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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.56 +0.02 (+0.04%)
Closing price 10/24/2025 04:10 PM Eastern
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$50.56 0.00 (0.00%)
As of 10/24/2025 07:42 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)
323
Total
Institutional Inflows
(last 12 months)
$2.70B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
10/24/2025MGO One Seven LLC64,405$3.26M0.1%+3.2%0.050%
10/24/2025 FLP Wealth Management LLC11,642$589K0.7%-23.3%0.009%
10/24/2025ORG Partners LLC60,934$3.08M0.6%+0.6%0.047%
10/24/2025Steele Capital Management Inc.24,968$1.26M0.1%+4.8%0.019%
10/24/2025Heck Capital Advisors LLC54,136$2.74M0.2%-37.6%0.042%
10/23/2025 Kingswood Wealth Advisors LLC22,273$1.13M0.1%-8.8%0.017%
10/23/2025 Cypress Capital LLC151,971$7.69M2.2%-14.8%0.116%
10/23/2025 Strategic Blueprint LLC62,029$3.14M0.1%-13.1%0.047%
10/23/2025 Park Avenue Securities LLC44,504$2.25M0.0%+5.1%0.034%
10/22/2025 Geneos Wealth Management Inc.13,979$707K0.0%-18.8%0.011%
10/22/2025 Yoder Wealth Management Inc.64,211$3.25M1.5%-0.5%0.049%
10/22/2025 Gries Financial LLC14,977$758K0.1%-3.4%0.011%
10/22/2025 Almanack Investment Partners LLC.60,711$3.07M0.5%-3.1%0.046%
10/22/2025 Members Advisory Group LLC66,130$3.35M1.2%-21.6%0.051%
10/22/2025 Bigelow Investment Advisors LLC9,565$484K0.2%-5.0%0.007%
10/22/2025 Ifrah Financial Services Inc.510,776$25.84M6.7%+1.3%0.391%
10/22/2025 Commonwealth Equity Services LLC644,102$32.59M0.0%-18.4%0.493%
10/21/2025 Global Retirement Partners LLC346,234$17.52M0.4%-15.9%0.265%
10/21/2025 Arbor Investment Advisors LLC1,289,754$65.25M8.3%-4.5%0.988%
10/21/2025 Grey Ledge Advisors LLC22,300$1.13M0.3%+1.4%0.017%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors13,472$682K0.0%N/A0.010%
10/21/2025 Brookwood Investment Group LLC187,270$9.47M1.2%-15.1%0.143%
10/21/2025 SteelPeak Wealth LLC123,886$6.27M0.2%+1.0%0.095%
10/21/2025 Silver Oak Securities Incorporated199,039$10.07M0.8%-22.9%0.152%
10/20/2025 Miracle Mile Advisors LLC33,498$1.70M0.0%-19.3%0.026%
10/20/2025 Stonebridge Financial Group LLC195,402$9.89M0.9%-8.0%0.150%
10/20/2025 Chris Bulman Inc25,496$1.29M0.6%-21.7%0.020%
10/20/2025 Sax Wealth Advisors LLC94,961$4.80M0.3%-2.6%0.073%
10/20/2025 Ascent Group LLC200,683$10.15M0.4%-23.4%0.154%
10/20/2025 Ergawealth Advisors Inc.4,754$241K0.1%N/A0.004%
10/17/2025 Aquire Wealth Advisors LLC159,392$8.06M2.0%+20.2%0.123%
10/17/2025 Optivise Advisory Services LLC180,021$9.11M5.4%-54.5%0.139%
10/17/2025 Perigon Wealth Management LLC141,006$7.13M0.1%+0.7%0.109%
10/17/2025 Client 1ST Advisory Group LLC5,173$262K0.1%-7.4%0.004%
10/17/2025 Sowell Financial Services LLC4,296$217K0.0%-5.3%0.003%
10/17/2025 Sovereign Financial Group Inc.33,576$1.70M0.3%-4.1%0.026%
10/17/2025 MKT Advisors LLC217,603$10.97M4.1%+2.5%0.168%
10/16/2025 Castle Rock Wealth Management LLC338,865$17.09M3.8%+13.5%0.262%
10/16/2025 PFS Partners LLC86,127$4.36M2.1%+10.6%0.067%
10/16/2025 Johnson Bixby & Associates LLC92,048$4.66M0.6%+8.8%0.071%
10/15/2025 IFS Advisors LLC56,798$2.87M1.7%N/A0.044%
10/15/2025 CWM LLC96,697$4.89M0.0%-13.9%0.075%
10/15/2025 FLP Wealth Management LLC708$36K0.0%-95.3%0.001%
10/15/2025 Milestone Asset Management LLC502,992$25.45M4.8%+170.0%0.388%
10/15/2025 Brookstone Capital Management1,001,612$50.67M0.6%+2.8%0.773%
10/15/2025 Private Trust Co. NA14,126$715K0.1%+9.0%0.011%
10/15/2025 Founders Financial Securities LLC251,676$12.73M0.9%-6.9%0.194%
10/15/2025 Anderson Hoagland & Co.157,278$7.96M0.7%+54.2%0.121%
10/14/2025 Tactive Advisors LLC5,983$303K0.1%+4.2%0.005%
10/14/2025 Able Wealth Management LLC10,076$510K0.2%-16.7%0.008%
10/14/2025 Stash Investments LLC798,367$40.39M17.4%+10.3%0.615%
