iShares Treasury Floating RaTFLOETF
13F holders, Q1 2024 (March 31)433holders
3famous investors
$50.69avg. 13F price*
At the end of Q1 2024, 433 institutions reported holding iShares Treasury Floating Ra (TFLO) in their 13F filings. The largest holders were Bank of America Corp. ($314.1M), LPL Financial LLC ($256.7M) and Morgan Stanley ($230.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Treasury Floating Ra
- CUSIP
- 46434V860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $69.0M |
| Exits | 121 | $223.4M |
Ownership 433 holders
| Bank of America Corp. | 0.03% | Reduce -32.8% | 6,196,325 | $314.1M |
| LPL Financial LLC | 0.14% | Reduce -53.8% | 5,065,089 | $256.7M |
| Morgan Stanley | 0.02% | Reduce -38.1% | 4,538,269 | $230.0M |
| UBS Group AG | 0.06% | Reduce -14.4% | 3,739,381 | $189.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -89.1% | 3,156,068 | $160.0M |
| Oxbow Advisors, LLC | 14.12% | Reduce -2.3% | 1,956,740 | $99.2M |
| Cetera Investment Advisers | 0.21% | Add +4.5% | 1,778,274 | $90.1M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -6.1% | 1,770,621 | $89.8M |
| BIP Wealth, LLC | 5.83% | Add +7.1% | 1,573,643 | $79.8M |
| Renaissance Technologies | 0.12% | No change | 1,541,500 | $78.1M |
| Assetmark, Inc. | 0.23% | Add +37.8% | 1,404,657 | $71.2M |
| Mariner, LLC | 0.15% | Add +8.8% | 1,394,738 | $70.7M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -2.6% | 1,371,556 | $69.5M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -12.2% | 1,337,828 | $67.8M |
| Arbor Investment Advisors, LLC | 9.90% | Add +6.3% | 1,333,970 | $67.6M |
| Madison Asset Management, LLC | 0.78% | Reduce -9.4% | 1,248,765 | $63.3M |
| Royal Bank of Canada | 0.01% | Reduce -7.5% | 1,160,612 | $58.8M |
| Acute Investment Advisory, LLC | 38.62% | Add +3.3% | 1,136,447 | $57.6M |
| Osaic Holdings, Inc. | 0.12% | Reduce -73.1% | 1,071,929 | $54.3M |
| Axxcess Wealth Management, LLC | 1.44% | Add +5.0% | 1,001,368 | $50.8M |
| Capital Asset Advisory Services LLC | 2.82% | Add +3.6% | 976,214 | $49.3M |
| Wealthspire Advisors, LLC | 0.65% | Reduce -11.6% | 967,516 | $49.0M |
| Advocacy Wealth Management, LLC | 4.09% | Reduce -23.1% | 938,753 | $47.6M |
| Wells Fargo & Company | 0.01% | Add +3.2% | 884,132 | $44.8M |
| Rinkey Investments | 15.84% | Reduce -1.1% | 857,309 | $43.5M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -39.8% | 841,059 | $42.6M |
| Wintrust Investments LLC | 3.75% | Add +0.5% | 838,243 | $42.5M |
| Northwest Quadrant Wealth Management, LLC | 9.27% | Add +1.4% | 746,822 | $37.9M |
| Landaas & Co. /Wi | 12.04% | Add +6.3% | 730,576 | $37.0M |
| Private Advisor Group, LLC | 0.24% | Reduce -2.7% | 648,935 | $32.9M |
| Wealthspire Retirement, LLC | 2.63% | New | 602,856 | $30.6M |
| HighTower Advisors, LLC | 0.04% | Add +10.0% | 544,594 | $27.6M |
| Stifel Financial Corp. | 0.03% | Reduce -45.4% | 531,066 | $26.9M |
| Badgley Phelps Wealth Managers, LLC | 0.66% | Reduce -46.2% | 517,560 | $26.2M |
| Facet Wealth, Inc. | 0.88% | Add +20.7% | 513,607 | $25.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -29.7% | 500,955 | $25.4M |
| Stash Investments, LLC | 17.72% | Add +12.2% | 488,733 | $24.8M |
| Summitry LLC | 1.25% | Reduce -21.0% | 469,228 | $23.8M |
| SPC Financial, Inc. | 2.23% | Add +0.1% | 467,781 | $23.7M |
| MML Investors Services, LLC | 0.10% | Reduce -76.0% | 462,937 | $23.5M |
| Ifrah Financial Services, Inc. | 6.52% | Add +5.4% | 458,806 | $23.3M |
| Moulton Wealth Management, Inc. | 23.91% | Add +15.0% | 449,757 | $22.8M |
| Divergent Wealth Advisors | 4.46% | Add +10.3% | 439,925 | $22.3M |
| Beacon Financial Group | 2.52% | Reduce -7.1% | 433,850 | $22.0M |
| Kiely Wealth Advisory Group, Inc. | 12.49% | Reduce -0.7% | 433,196 | $21.9M |
| Grant/GrossMendelsohn, LLC | 9.87% | Reduce -11.3% | 419,407 | $21.2M |
