Who owns iShares Treasury Floating Rate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TFLO from SEC Form 13F filings across 427 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 427 institutions disclosed 69.6M shares of iShares Treasury Floating Rate Bond ETF worth $3.53B — about 53.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
427
13F holders
$3.53B
value, 2026 filers
53.4%
of shares outstanding (69.6M sh)
60
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TFLO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.4M | $325.1M | 0.1% | 4.9% | -4.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 5.6M | $284.1M | 0.0% | 4.3% | -27.6% |
| 3 | MORGAN STANLEY | 3.2M | $160.0M | 0.0% | 2.4% | -13.2% |
| 4 | UBS Group AG | 2.1M | $105.5M | 0.0% | 1.6% | +2.0% |
| 5 | Wealthspire Advisors, LLC | 1.6M | $81.0M | 0.4% | 1.2% | -10.8% |
| 6 | Financial Advisory Corp | 1.6M | $80.5M | 10.7% | 1.2% | +6.4% |
| 7 | Mariner, LLC | 1.6M | $80.3M | 0.1% | 1.2% | +1.6% |
| 8 | BIP Wealth, LLC | 1.5M | $77.0M | 2.2% | 1.2% | +16.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1.4M | $68.8M | 0.0% | 1% | +26.8% |
| 10 | Arbor Investment Advisors, LLC | 1.3M | $67.1M | 7.6% | 1% | -0.9% |
| 11 | WELLS FARGO & COMPANY/MN | 1.3M | $65.3M | 0.0% | 1% | +10.7% |
| 12 | Capital Asset Advisory Services LLC | 1.2M | $61.6M | 2.2% | 0.9% | +2.8% |
| 13 | ROYAL BANK OF CANADA | 1.2M | $59.6M | 0.0% | 0.9% | +15.0% |
| 14 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 1.2M | $59.3M | 0.9% | 0.9% | new |
| 15 | OSAIC HOLDINGS, INC. | 1.1M | $55.7M | 0.1% | 0.8% | +10.3% |
| 16 | Brookstone Capital Management | 1.1M | $55.5M | 0.6% | 0.8% | +2.9% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $52.5M | 0.0% | 0.8% | -40.7% |
| 18 | Stash Investments, LLC | 1.0M | $51.2M | 16.5% | 0.8% | +11.5% |
| 19 | Cetera Investment Advisers | 994,734 | $50.4M | 0.0% | 0.8% | -4.0% |
| 20 | Rinkey Investments | 961,211 | $48.7M | 11.5% | 0.7% | +20.6% |
| 21 | STOCK YARDS BANK & TRUST CO | 890,317 | $45.1M | 1.3% | 0.7% | -1.8% |
| 22 | Northwest Quadrant Wealth Management, LLC | 863,892 | $43.7M | 8.1% | 0.7% | -23.9% |
| 23 | Walker Financial Services, Inc. | 851,969 | $43.1M | 13.3% | 0.7% | +9.7% |
| 24 | AlphaCore Capital LLC | 816,775 | $41.4M | 0.8% | 0.6% | -1.9% |
| 25 | Cambridge Investment Research Advisors, Inc. | 815,301 | $41.3M | 0.1% | 0.6% | -4.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.