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 |
| Janney Montgomery Scott LLC | 0.02% | Reduce -96.2% | 122,816 | $6.2M |
| Van Hulzen Asset Management, LLC | 0.40% | Add +0.1% | 118,798 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Add +64.0% | 118,535 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -97.0% | 115,659 | $5.9M |
| Allworth Financial LP | 0.04% | Add +17.0% | 113,736 | $5.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -6.0% | 111,170 | $5.6M |
| Trek Financial, LLC | 0.45% | Reduce -16.4% | 111,144 | $5.6M |
| Advus Financial Partners, LLC | 1.66% | Reduce -0.5% | 106,250 | $5.4M |
| FFG Retirement Advisors LLC | 3.77% | Add +5.5% | 105,658 | $5.4M |
| Robinson Smith Wealth Advisors LLC | 5.15% | Reduce -5.4% | 105,646 | $5.4M |
| MKT Advisors LLC | 2.90% | Add +161.9% | 104,589 | $5.3M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +4.4% | 102,660 | $5.2M |
| Sovereign Investment Advisors, LLC | 1.79% | Add +0.9% | 102,328 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +164.9% | 101,394 | $5.1M |
| Portfolio Design Labs, LLC | 1.70% | Reduce -69.2% | 99,818 | $5.1M |
| Montecito Bank & Trust | 0.99% | Add +1.2% | 97,758 | $5.0M |
| Farther Finance Advisors, LLC | 0.30% | Reduce -23.5% | 97,508 | $4.9M |
| TNF LLC | 1.91% | Reduce -26.7% | 95,125 | $4.8M |
| Disciplined Investments, LLC | 2.61% | Add +10.8% | 94,410 | $4.8M |
| Global Retirement Partners, LLC | 0.17% | Reduce -13.5% | 92,027 | $4.7M |
| Aquire Wealth Advisors, LLC | 1.63% | Reduce -17.6% | 91,842 | $4.7M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +14.9% | 91,061 | $4.6M |
| CreativeOne Wealth, LLC | 0.18% | Add +156.4% | 88,373 | $4.5M |
| Spectrum Wealth Counsel, LLC | 0.55% | Add +2.5% | 88,050 | $4.5M |
| Main Management LLC | 0.38% | Reduce -4.4% | 88,048 | $4.5M |
| New Capital Management LP | 1.33% | Reduce -6.5% | 87,860 | $4.5M |
| Betterment LLC | 0.01% | Reduce -38.0% | 86,980 | $4.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -70.9% | 85,263 | $4.3M |
| WESPAC Advisors, LLC | 2.49% | Reduce -4.8% | 84,373 | $4.3M |
| SVB Wealth LLC | 0.09% | Reduce -19.1% | 83,504 | $4.2M |
| Jane Street Group, LLC | 0.01% | Reduce -63.6% | 82,758 | $4.2M |
| RFG Advisory, LLC | 0.14% | Reduce -40.7% | 81,237 | $4.1M |
| Strategic Financial Concepts, LLC | 0.98% | Add +12.2% | 80,578 | $4.1M |
| James Investment Research, Inc. | 0.48% | Reduce -7.2% | 79,765 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -12.1% | 79,331 | $4.0M |
| PFG Advisors | 0.28% | Reduce -13.4% | 75,046 | $3.8M |
| Gries Financial LLC | 0.62% | Reduce -48.0% | 73,420 | $3.7M |
| FWG Holdings, LLC | 1.97% | Reduce -14.4% | 72,717 | $3.7M |
| American Planning Services, Inc. | 2.49% | Reduce -4.1% | 67,932 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -16.2% | 67,375 | $3.4M |
| High Falls Advisors, Inc | 0.83% | Reduce -72.9% | 65,023 | $3.3M |
| Cahill Financial Advisors Inc. | 0.44% | Reduce -31.7% | 63,696 | $3.2M |
| WCG Wealth Advisors LLC | 0.27% | Add +378.6% | 62,541 | $3.2M |
| Karpus Management, Inc. | 0.09% | Add +127.8% | 61,850 | $3.1M |
| Ameritas Advisory Services, LLC | 0.13% | Add +30.0% | 61,977 | $3.1M |
| Tsfg, LLC | 0.76% | New | 59,790 | $3.0M |
