TFLO Institutional Ownership
iShares Treasury Floating Rate Bond ETF
1W: +0.1%
1M: +0.0%
3M: +0.0%
YTD: +0.7%
1Y: +1.2%
3Y: +11.3%
5Y: +17.8%
$50.53
+0.02 (+0.04%)
Weekly Expected Move ±0.2%
$50
$50
$51
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — TFLO
467
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
54
New Positions
138
Increased
241
Reduced
43
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (505 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,421,895 | $324M | -328,932 | -4.9% | 49Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,611,310 | $284M | -2,133,839 | -27.6% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,160,243 | $160M | -478,627 | -13.2% | 47Q | SEC ↗ |
| 4 | UBS Group AG | 2,083,520 | $105M | +41,475 | +2.0% | 47Q | SEC ↗ |
| 5 | Wealthspire Advisors, LLC | 1,599,878 | $81M | -192,956 | -10.8% | 15Q | SEC ↗ |
| 6 | Financial Advisory Corp | 1,590,060 | $80M | +95,596 | +6.4% | 7Q | SEC ↗ |
| 7 | Mariner, LLC | 1,585,917 | $80M | +24,294 | +1.6% | 17Q | SEC ↗ |
| 8 | BIP Wealth, LLC | 1,521,470 | $77M | +218,469 | +16.8% | 14Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,359,807 | $69M | +287,148 | +26.8% | 7Q | SEC ↗ |
| 10 | Arbor Investment Advisors, LLC | 1,326,255 | $67M | -11,571 | -0.9% | 33Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 1,289,440 | $65M | +124,643 | +10.7% | 23Q | SEC ↗ |
| 12 | Capital Asset Advisory Services LLC | 1,216,166 | $61M | +33,295 | +2.8% | 14Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,177,131 | $59M | +153,348 | +15.0% | 42Q | SEC ↗ |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 1,171,791 | $59M | — | +0.0% | 1Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 1,100,724 | $56M | +102,739 | +10.3% | 26Q | SEC ↗ |
| 16 | Brookstone Capital Management | 1,096,345 | $55M | +31,145 | +2.9% | 16Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1,037,507 | $52M | -712,849 | -40.7% | 19Q | SEC ↗ |
| 18 | Stash Investments, LLC | 1,011,545 | $51M | +104,557 | +11.5% | 11Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 994,734 | $50M | -41,172 | -4.0% | 19Q | SEC ↗ |
| 20 | Rinkey Investments | 961,211 | $49M | +164,450 | +20.6% | 16Q | SEC ↗ |
| 21 | STOCK YARDS BANK & TRUST CO | 890,317 | $45M | -16,714 | -1.8% | 8Q | SEC ↗ |
| 22 | Northwest Quadrant Wealth Management, | 863,892 | $44M | -271,855 | -23.9% | 18Q | SEC ↗ |
| 23 | Walker Financial Services, Inc. | 851,969 | $43M | +75,265 | +9.7% | 6Q | SEC ↗ |
| 24 | AlphaCore Capital LLC | 816,775 | $41M | -15,591 | -1.9% | 3Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 815,301 | $41M | -40,998 | -4.8% | 32Q | SEC ↗ |
| 26 | Vertex Planning Partners, LLC | 763,672 | $39M | -275,147 | -26.5% | 15Q | SEC ↗ |
| 27 | Facet Wealth, Inc. | 686,514 | $35M | -13,227 | -1.9% | 14Q | SEC ↗ |
| 28 | Laurel Wealth Advisors LLC | 659,801 | $33M | +22,962 | +3.6% | 30Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 647,251 | $33M | -179,940 | -21.8% | 31Q | SEC ↗ |
| 30 | Omnitrust Wealth Management, Inc | 619,183 | $31M | +449,259 | +264.4% | 2Q | SEC ↗ |
