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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.60 +0.01 (+0.02%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$50.60 -0.01 (-0.01%)
As of 08/22/2025 07:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
333
Total
Institutional Inflows
(last 12 months)
$2.70B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
8/19/2025 Advisory Services Network LLC44,662$2.26M0.0%-16.9%0.034%
8/18/2025 Tactive Advisors LLC5,742$291K0.1%N/A0.004%
8/18/2025 Geneos Wealth Management Inc.17,223$872K0.0%-13.4%0.013%
8/15/2025 Tower Research Capital LLC TRC 14,622$741K0.0%N/A0.011%
8/15/2025 Sugar Maple Asset Management LLC211,980$10.74M8.4%-10.9%0.160%
8/15/2025 SkyView Investment Advisors LLC30,328$1.54M0.2%-52.0%0.023%
8/15/2025 Blue Edge Capital LLC13,238$670K0.1%-17.6%0.010%
8/15/2025 Corient Private Wealth LLC5,316$269K0.0%N/A0.004%
8/15/2025 Equitable Holdings Inc.286,204$14.50M0.1%+3.5%0.216%
8/15/2025 Chapman Financial Group LLC1,165$59K0.1%N/A0.001%
8/15/2025 Redwood Financial Network Corp11,968$606K0.4%+36.4%0.009%
8/15/2025 Orion Porfolio Solutions LLC186,174$9.43M0.1%-10.5%0.140%
8/15/2025 MML Investors Services LLC448,487$22.72M0.1%+3.0%0.338%
8/15/2025 IHT Wealth Management LLC14,923$756K0.0%+3.2%0.011%
8/15/2025 Great Valley Advisor Group Inc.10,895$552K0.0%+32.1%0.008%
8/15/2025 EP Wealth Advisors LLC27,167$1.38M0.0%+30.0%0.020%
8/15/2025 BNP Paribas Financial Markets191,605$9.71M0.0%+27.3%0.144%
8/15/2025 Bank of America Corp DE7,179,094$363.62M0.0%+9.7%5.410%
8/15/2025 Ameriprise Financial Inc.6,099$309K0.0%-47.1%0.005%
8/14/2025 Jane Street Group LLC236,147$11.96M0.0%N/A0.178%
8/14/2025 Ausdal Financial Partners Inc.8,492$430K0.0%-37.8%0.006%
8/14/2025 Raymond James Financial Inc.873,529$44.24M0.0%-26.7%0.658%
8/14/2025 Diversify Advisory Services LLC11,293$571K0.0%-10.9%0.009%
8/14/2025 Glenview Trust co23,774$1.20M0.0%N/A0.018%
8/14/2025 NewEdge Advisors LLC21,705$1.10M0.0%-10.7%0.016%
8/14/2025 SVB Wealth LLC32,667$1.66M0.1%-66.9%0.025%
8/14/2025 Vertex Planning Partners LLC293,518$14.87M3.1%+4.0%0.221%
8/14/2025 Cerity Partners LLC209,294$10.60M0.0%+12.4%0.158%
8/13/2025 Thomas J. Herzfeld Advisors Inc.108,689$5.51M2.0%+2,332.1%0.082%
8/13/2025 Brown Advisory Inc.7,602$385K0.0%+90.0%0.006%
8/13/2025 GeoWealth Management LLC129,898$6.58M0.3%-76.5%0.098%
8/13/2025 Baird Financial Group Inc.5,228$265K0.0%N/A0.004%
8/13/2025 Luminist Capital LLC232,555$11.74M11.6%-65.9%0.175%
8/13/2025 Beacon Pointe Advisors LLC128,323$6.50M0.1%-7.1%0.097%
8/13/2025 Portfolio Design Labs LLC320,256$16.22M3.2%-53.0%0.241%
8/13/2025 ARK & TLK Investments LLC246,155$12.47M4.0%-7.7%0.185%
8/13/2025 Van Hulzen Asset Management LLC170,551$8.64M0.7%+4.4%0.129%
8/13/2025 Boston Family Office LLC38,295$1.94M0.1%+2.1%0.029%