| Financial Gravity Asset Management, Inc. | 0.85% | Reduce -92.0% | 59,969 | $3.0M |
| Wellington Wealth Strategies, LLC. | 1.41% | New | 59,642 | $3.0M |
| Fortune 45 LLC | 2.44% | Reduce -1.1% | 58,575 | $3.0M |
| Vigilare Wealth Management | 1.46% | Reduce -15.6% | 58,238 | $3.0M |
| ICA Group Wealth Management, LLC | 0.59% | Add +21.2% | 57,959 | $2.9M |
| Choreo, LLC | 0.07% | Reduce -1.3% | 57,244 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -27.9% | 57,144 | $2.9M |
| GTS Securities LLC | 0.08% | New | 56,763 | $2.9M |
| Park Avenue Securities LLC | 0.04% | Reduce -97.5% | 56,036 | $2.8M |
| Ascent Group, LLC | 0.25% | Reduce -75.1% | 55,981 | $2.8M |
| Pennsylvania Capital Management Inc. | 1.13% | Reduce -63.0% | 53,848 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.81% | Reduce -18.3% | 53,281 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -78.0% | 50,894 | $2.6M |
| Millennium Management | 0.00% | Reduce -55.9% | 49,915 | $2.5M |
| Stephens Inc. | 0.04% | Reduce -91.7% | 48,387 | $2.5M |
| Cardinal Point Capital Management ULC | 0.46% | Add +60.1% | 48,028 | $2.4M |
| Mather Group, Llc. | 0.04% | Add +0.1% | 48,037 | $2.4M |
| Palo Alto Wealth Advisors, LLC | 1.69% | Add +204.0% | 47,193 | $2.4M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -22.8% | 46,947 | $2.4M |
| Hilltop Holdings Inc. | 0.26% | Reduce -2.5% | 46,943 | $2.4M |
| Mutual Advisors, LLC | 0.08% | Reduce -57.0% | 46,694 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -26.0% | 45,690 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -96.8% | 45,507 | $2.3M |
| Stonebrook Private Inc. | 0.66% | Reduce -16.4% | 44,298 | $2.2M |
| Diversify Advisory Services, LLC | 0.13% | — | 43,079 | $2.2M |
| Strategic Blueprint, LLC | 0.15% | Reduce -65.1% | 42,401 | $2.1M |
| Total Clarity Wealth Management, Inc. | 0.75% | Add +4.5% | 42,295 | $2.1M |
| Private Advisory Group LLC | 0.30% | Add +219.2% | 41,581 | $2.1M |
| Dohj, LLC | 0.56% | Reduce -36.0% | 41,407 | $2.1M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -9.0% | 40,350 | $2.0M |
| Destination Wealth Management | 0.07% | Reduce -0.7% | 40,200 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | New | 39,389 | $2.0M |
| Savvy Advisors, Inc. | 1.15% | Add +109.7% | 39,320 | $2.0M |
| Professional Financial Advisors, LLC | 0.57% | Reduce -39.3% | 39,238 | $2.0M |
| Quadrature Capital Ltd | 0.03% | New | 38,001 | $1.9M |
| Carmel Capital Partners, LLC | 0.79% | New | 37,906 | $1.9M |
| Ignite Planners, LLC | 0.53% | Add +68.2% | 37,682 | $1.9M |
| Yoder Wealth Management, Inc. | 1.21% | Add +245.4% | 36,442 | $1.8M |
| Smith, Moore & Co. | 0.19% | Add +476.1% | 36,003 | $1.8M |
| Clearview Wealth Advisors LLC | 1.85% | Add +103.7% | 35,761 | $1.8M |
| Aspen Wealth Management LLC | 0.69% | Reduce -0.2% | 35,403 | $1.8M |
| Comerica Bank | 0.01% | Reduce -28.5% | 35,272 | $1.8M |
| MN Wealth Advisors, LLC | 1.10% | Add +28.2% | 35,216 | $1.8M |
| HCR Wealth Advisors | 0.27% | Reduce -1.8% | 35,160 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -47.6% | 34,693 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.1% | 34,515 | $1.7M |
| Grey Ledge Advisors, LLC | 0.49% | Reduce -11.8% | 34,414 | $1.7M |
| Focus Financial Network, Inc. | 0.08% | — | 34,233 | $1.7M |
