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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.62 0.00 (0.00%)
Closing price 04:10 PM Eastern
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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)
250
Total
Institutional Inflows
(last 12 months)
$695.18M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$1.97B
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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
9/23/2026 Envestnet Portfolio Solutions Inc.6,203$314K0.0%-66.3%0.005%
9/23/2026 Envestnet Asset Management Inc.1,037,507$52.53M0.0%-40.7%0.762%
9/11/2026 Talon Private Wealth LLC6,447$326K0.0%+15.6%0.005%
9/9/2026 Sequoia Financial Advisors LLC7,753$393K0.0%N/A0.006%
9/9/2026 Van Hulzen Asset Management LLC100,634$5.10M0.4%-3.4%0.077%
9/9/2026 Lunt Capital Management Inc.125,678$6.36M2.3%+23.2%0.096%
9/9/2026 SVB Wealth LLC11,829$599K0.0%+4.0%0.009%
9/9/2026 Capital Advantage Inc.270,246$13.68M1.7%N/A0.206%
9/9/2026 Integrated Wealth Concepts LLC32,264$1.63M0.0%-16.2%0.025%
9/9/2026 RFG Advisory LLC6,587$333K0.0%-23.0%0.005%
9/9/2026 NewEdge Advisors LLC14,803$749K0.0%+11.6%0.011%
9/9/2026 IFP Advisors Inc363,276$18.39M0.3%+22.6%0.276%
9/9/2026 Baird Financial Group Inc.6,289$318K0.0%N/A0.005%
9/8/2026 Mraz Amerine & Associates Inc.58,625$2.97M0.4%+7.3%0.045%
9/8/2026 Allworth Financial LP64,402$3.26M0.0%+1.7%0.049%
9/8/2026 Waverly Advisors LLC185,230$9.38M0.1%+1.0%0.141%
9/2/2026 Citadel Advisors LLC17,188$870K0.0%-79.9%0.013%
8/28/2026 Cornerstone Financial Management LLC3,615$183K0.1%-5.6%0.003%
8/27/2026 Corient Private Wealth LP56,566$2.86M0.0%N/A0.043%
8/26/2026 Wellington Grp LLC278,621$14.11M3.6%+3.8%0.212%
8/23/2026 Ameritas Advisory Services LLC84,218$4.26M0.1%+54.8%0.064%
8/23/2026 Guardian Wealth Advisors LLC NC7,239$366K0.0%-7.9%0.006%
8/23/2026 Wedmont Private Capital11,478$580K0.0%+115.0%0.009%
8/23/2026 Nilsine Partners LLC50,286$2.55M0.2%-10.3%0.038%
8/23/2026 Hutchens & Kramer Investment Management Group LLC223,131$11.30M3.1%+0.7%0.170%
8/22/2026 Compass Financial Management LLC629$32K0.0%N/A0.000%
8/22/2026 Invested Advisors6,778$343K0.3%-34.8%0.005%
8/22/2026 Legacy Wealth Managment LLC ID3,969$201K0.1%+44.6%0.003%
8/22/2026 TD Waterhouse Canada Inc.4,734$239K0.0%-6.6%0.004%
8/21/2026 Andina Capital Management LLC12,976$657K1.1%N/A0.010%
8/21/2026 Secure Asset Management LLC28,332$1.43M0.2%+18.8%0.022%
8/21/2026 Rinkey Investments961,211$48.67M11.0%+20.6%0.732%
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%
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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%
6/3/2026 NewEdge Advisors LLC13,267$672K0.0%-17.9%0.010%
5/22/2026 Summitry LLC409,027$20.71M0.7%-0.5%0.310%
5/22/2026 Wellington 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%
5/19/2026 Bank of America Corp DE7,745,149$392.14M0.0%+33.0%5.876%
5/19/2026 Centaurus Financial Inc.11,144$564K0.0%-8.6%0.008%
5/19/2026 Arkadios Wealth Advisors15,142$767K0.0%-15.3%0.011%
5/18/2026 Talon Private Wealth LLC5,577$282K0.0%N/A0.004%
5/18/2026 Royal 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%
5/15/2026 Waverly 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%
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%
5/5/2026 Sanctuary 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%
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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%
4/29/2026 Ascent 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%


TFLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 518 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), UBS Group AG ($111.55M), Renaissance Technologies LLC ($92.13M), Wealthspire Advisors LLC ($87.02M), and Financial Advisory Corp ($80.51M).Learn more on iShares Treasury Floating Rate Bond ETF's institutional investors.

Of the 440 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 13,754,721 shares in the last 24 months. This purchase volume represents approximately $695.18M in transactions.

Of the 229 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), Envestnet Asset Management Inc. ($712.85K), 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 38,988,649 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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