8/13/2025 Advocacy Wealth Management Services LLC12,967$657K0.0%+22.2%0.010%
8/13/2025 Smith Moore & CO.78,577$3.98M0.3%+8.9%0.059%
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8/13/2025 Hamel Associates Inc.24,315$1.23M0.4%-48.6%0.018%
8/13/2025 Lido Advisors LLC8,083$409K0.0%+2.7%0.006%
8/13/2025 Rinkey Investments680,627$34.47M10.4%-17.1%0.513%
8/13/2025 Northwestern Mutual Wealth Management Co.137,223$6.95M0.0%+5.8%0.103%
8/13/2025 Vermillion & White Wealth Management Group LLC2,999$152K0.1%-7.7%0.002%
8/13/2025 Choreo LLC33,095$1.68M0.0%-24.5%0.025%
8/12/2025 J.W. Cole Advisors Inc.209,745$10.62M0.2%+46.3%0.158%
8/12/2025 Laurel Wealth Advisors LLC25,370,114$1.28B0.9%+5,146.9%19.118%
8/12/2025 XTX Topco Ltd4,260$216K0.0%N/A0.003%
8/12/2025 Steward Partners Investment Advisory LLC11,768$596K0.0%-15.4%0.009%
8/12/2025 Jaffetilchin Investment Partners LLC531,336$26.91M1.8%+0.5%0.400%
8/12/2025 CreativeOne Wealth LLC85,901$4.35M0.1%+6.3%0.065%
8/12/2025 Global Retirement Partners LLC411,469$20.84M0.5%N/A0.310%
8/12/2025 MAI Capital Management13,859$702K0.0%+43.8%0.010%
8/12/2025 Seeds Investor LLC101,521$5.14M1.2%+7.4%0.077%
8/12/2025 JPMorgan Chase & Co.224,228$11.36M0.0%+16.8%0.169%
8/12/2025 Lionshead Wealth Management LLC42,835$2.17M2.0%-30.6%0.032%
8/12/2025 Weaver Consulting Group447,999$22.69M6.3%-4.9%0.338%
8/12/2025 NFP Retirement Inc.581,563$29.46M1.9%+3.6%0.438%
8/11/2025 TD Waterhouse Canada Inc.5,874$296K0.0%+379.9%0.004%
8/11/2025 Copperleaf Capital LLC4,229$214K0.1%-26.8%0.003%
8/11/2025 Wealthspire Advisors LLC1,297,463$65.72M0.4%+2.5%0.975%
8/11/2025 Invenio Wealth Partners LLC118,856$6.02M2.4%N/A0.089%
8/11/2025 Sykon Capital LLC44,923$2.28M0.8%N/A0.034%
8/11/2025 Landaas & Co. WI ADV748,412$37.91M9.1%+13.5%0.562%
8/8/2025 Financial Gravity Companies Inc.87,249$4.42M0.7%N/A0.066%
8/8/2025 Summitry LLC685,401$34.72M1.6%+39.5%0.515%
8/8/2025 Rockefeller Capital Management L.P.44,850$2.27M0.0%+63.0%0.034%
8/8/2025 Avantax Advisory Services Inc.149,028$7.55M0.0%-0.8%0.112%
8/8/2025 Thoroughbred Financial Services LLC19,759$1M0.1%N/A0.015%
8/8/2025 Cetera Investment Advisers961,710$48.71M0.1%-24.1%0.723%
8/8/2025 Creative Planning337,510$17.10M0.0%+10.8%0.254%
8/8/2025 Meridian Wealth Management LLC146,845$7.44M0.3%+12.8%0.110%
8/8/2025 CFO4Life Group LLC24,188$1.23M0.2%+2.6%0.018%
8/8/2025 Ignite Planners LLC48,202$2.44M0.4%+3.5%0.036%
8/8/2025 MV Capital Management Inc.1,823$92K0.0%-27.2%0.001%
8/7/2025 CENTRAL TRUST Co80,277$4.07M0.1%-7.5%0.060%
8/7/2025 Nwam LLC6,627$336K0.0%-51.9%0.005%
8/7/2025 Cahill Financial Advisors Inc.13,229$670K0.1%-18.0%0.010%
8/7/2025 Allworth Financial LP72,079$3.65M0.0%-6.9%0.054%
8/7/2025 Addison Advisors LLC815$41K0.0%N/A0.001%
8/7/2025 Cypress Capital LLC178,461$9.04M2.6%-51.5%0.134%