| Central Pacific Bank - Trust Division | 0.22% | — | 33,951 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | Reduce -61.6% | 33,152 | $1.7M |
| VitalStone Financial, LLC | 1.27% | Add +332.4% | 32,891 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.16% | Add +5.3% | 32,725 | $1.7M |
| Boston Family Office LLC | 0.12% | Reduce -15.9% | 32,395 | $1.6M |
| Copperleaf Capital, LLC | 1.39% | Reduce -12.5% | 31,681 | $1.6M |
| Steele Capital Management, Inc. | 0.09% | Add +0.1% | 30,122 | $1.5M |
| Mgo One Seven LLC | 0.08% | Add +325.3% | 29,884 | $1.5M |
| Horst & Graben Wealth Management LLC | 0.31% | Reduce -90.0% | 29,660 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -54.1% | 29,045 | $1.5M |
| Regal Investment Advisors LLC | 0.10% | Reduce -76.3% | 28,621 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Add +83.7% | 28,123 | $1.4M |
| Sowell Financial Services LLC | 0.07% | Reduce -52.8% | 27,661 | $1.4M |
| Keystone Financial Services | 0.60% | Reduce -75.1% | 27,333 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -40.7% | 27,114 | $1.4M |
| AXS Investments LLC | 0.33% | No change | 27,000 | $1.4M |
| Magnus Financial Group LLC | 0.16% | Add +14.7% | 26,961 | $1.4M |
| Laffer Tengler Investments, Inc. | 0.44% | Reduce -62.3% | 26,640 | $1.4M |
| Guidance Capital, Inc. | 0.50% | Add +0.5% | 26,707 | $1.4M |
| Richardson Financial Services Inc. | 0.95% | Add +36.3% | 26,450 | $1.3M |
| Aveo Capital Partners, LLC | 0.15% | Add +214.9% | 26,431 | $1.3M |
| Two Sigma Securities, LLC | 0.06% | Add +210.9% | 26,070 | $1.3M |
| Keystone Financial Group | 0.19% | New | 26,019 | $1.3M |
| Certus Wealth Management, LLC | 1.03% | Reduce -33.6% | 25,663 | $1.3M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -5.8% | 25,234 | $1.3M |
| Parkside Advisors LLC | 0.33% | New | 24,965 | $1.3M |
| Significant Wealth Partners LLC | 0.83% | Add +117.7% | 24,869 | $1.3M |
| Win Advisors, Inc. | 0.55% | New | 24,528 | $1.2M |
| Arkadios Wealth Advisors | 0.10% | Reduce -0.7% | 24,444 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -26.6% | 24,281 | $1.2M |
| Clarity Financial LLC | 0.19% | Reduce -16.5% | 24,215 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Reduce -26.9% | 23,911 | $1.2M |
| Intelligence Driven Advisers, LLC | 0.18% | New | 23,824 | $1.2M |
| Regimen Wealth, LLC | 0.41% | Add +0.8% | 23,496 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 23,306 | $1.2M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -30.8% | 22,766 | $1.2M |
| Kickstand Ventures, Llc. | 0.32% | Reduce -12.2% | 22,480 | $1.1M |
| Apeiron RIA LLC | 0.32% | Reduce -64.2% | 21,918 | $1.1M |
| MV Capital Management, Inc. | 0.13% | Reduce -92.0% | 21,737 | $1.1M |
| Creative Financial Designs Inc. | 0.10% | Reduce -17.8% | 20,926 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -83.8% | 20,819 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Reduce -2.7% | 20,281 | $1.0M |
| Emergent Wealth Advisors, LLC | 0.88% | Add +292.8% | 20,145 | $1.0M |
| Client 1ST Advisory Group, LLC | 0.45% | Add +10.5% | 19,966 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 19,940 | $1.0M |
| Darden Wealth Group Inc | 0.79% | Add +18.8% | 19,868 | $1.0M |
| Able Wealth Management LLC | 0.85% | Add +54.7% | 19,244 | $975K |
