004$253K0.0%N/A0.004%
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3/10/2026PeakShares LLC12,522$632K0.6%N/A0.010%
3/2/2026Sankala Group LLC143,885$7.28M6.0%N/A0.114%
2/26/2026BDFS Capital LLC4,166$210K0.1%N/A0.003%
2/24/2026SG Trading Solutions LLC56,660$2.86M0.7%N/A0.045%
2/23/2026MV Capital Management Inc.2,380$120K0.0%N/A0.002%
2/20/2026Kovitz Investment Group Partners LLC236,310$11.92M0.3%-11.2%0.187%
2/19/2026Axxcess Wealth Management LLC998,661$50.39M0.6%-25.6%0.791%
2/18/2026Strive Financial Group LLC1,098$55K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV256,300$12.93M0.0%-42.4%0.203%
2/18/2026Wealthspire Retirement LLC584,195$29.48M1.8%+25.4%0.463%


TFLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 540 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 Raymond James Financial Services Advisors Inc. ($89.62M).Learn more on iShares Treasury Floating Rate Bond ETF's institutional investors.

Of the 453 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), LPL Financial LLC ($2.02M), Financial Advisory Corp ($1.65M), Raymond James Financial Inc. ($1.35M), and Strategic Financial Concepts LLC ($1.09M).

Institutional investors have bought a total of 43,181,564 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Of the 252 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), Assetmark Inc. ($837.26K), Axxcess Wealth Management LLC ($685.53K), Moloney Securities Asset Management LLC ($682.01K), SPC Financial Inc. ($562.88K), BIP Wealth LLC ($510.32K), and Wealthspire Retirement LLC ($494.11K).

Institutional investors have sold a total of 41,900,242 shares in the last 24 months. This volume of shares sold represents approximately $2.12B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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