| Oppenheimer & Co. Inc. | 0.35% | Reduce -12.8% | 417,162 | $21.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.6% | 414,067 | $21.0M |
| Laurel Wealth Advisors LLC | 3.32% | Add +29.9% | 381,369 | $19.3M |
| Atria Wealth Solutions, Inc. | 0.21% | Reduce -45.9% | 360,420 | $18.3M |
| BlackRock Inc. | 0.00% | Reduce -93.6% | 324,608 | $16.5M |
| Equitable Holdings, Inc. | 0.18% | Add +0.7% | 319,774 | $16.2M |
| Raymond James & Associates | 0.01% | Reduce -75.8% | 298,166 | $15.1M |
| Citadel Advisors | 0.01% | Add +539.2% | 292,093 | $14.8M |
| Founders Financial Securities LLC | 1.53% | Add +29.4% | 287,211 | $14.6M |
| WJ Wealth Management, LLC | 5.74% | Reduce -29.9% | 284,606 | $14.4M |
| WESCAP Management Group, Inc. | 4.02% | Add +26.2% | 273,659 | $13.9M |
| Spire Wealth Management | 0.25% | Reduce -8.9% | 269,124 | $13.6M |
| NewEdge Advisors, LLC | 0.12% | Reduce -36.2% | 265,969 | $13.5M |
| Hamel Associates, Inc. | 4.26% | Add +780.4% | 262,350 | $13.3M |
| Centurion Wealth Management LLC | 5.20% | Reduce -7.8% | 260,086 | $13.2M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -37.3% | 256,833 | $13.0M |
| Orion Portfolio Solutions, LLC | 0.14% | Reduce -37.3% | 256,833 | $13.0M |
| Weaver Consulting Group | 4.82% | Add +1.2% | 256,677 | $13.0M |
| Sugar Maple Asset Management, LLC | 12.17% | — | 248,942 | $12.6M |
| Haverford Trust Co | 0.13% | New | 248,279 | $12.6M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -79.6% | 241,300 | $12.2M |
| Arden Trust Co | 1.71% | Reduce -42.0% | 241,133 | $12.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -80.0% | 234,350 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.7% | 216,938 | $11.0M |
| St. Louis Financial Planners Asset Management, LLC | 9.71% | Add +9.0% | 213,760 | $10.8M |
| Legacy Wealth Asset Management, LLC | 2.98% | Reduce -0.1% | 211,460 | $10.7M |
| Atria Investments, Inc | 0.13% | Reduce -56.7% | 189,701 | $9.6M |
| Element Wealth, LLC | 5.57% | Reduce -8.3% | 187,735 | $9.5M |
| Silver Oak Securities, Incorporated | 1.45% | Add +11.2% | 186,709 | $9.5M |
| Bank of Montreal | 0.00% | Add +13.0% | 186,542 | $9.5M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -86.7% | 176,928 | $9.0M |
| Castle Rock Wealth Management, LLC | 2.45% | Reduce -0.9% | 177,491 | $9.0M |
| Cwm, LLC | 0.04% | Reduce -95.3% | 173,671 | $8.8M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -38.7% | 172,079 | $8.7M |
| Vertex Planning Partners, LLC | 2.38% | Reduce -12.5% | 169,767 | $8.6M |
| Lunt Capital Management, Inc. | 4.19% | Add +5.9% | 166,596 | $8.4M |
| Brookstone Capital Management | 0.15% | Reduce -30.7% | 166,197 | $8.4M |
| Proficio Capital Partners LLC | 0.91% | Reduce -55.5% | 163,655 | $8.3M |
| Sharkey, Howes & Javer | 1.35% | Reduce -31.8% | 162,146 | $8.2M |
| AE Wealth Management LLC | 0.09% | Reduce -78.7% | 161,388 | $8.2M |
| Capital Wealth Alliance, LLC | 4.81% | Add +63.9% | 160,529 | $8.1M |
| Retirement Planning Group, LLC | 0.61% | Add +81.0% | 157,876 | $8.0M |
| Old Mission Capital LLC | 0.19% | Add +1573.5% | 156,938 | $8.0M |
| Cypress Capital, LLC | 2.13% | Add +4.2% | 153,410 | $7.8M |
| BNP Paribas Financial Markets | 0.01% | Add +14.9% | 148,650 | $7.5M |
| Vishria Bird Financial Group, LLC | 3.14% | Add +0.4% | 144,660 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +26.3% | 144,283 | $7.3M |
| Almanack Investment Partners, LLC. | 1.21% | Add +0.6% | 140,191 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -0.1% | 132,565 | $6.7M |
| Elmwood Wealth Management, Inc. | 2.88% | Add +63.6% | 132,546 | $6.7M |
| Creative Planning | 0.01% | Reduce -5.8% | 132,241 | $6.7M |
| ARK & TLK Investments, LLC | 2.57% | Add +3.3% | 129,903 | $6.6M |
| Magnolia Capital Advisors LLC | 5.50% | Add +7.3% | 129,865 | $6.6M |
| Heck Capital Advisors, LLC | 0.97% | Add +83.9% | 125,675 | $6.4M |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.