| AllSquare Wealth Management LLC | 0.57% | Reduce -13.3% | 19,220 | $974K |
| AFS Financial Group, LLC | 4.10% | New | 19,199 | $973K |
| Centaurus Financial, Inc. | 0.07% | Reduce -32.6% | 19,135 | $970K |
| TSA Wealth Managment LLC | 0.42% | Reduce -86.4% | 19,063 | $966K |
| Sovereign Financial Group, Inc. | 0.25% | Add +11.4% | 18,938 | $960K |
| Northern Trust Corp. | 0.00% | Add +55.4% | 18,544 | $940K |
| Tactive Advisors, LLC | 0.49% | Reduce -43.2% | 18,111 | $918K |
| IFG Advisory, LLC | 0.07% | Add +31.2% | 17,846 | $905K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -49.5% | 17,633 | $894K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -65.3% | 17,506 | $887K |
| Blue Edge Capital, LLC | 0.14% | Add +0.8% | 17,076 | $866K |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -47.4% | 16,974 | $860K |
| IFP Advisors, Inc | 0.04% | Reduce -18.3% | 16,887 | $856K |
| Redwood Investment Management, LLC | 0.08% | Reduce -20.7% | 16,874 | $855K |
| Derbend Asset Management | 0.42% | Reduce -49.6% | 16,659 | $844K |
| Panoramic Investment Advisors, LLC | 0.61% | Reduce -54.1% | 16,365 | $830K |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -93.2% | 16,302 | $826K |
| Ancora Advisors LLC | 0.02% | Add +8.7% | 16,291 | $826K |
| BTS Asset Management, Inc. | 0.66% | Add +8.9% | 15,857 | $804K |
| Taylor & Morgan Wealth Management, LLC | 0.57% | Reduce -32.8% | 15,384 | $780K |
| Prudential Financial Inc. | 0.00% | Reduce -92.3% | 15,125 | $767K |
| Prospera Financial Services Inc | 0.02% | Add +52.7% | 15,035 | $762K |
| Core Wealth Partners LLC | 0.57% | Reduce -6.3% | 14,882 | $754K |
| Private Ocean, LLC | 0.08% | Reduce -0.8% | 14,824 | $751K |
| Moneco Advisors, LLC | 0.12% | Reduce -2.0% | 14,652 | $743K |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -16.9% | 14,076 | $714K |
| Heritage Wealth Management, LLC | 0.36% | Add +3.0% | 13,954 | $707K |
| Alterna Wealth Management, Inc. | 0.55% | Reduce -34.2% | 13,500 | $684K |
| HUB Investment Partners, LLC | 0.04% | New | 13,496 | $684K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -86.3% | 13,459 | $682K |
| Tidemark, LLC | 0.36% | No change | 12,728 | $645K |
| Shared Vision Wealth Group LLC | 0.40% | Reduce -78.0% | 12,690 | $643K |
| Cravens & Co Advisors, LLC | 0.53% | Reduce -0.3% | 12,632 | $640K |
| Gibbs Wealth Management | 0.37% | — | 12,629 | $640K |
| Prostatis Group LLC | 0.24% | Add +49.0% | 12,612 | $639K |
| Nilsine Partners, LLC | 0.09% | Reduce -52.3% | 12,275 | $622K |
| Harbour Investments, Inc. | 0.02% | Reduce -70.8% | 12,185 | $618K |
| Bigelow Investment Advisors, LLC | 0.30% | No change | 12,030 | $610K |
| Mainsail Asset Management, LLC | 0.50% | Add +110.9% | 12,001 | $608K |
| Private Trust Co. NA | 0.07% | Reduce -34.0% | 11,919 | $604K |
| JB Capital LLC | 0.04% | Reduce -97.8% | 11,779 | $597K |
| US Bancorp \de | 0.00% | Reduce -96.8% | 11,536 | $585K |
| VCI Wealth Management LLC | 0.39% | Add +29.1% | 11,511 | $583K |
| Apollon Wealth Management, LLC | 0.02% | Add +27.4% | 11,451 | $580K |
| Shira Ridge Wealth Management | 0.33% | Add +51.5% | 11,295 | $573K |
| Range Financial Group LLC | 0.29% | Add +77.4% | 11,177 | $567K |
| Firethorn Wealth Partners, LLC | 0.33% | Reduce -64.3% | 10,985 | $557K |