| 31 | HARTLINE INVESTMENT CORP | 530,820 | $27M | +317,440 | +148.8% | 6Q | SEC ↗ |
| 32 | Ifrah Financial Services, Inc. | 478,794 | $24M | -37,054 | -7.2% | 33Q | SEC ↗ |
| 33 | ASSETMARK, INC | 466,404 | $24M | -192,496 | -29.2% | 15Q | SEC ↗ |
| 34 | MKT Advisors LLC | 451,670 | $23M | +26,505 | +6.2% | 13Q | SEC ↗ |
| 35 | Portfolio Design Labs, LLC | 438,029 | $22M | +98,727 | +29.1% | 11Q | SEC ↗ |
| 36 | J2 Capital Management Inc | 434,161 | $22M | -49,522 | -10.2% | 7Q | SEC ↗ |
| 37 | SUMMITRY LLC | 413,352 | $21M | +4,325 | +1.1% | 11Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 395,727 | $20M | -3,316 | -0.8% | 15Q | SEC ↗ |
| 39 | BEACON FINANCIAL GROUP | 380,865 | $19M | -68,943 | -15.3% | 11Q | SEC ↗ |
| 40 | GeoWealth Management, LLC | 373,979 | $19M | -250,765 | -40.1% | 8Q | SEC ↗ |
| 41 | Cardinal Point Capital Management ULC | 373,096 | $19M | -141,553 | -27.5% | 14Q | SEC ↗ |
| 42 | Midwest Financial Partners Investments NEW | 370,480 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 43 | IFP Advisors, Inc | 363,276 | $18M | +66,964 | +22.6% | 19Q | SEC ↗ |
| 44 | Ascent Group, LLC | 359,827 | $18M | +82,792 | +29.9% | 17Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 354,341 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Weaver Consulting Group | 340,292 | $17M | -37,509 | -9.9% | 14Q | SEC ↗ |
| 47 | AllGen Financial Advisors, Inc. | 334,914 | $17M | +323,210 | +2761.5% | 2Q | SEC ↗ |
| 48 | ARK & TLK INVESTMENTS, LLC | 310,150 | $16M | -126,703 | -29.0% | 11Q | SEC ↗ |
| 49 | Castle Rock Wealth Management, LLC | 304,025 | $15M | +101 | +0.0% | 13Q | SEC ↗ |
| 50 | JONES FINANCIAL COMPANIES LLLP | 298,546 | $15M | -19,447 | -6.1% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 1,171,791 | $59M |
| Midwest Financial Partners Investme | 370,480 | $19M |
| Global Retirement Partners, LLC | 354,341 | $18M |
| Capital Advantage, Inc. | 270,246 | $14M |
| Financial Gravity Companies, Inc. | 104,797 | $5M |
| BAILARD, INC. | 104,315 | $5M |
| Vantage Point Financial LLC | 89,529 | $5M |
| Warner Group LLC | 62,004 | $3M |
| Corient Private Wealth LP | 56,566 | $3M |
| PETERSON WEALTH MANAGEMENT | 45,207 | $2M |
| Broussard Financial Group LLC | 36,517 | $2M |
| Legacy Capital Group California, In | 28,323 | $1M |
| Athena Wealth Management, LLC | 20,964 | $1M |
| Mayflower Financial Advisors, LLC | 19,586 | $990K |
| Elevation Capital Advisory, LLC | 17,898 | $904K |
| J. M. Brown & Associates Inc. | 16,130 | $815K |
| Triad Wealth Partners, LLC | 15,379 | $777K |
| Andina Capital Management, LLC | 12,976 | $656K |
| LRI Investments, LLC | 12,638 | $639K |
| Diversify Advisory Services, LLC | 10,877 | $550K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 291,138 | $15M |
| Hershey Financial Advisers, LLC | 74,870 | $4M |
| ACUTE INVESTMENT ADVISORY, LLC | 60,708 | $3M |
| Forthright Family Wealth Advisory L | 53,281 | $3M |
| EFG International AG | 48,026 | $2M |
| Hilltop Holdings Inc. | 41,768 | $2M |
| Westwood Wealth Management | 41,616 | $2M |