10/14/2025 Farther Finance Advisors LLC261,131$13.21M0.2%-14.7%0.201%
10/14/2025 J2 Capital Management Inc248,390$12.57M9.5%-4.9%0.191%
10/14/2025 Parkwoods Wealth Partners LLC19,694$996K0.3%+11.2%0.015%
10/14/2025 Legacy Wealth Asset Management LLC176,734$8.94M2.2%-14.1%0.136%
10/14/2025 Brighton Jones LLC13,134$664K0.0%N/A0.010%
10/14/2025 Pioneer Wealth Management Group21,016$1.06M0.3%-17.6%0.016%
10/14/2025 Accelerate Investment Advisors LLC6,970$353K0.2%-10.0%0.005%
10/14/2025 TCI Wealth Advisors Inc.13,707$693K0.0%-1.4%0.011%
10/10/2025 Lionshead Wealth Management LLC46,528$2.35M1.9%+8.6%0.036%
10/10/2025 Clarity Financial LLC9,688$490K0.0%-16.8%0.007%
10/10/2025 Focus Financial Network Inc.66,867$3.38M0.1%-3.4%0.051%
10/9/2025 Secure Asset Management LLC8,607$434K0.1%-20.2%0.007%
10/9/2025 Centurion Wealth Management LLC32,356$1.64M0.4%-15.1%0.025%
10/9/2025 Dynamic Advisor Solutions LLC71,963$3.64M0.1%-20.8%0.055%
10/8/2025 New Capital Management LP162,427$8.22M2.2%-18.9%0.125%
10/8/2025 Financial Advisory Corp1,647,090$83.33M12.3%+1.4%1.266%
10/8/2025 Moulton Wealth Management Inc.205,004$10.37M7.5%-7.0%0.158%
10/8/2025 Ignite Planners LLC48,708$2.46M0.4%+1.0%0.037%
10/8/2025 Beacon Financial Group432,582$21.88M2.2%+17.1%0.332%
10/7/2025 Montecito Bank & Trust119,257$6.03M0.9%N/A0.092%
10/7/2025 Walker Financial Services Inc.546,341$27.64M10.8%+570.0%0.420%
10/6/2025 Baring Financial LLC82,751$4.19M2.9%+7.8%0.064%
10/6/2025 Nilsine Partners LLC54,853$2.78M0.2%+312.3%0.042%
10/3/2025 HCR Wealth Advisors19,285$973K0.1%-10.7%0.015%
10/2/2025 St. Louis Financial Planners Asset Management LLC341,333$17.27M11.1%+15.3%0.257%
10/2/2025 Capital Asset Advisory Services LLC1,341,064$67.84M2.9%+2.2%1.011%
9/26/2025Corient Private Wealth LLC5,316$269K0.0%N/A0.004%
9/25/2025CacheTech Inc.18,117$918K0.2%-24.5%0.014%
9/25/2025Adams Wealth Management18,117$918K0.2%-24.5%0.014%
8/29/2025Centaurus Financial Inc.23,608$1.20M0.1%+33.2%0.018%
8/27/2025Cypress Capital Advisors LLC39,064$1.98M1.2%-61.6%0.029%
8/27/2025Orion Porfolio Solutions LLC186,174$9.43M0.1%-10.5%0.140%
8/19/2025Advisory 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%
8/15/2025Tower Research Capital LLC TRC 14,622$741K0.0%N/A0.011%
8/15/2025Sugar Maple Asset Management LLC211,980$10.74M8.4%-10.9%0.160%
8/15/2025SkyView Investment Advisors LLC30,328$1.54M0.2%-52.0%0.023%
8/15/2025Blue Edge Capital LLC13,238$670K0.1%-17.6%0.010%
8/15/2025Corient Private Wealth LLC5,316$269K0.0%N/A0.004%
8/15/2025Equitable Holdings Inc.286,204$14.50M0.1%+3.5%0.216%
8/15/2025Chapman Financial Group LLC1,165$59K0.1%N/A0.001%
8/15/2025Redwood Financial Network Corp11,968$606K0.4%+36.4%0.009%
8/15/2025Orion Porfolio Solutions LLC186,174$9.43M0.1%-10.5%0.140%
8/15/2025MML Investors Services LLC448,487$22.72M0.1%+3.0%0.338%
8/15/2025IHT Wealth Management LLC14,923$756K0.0%+3.2%0.011%
8/15/2025Great Valley Advisor Group Inc.10,895$552K0.0%+32.1%0.008%
8/15/2025EP Wealth Advisors LLC27,167$1.38M0.0%+30.0%0.020%
8/15/2025BNP Paribas Financial Markets191,605$9.71M0.0%+27.3%0.144%
(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, 636 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 542 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 Park Avenue Securities LLC ($2.30M).

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

Institutional investors have bought a total of 53,284,842 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 255 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. ($1.04M), 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 21,800,555 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NYSEARCA:TFLO) was last updated on 10/25/2025 by MarketBeat.com Staff
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