| Ritholtz Wealth Management | 0.02% | Add +10.2% | 10,704 | $543K |
| LexAurum Advisors, LLC | 0.14% | Reduce -25.0% | 10,581 | $536K |
| Csenge Advisory Group | 0.03% | Reduce -73.4% | 10,442 | $529K |
| Lane & Associates LLC | 0.33% | Reduce -41.5% | 10,298 | $522K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +56.9% | 10,281 | $521K |
| Calton & Associates, Inc. | 0.25% | Reduce -42.4% | 10,222 | $518K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -39.9% | 10,192 | $517K |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.3% | 10,130 | $514K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -94.0% | 10,100 | $512K |
| Sigma Planning Corp | 0.02% | Add +30.4% | 9,922 | $503K |
| Eagle Global Advisors LLC | 0.03% | Reduce -8.3% | 9,917 | $503K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -67.6% | 9,905 | $502K |
| BlueChip Wealth Advisors LLC | 0.32% | Add +17.8% | 9,791 | $496K |
| Lifeworks Advisors, LLC | 0.14% | New | 9,617 | $487K |
| Valmark Advisers, Inc. | 0.01% | Add +29.7% | 9,315 | $472K |
| Pinnacle Financial Partners Inc | 0.01% | Add +7.0% | 9,201 | $466K |
| Stokes Family Office, LLC | 0.06% | Reduce -94.4% | 9,112 | $462K |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -69.4% | 9,078 | $460K |
| Concorde Asset Management, LLC | 0.31% | Reduce -32.0% | 8,987 | $456K |
| Park Place Capital Corp | 0.16% | Reduce -57.7% | 8,895 | $451K |
| Balboa Wealth Partners | 0.14% | No change | 8,850 | $449K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -91.5% | 8,590 | $435K |
| Vermillion & White Wealth Management Group, LLC | 0.35% | Add +68.3% | 8,532 | $432K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -41.6% | 5,064 | $418K |
| Integrated Advisors Network LLC | 0.02% | Add +31.4% | 8,117 | $411K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +0.9% | 8,004 | $406K |
| Austin Private Wealth, LLC | 0.05% | Reduce -96.4% | 7,918 | $400K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -79.0% | 7,860 | $398K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -10.7% | 7,741 | $392K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.9% | 7,704 | $391K |
| WealthShield Partners, LLC | 0.06% | Reduce -85.7% | 7,682 | $389K |
| Insight Folios Inc | 0.16% | Reduce -1.0% | 7,672 | $389K |
| American National Bank & Trust | 0.05% | Reduce -9.3% | 7,642 | $387K |
| StoneX Group Inc. | 0.03% | New | 7,601 | $385K |
| Renasant Bank | 0.27% | Reduce -10.3% | 7,528 | $382K |
| Headlands Technologies LLC | 0.09% | New | 7,399 | $375K |
| Liberty Wealth Management LLC | 0.07% | Reduce -88.1% | 7,365 | $373K |
| Independent Financial Group, LLC | 0.02% | Add +10.6% | 7,333 | $372K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -53.1% | 7,256 | $368K |
| Journey Advisory Group, LLC | 0.04% | Reduce -37.8% | 6,921 | $351K |
| W.H. Cornerstone Investments Inc. | 0.25% | Reduce -32.2% | 6,869 | $348K |
| Cooper Financial Group | 0.06% | Reduce -46.9% | 6,841 | $347K |
| Private Wealth Partners, LLC | 0.03% | Reduce -69.0% | 6,800 | $345K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -88.9% | 6,724 | $341K |
| Capital Investment Counsel, LLC | 0.07% | Add +28.4% | 6,696 | $339K |
| Brown Advisory Inc. | 0.00% | Reduce -7.7% | 6,675 | $338K |
