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Public ownership evidence

iShares Treasury Floating Rate Bond ETF (TFLO) Ownership Disclosures

Read TFLO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-293,615$183,013None
Cornerstone Financial Management LLC2026-03-312026-08-293,830$193,898None
Cornerstone Financial Management LLC2025-12-312026-08-295,287$266,768None
Corient Private Wealth LP2026-06-302026-08-2856,566$2,863,960None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2829$1,468None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2829$1,468None
Wellington Grp LLC2026-06-302026-08-27278,621$14,106,588None
Advus Financial Partners, LLC2025-03-312026-08-267,818$396,060None
Advus Financial Partners, LLC2024-12-312026-08-2611,750$593,023None
Advus Financial Partners, LLC2024-09-302026-08-2667,117$3,396,120None
Advus Financial Partners, LLC2024-06-302026-08-2692,126$4,667,103None
Advus Financial Partners, LLC2024-03-312026-08-26106,250$5,385,813None
Advus Financial Partners, LLC2023-12-312026-08-26106,757$5,388,026None
Advus Financial Partners, LLC2023-09-302026-08-26100,918$5,120,579None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2030,487$1,543,559None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20859,830$43,533,201None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20209,744$10,619,354None
Sankala Group LLC2026-06-302026-08-19138,507$7,008,449None
Beacon Pointe Advisors, LLC2026-06-302026-08-1962,659$3,172,417None
Copia Wealth Management2026-06-302026-08-194,809$243,480None
Strait & Sound Wealth Management LLC2026-06-302026-08-197,755$392,636None
Glenview Trust Co2026-06-302026-08-19212,666$10,767,279None
Strive Financial Group ,LLC2026-06-302026-08-181,090$55,187None
Corient Private Wealth LP2026-06-302026-08-1856,567$2,863,959None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1810,201$516,588None
Equitable Holdings, Inc.2026-06-302026-08-18188,384$9,537,904None
Proficio Capital Partners LLC2026-06-302026-08-185,315$269,098None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1817,194$871,000None
Wellington Grp LLC2026-06-302026-08-15268,379$13,588,019None
Ascent Advisors, LLC2026-06-302026-08-1510,657$538,179None
Synergy Investment Management, LLC2026-06-302026-08-151$51None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1572,419$3,666,574None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-152,510$127,081None
Vantage Point Financial LLC2026-06-302026-08-1589,529$4,532,850None
Mutual Advisors, LLC2026-06-302026-08-15266,461$13,490,896None
Advyzon Investment Management, LLC2026-06-302026-08-159,820$497,187None
Advyzon Investment Management, LLC2026-06-302026-08-1519,988$1,011,978None
Vertex Planning Partners, LLC2026-06-302026-08-15763,672$38,664,695None
Capital Asset Advisory Services LLC2026-06-302026-08-151,216,166$61,574,486None
Ameritas Advisory Services, LLC2026-06-302026-08-1584,218$4,263,937None
FWG Holdings, LLC2026-06-302026-08-1554,314$2,749,919None
WCG Wealth Advisors LLC2026-06-302026-08-1518,804$952,070None
Western Wealth Management, LLC2026-06-302026-08-154,358$220,650None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15225,528$11,418,483None
IFG Advisory, LLC2026-06-302026-08-1540,180$2,034,331None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515$759None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,440$1,338,664None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,074,269$54,394,119None
Prostatis Group LLC2026-06-302026-08-1522,738$1,151,228None
Betterment LLC2026-06-302026-08-1563,936$3,237,000None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.