| MRWM Advisors, LLC | 37,419 | $2M |
| Tower Research Capital LLC (TRC) | 32,551 | $2M |
| Keebeck Wealth Management | 20,791 | $1M |
| Price Capital Management, Inc. | 20,000 | $1M |
| WIN ADVISORS, INC | 17,673 | $893K |
| Clear Creek Financial Management, L | 16,004 | $809K |
| Redwood Financial Network Corp | 14,789 | $747K |
| Magnus Financial Group LLC | 13,621 | $688K |
| Blue Edge Capital, LLC | 13,521 | $683K |
| WESPAC Advisors, LLC | 13,240 | $669K |
| PeakShares LLC | 12,522 | $633K |
| Waterloo Capital, L.P. | 11,390 | $576K |
| COMMUNITY TRUST & INVESTMENT CO | 9,019 | $456K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Omnitrust Wealth Management, Inc | +449,259 | +264.4% | 619,183 |
| AllGen Financial Advisors, Inc. | +323,210 | +2761.5% | 334,914 |
| HARTLINE INVESTMENT CORP | +317,440 | +148.8% | 530,820 |
| RAYMOND JAMES FINANCIAL INC | +287,148 | +26.8% | 1,359,807 |
| BIP Wealth, LLC | +218,469 | +16.8% | 1,521,470 |
| MAGNOLIA CAPITAL ADVISORS LLC | +217,744 | +2797.3% | 225,528 |
| Rinkey Investments | +164,450 | +20.6% | 961,211 |
| ROYAL BANK OF CANADA | +153,348 | +15.0% | 1,177,131 |
| WELLS FARGO & COMPANY/MN | +124,643 | +10.7% | 1,289,440 |
| Stash Investments, LLC | +104,557 | +11.5% | 1,011,545 |
| OSAIC HOLDINGS, INC. | +102,739 | +10.3% | 1,100,724 |
| NorthCoast Asset Management LLC | +101,614 | +153.3% | 167,898 |
| Portfolio Design Labs, LLC | +98,727 | +29.1% | 438,029 |
| Financial Advisory Corp | +95,596 | +6.4% | 1,590,060 |
| FLOW TRADERS U.S. LLC | +84,737 | +609.4% | 98,641 |
| Ascent Group, LLC | +82,792 | +29.9% | 359,827 |
| Walker Financial Services, Inc. | +75,265 | +9.7% | 851,969 |
| Indivisible Partners | +70,165 | +328.3% | 91,538 |
| IFP Advisors, Inc | +66,964 | +22.6% | 363,276 |
| Aquire Wealth Advisors, LLC | +65,756 | +58.8% | 177,566 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -2,133,839 | -27.6% | 5,611,310 |
| ENVESTNET ASSET MANAGEMENT INC | -712,849 | -40.7% | 1,037,507 |
| Jaffetilchin Investment Partners, L | -525,447 | -92.2% | 44,236 |
| FORM Wealth Advisors, LLC | -524,832 | -89.6% | 60,645 |
| MORGAN STANLEY | -478,627 | -13.2% | 3,160,243 |
| C2P Capital Advisory Group, LLC d.b | -436,532 | -88.4% | 57,558 |
| Betterment LLC | -342,965 | -84.3% | 63,936 |
| LPL Financial LLC | -328,932 | -4.9% | 6,421,895 |
| OneDigital Investment Advisors LLC | -323,557 | -69.6% | 141,195 |
| St. Louis Financial Planners Asset | -298,918 | -82.9% | 61,513 |
| Vertex Planning Partners, LLC | -275,147 | -26.5% | 763,672 |
| Northwest Quadrant Wealth Managemen | -271,855 | -23.9% | 863,892 |
| GeoWealth Management, LLC | -250,765 | -40.1% | 373,979 |
| Wealthspire Advisors, LLC | -192,956 | -10.8% | 1,599,878 |
| ASSETMARK, INC | -192,496 | -29.2% | 466,404 |
| MOULTON WEALTH MANAGEMENT, INC | -190,031 | -41.2% | 271,371 |
| STIFEL FINANCIAL CORP | -179,940 | -21.8% | 647,251 |
| Mutual Advisors, LLC | -165,502 | -38.3% | 266,461 |
| Luminist Capital LLC | -161,550 | -36.3% | 283,555 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -148,889 | -93.6% | 10,201 |