| WR Wealth Planners, LLC | 0.10% | Reduce -38.4% | 6,500 | $329K |
| Moloney Securities Asset Management, LLC | 0.05% | New | 6,472 | $328K |
| Simplicity Wealth,LLC | 0.01% | Reduce -89.2% | 6,457 | $327K |
| PBMares Wealth Management LLC | 0.08% | Reduce -56.5% | 6,377 | $323K |
| Compound Planning, Inc. | 0.03% | Add +12.0% | 6,370 | $323K |
| Verus Capital Partners, LLC | 0.04% | Reduce -70.3% | 6,347 | $322K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -96.9% | 6,225 | $316K |
| Citigroup Inc. | 0.00% | Reduce -41.9% | 6,095 | $309K |
| Wealthquest Corp | 0.03% | Reduce -68.3% | 6,076 | $308K |
| Embree Financial Group | 0.06% | Reduce -9.1% | 5,982 | $303K |
| Lincoln National Corp. | 0.00% | Reduce -76.1% | 5,927 | $300K |
| D.A. Davidson & Co. | 0.00% | New | 5,910 | $300K |
| Avior Wealth Management, LLC | 0.01% | New | 5,794 | $294K |
| JRM Investment Counsel, LLC | 0.10% | Reduce -16.6% | 5,685 | $288K |
| Trilogy Capital Inc. | 0.02% | Reduce -27.1% | 5,648 | $286K |
| Navalign, LLC | 0.09% | No change | 5,550 | $281K |
| Pinnacle Family Advisors, LLC | 0.15% | Reduce -13.0% | 5,483 | $278K |
| Sebold Capital Management, Inc. | 0.19% | New | 5,434 | $275K |
| Midwest Heritage Bank, FSB | 0.14% | Add +27.1% | 5,425 | $275K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -31.9% | 5,361 | $272K |
| Catalina Capital Group, LLC | 0.11% | Reduce -43.3% | 5,245 | $266K |
| OMNI 360 Wealth, Inc. | 0.22% | Reduce -25.5% | 5,234 | $265K |
| BSW Wealth Partners | 0.04% | Add +0.4% | 5,218 | $265K |
| Morningstar Investment Services LLC | 0.00% | Reduce -88.3% | 5,193 | $263K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 5,072 | $257K |
| Principal Securities, Inc. | 0.01% | Add +75.5% | 4,942 | $251K |
| Verity Asset Management, Inc. | 0.14% | New | 4,895 | $248K |
| Friedenthal Financial | 0.15% | Add +12.4% | 4,792 | $243K |
| Maripau Wealth Management LLC | 0.18% | Reduce -83.4% | 4,668 | $237K |
| RHS Financial, LLC | 0.14% | Add +5.9% | 4,654 | $236K |
| S. R. Schill & Associates | 0.10% | Add +14.3% | 4,547 | $230K |
| Thomas J. Herzfeld Advisors, Inc. | 0.08% | Reduce -50.0% | 4,469 | $227K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -55.8% | 4,473 | $226K |
| Portside Wealth Group, LLC | 0.04% | Reduce -14.5% | 4,427 | $224K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -53.9% | 4,420 | $224K |
| Advisor Resource Council | 0.09% | Reduce -89.8% | 4,355 | $221K |
| Investors Research Corp | 0.05% | Add +5.7% | 4,323 | $219K |
| BlackDiamond Wealth Management, LLC | 0.15% | Add +0.8% | 4,265 | $216K |
| Pettinga Financial Advisors LLC | 0.05% | Reduce -94.2% | 4,139 | $210K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -98.3% | 4,081 | $207K |
| Modern Wealth Management, LLC | 0.02% | New | 4,000 | $203K |
| Blue Trust, Inc. | 0.00% | Reduce -98.3% | 3,530 | $179K |
| Northwest Capital Management Inc | 0.05% | Add +35.1% | 3,274 | $166K |
| Woodmont Investment Counsel LLC | 0.01% | New | 3,086 | $156K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -8.7% | 3,000 | $152K |
| Sound Income Strategies, LLC | 0.01% | Add +12.9% | 2,781 | $141K |
| Alaska Wealth Advisors, LLC | 0.02% | Add +892.0% | 2,599 | $132K |
| Founders Financial Alliance, LLC | 0.04% | New | 2,392 | $121K |
