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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.63 +0.01 (+0.02%)
As of 07/24/2026 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)
287
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$2.13B
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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
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%
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%
6/3/2026NewEdge 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%
5/20/2026Cadia 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%
5/14/2026 GC 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%
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5/7/2026Hamel Associates Inc.154,390$7.82M2.2%-34.5%0.117%
5/7/2026 Vision Retirement LLC1,387$70K0.0%-53.1%0.001%
5/7/2026Hershey 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%
5/6/2026Smart 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%
4/30/2026Robinson 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%
4/30/2026Kestra 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%
4/28/2026 Cypress 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%
4/27/2026 PFG 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%
4/27/2026 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%
4/24/2026James 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%
4/22/2026 Ifrah 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%
4/22/2026 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%
4/21/2026Maridea 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%
4/21/2026 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%
4/21/2026Silver Oak Securities Incorporated245,240$12.42M0.9%-2.6%0.183%
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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%
4/18/2026CENTRAL 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%
4/17/2026Sovereign Financial Group Inc.33,573$1.70M0.3%-1.9%0.025%
4/17/2026 SVB Wealth LLC11,379$576K0.0%-24.9%0.008%


TFLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 526 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 446 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 ($1.75M), Raymond James Financial Inc. ($1.35M), and Strategic Financial Concepts LLC ($1.09M).

Institutional investors have bought a total of 41,478,666 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Of the 247 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), FORM Wealth Advisors LLC ($524.83K), and BIP Wealth LLC ($510.32K).

Institutional investors have sold a total of 42,204,814 shares in the last 24 months. This volume of shares sold represents approximately $2.13B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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