8/7/2025 Shared Vision Wealth Group LLC5,693$288K0.1%-35.8%0.004%
8/7/2025 PFG Advisors4,236$215K0.0%N/A0.003%
8/7/2025 WESCAP Management Group Inc.201,431$10.20M2.3%+6.8%0.151%
8/6/2025 Prospera Financial Services Inc15,783$799K0.0%+66.8%0.012%
8/6/2025 AE Wealth Management LLC29,305$1.48M0.0%-63.0%0.022%
8/6/2025 Legacy Investment Solutions LLC2,744$139K0.1%N/A0.002%
8/6/2025 Aspect Partners LLC98,182$4.97M2.5%+1,538.8%0.074%
8/6/2025 Able Wealth Management LLC12,099$613K0.3%-47.9%0.009%
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8/6/2025 Robinson Smith Wealth Advisors LLC75,276$3.81M3.0%-2.6%0.057%
8/6/2025 First Horizon Advisors Inc.4,986$253K0.0%+28.5%0.004%
8/5/2025 GPS Wealth Strategies Group LLC704$36K0.0%+250.2%0.001%
8/5/2025 FWG Holdings LLC103,627$5.23M2.5%-3.6%0.078%
8/5/2025 Milestone Asset Management LLC186,290$9.44M2.0%+2,818.5%0.140%
8/5/2025 Magnolia Capital Advisors LLC148,473$7.52M1.9%-28.2%0.112%
8/5/2025 Optivise Advisory Services LLC395,307$20.02M10.2%-32.9%0.297%
8/5/2025 Bank of Montreal Can204,327$10.35M0.0%+34.4%0.154%
8/5/2025 Hutchens & Kramer Investment Management Group LLC49,795$2.51M1.2%N/A0.037%
8/5/2025 Strategic Financial Concepts LLC8,139$413K0.1%-88.0%0.006%
(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, 639 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($1.28B), Morgan Stanley ($379.43M), Bank of America Corp DE ($363.62M), LPL Financial LLC ($316.54M), UBS Group AG ($220.54M), Envestnet Asset Management Inc. ($111.97M), and Renaissance Technologies LLC ($92.13M).Learn more on iShares Treasury Floating Rate Bond ETF's institutional investors.

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

Of the 572 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: Envestnet Asset Management Inc. ($26.20M), Laurel Wealth Advisors LLC ($24.95M), LPL Financial LLC ($7.84M), Envestnet Portfolio Solutions Inc. ($3.82M), Morgan Stanley ($3.47M), JPMorgan Chase & Co. ($3.42M), and CWM LLC ($3.26M).

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

Institutional investors have bought a total of 53,313,909 shares in the last 24 months. This purchase volume represents approximately $2.70B in transactions.

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

Of the 262 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: Oxbow Advisors LLC ($2.38M), Cetera Investment Advisers ($1.07M), SPC Financial Inc. ($1.06M), Acute Investment Advisory LLC ($995.98K), Envestnet Asset Management Inc. ($950.76K), Advocacy Wealth Management Services LLC ($896.82K), and Assetmark Inc. ($849.54K).

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

Institutional investors have sold a total of 21,953,271 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 8/24/2025 by MarketBeat.com Staff
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