| Macroview Investment Management LLC | 0.10% | Add +0.4% | 1,800 | $91K |
| WestEnd Advisors, LLC | 0.00% | Reduce -99.8% | 1,688 | $86K |
| Beacon Capital Management, LLC | 0.02% | Reduce -52.2% | 1,646 | $83K |
| Criterion Capital Advisors, LLC | 0.05% | Reduce -17.7% | 1,591 | $81K |
| NBT Bank, N.A. | 0.01% | Add +8.7% | 1,571 | $80K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.6% | 1,224 | $74K |
| Gables Capital Management Inc. | 0.04% | New | 1,323 | $67K |
| Stone House Investment Management, LLC | 0.02% | Reduce -99.1% | 1,266 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -98.1% | 1,229 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -96.5% | 1,218 | $62K |
| Lanark Financial, Inc. | 0.00% | Reduce -29.6% | 998 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -85.7% | 892 | $45K |
| FMR LLC | 0.00% | Add +56.8% | 861 | $44K |
| Simplex Trading, LLC | 0.00% | New | 800 | $40K |
| Scarborough Advisors, LLC | 0.02% | Reduce -99.2% | 782 | $40K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -23.1% | 772 | $39K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -97.4% | 618 | $31K |
| Signaturefd, LLC | 0.00% | Add +111.1% | 553 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -6.1% | 492 | $25K |
| Kelly Financial Services LLC | 0.01% | Reduce -99.8% | 406 | $21K |
| Continuum Advisory, LLC | 0.00% | New | 383 | $19K |
| Western Pacific Wealth Management, LP | 0.01% | New | 379 | $19K |
| Global Financial Private Client, LLC | 0.01% | Reduce -82.5% | 367 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 300 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +66.7% | 250 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 234 | $12K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -96.0% | 233 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 214 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -94.3% | 211 | $11K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 190 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 172 | $9K |
| Covestor Ltd | 0.00% | Add +36.0% | 136 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +3.3% | 127 | $6K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.1% | 116 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -98.8% | 96 | $5K |
| Aspire Wealth Management Corp | 0.00% | Reduce -98.3% | 76 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -100.0% | 57 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 50 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -79.8% | 48 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -99.1% | 34 | $2K |
| First Pacific Financial | 0.00% | No change | 32 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $2K |
| NewSquare Capital LLC | 0.00% | New | 21 | $1K |
| HM Payson & Co. | 0.00% | Reduce -100.0% | 17 | $862 |
| Piscataqua Savings Bank | 0.00% | New | 7 | $354 |
| Gen-Wealth Partners Inc | 0.00% | — | 6 | $304 |
| Gradient Investments LLC | 0.00% | Reduce -96.8% | 4 | $203 |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 2 | $101 |
| LGT Financial Advisors LLC | 0.00% | Reduce -99.9% | 1 | $60 |
| Balefire, LLC | 0.00% | No change | 1 | $31 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 1 | $17 |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.