iShares Treasury Floating RaTFLOETF
13F holders, Q4 2024 (December 31)410holders +25
34new positions
31sold out
3famous investors
$50.49avg. 13F price*
At the end of Q4 2024, 410 institutions reported holding iShares Treasury Floating Ra (TFLO) in their 13F filings, up 25 from Q3 2024. 34 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($329.9M), LPL Financial LLC ($266.1M) and Morgan Stanley ($191.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $36.6M |
| Exits | 31 | $22.0M |
All 13F filers, Q3 2024 → Q4 2024: 6,707,566 shares bought and 10,258,232 shares sold, net −3,550,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| Bank of America Corp. | 0.03% | Add +4.2% | 6,536,828 | $329.9M |
| LPL Financial LLC | 0.11% | Reduce -5.7% | 5,273,176 | $266.1M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 3,802,924 | $191.9M |
| UBS Group AG | 0.03% | Reduce -21.8% | 2,797,078 | $141.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -16.3% | 2,645,903 | $133.5M |
| Renaissance Technologies | 0.14% | Add +12.0% | 1,825,400 | $92.1M |
| Cetera Investment Advisers | 0.18% | Reduce -16.1% | 1,706,728 | $86.1M |
| SPC Financial, Inc. | 7.04% | Add +878.7% | 1,600,189 | $80.8M |
| Financial Advisory Corp | 14.03% | — | 1,593,449 | $80.4M |
| BIP Wealth, LLC | 5.30% | Add +6.2% | 1,570,323 | $79.3M |
| Assetmark, Inc. | 0.21% | Add +0.3% | 1,515,103 | $76.5M |
| Arbor Investment Advisors, LLC | 10.40% | Reduce -12.7% | 1,462,316 | $73.8M |
| Mariner, LLC | 0.12% | Add +5.9% | 1,451,618 | $73.3M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -0.1% | 1,217,114 | $61.4M |
| Wealthspire Advisors, LLC | 0.61% | Reduce -4.3% | 1,217,104 | $61.4M |
| Axxcess Wealth Management, LLC | 1.51% | Add +1.9% | 1,208,755 | $61.0M |
| Capital Asset Advisory Services LLC | 2.98% | Add +0.9% | 1,197,997 | $60.5M |
| Raymond James Financial Inc. | 0.02% | — | 1,181,965 | $59.7M |
| Royal Bank of Canada | 0.01% | Reduce -14.1% | 1,048,451 | $52.9M |
| Brookstone Capital Management | 0.71% | Reduce -2.2% | 965,202 | $48.7M |
| Private Advisor Group, LLC | 0.26% | Add +99.4% | 907,869 | $45.8M |
| Stock Yards Bank & Trust Co. | 1.54% | Add +22.0% | 886,901 | $44.8M |
| Rinkey Investments | 14.10% | Reduce -0.6% | 873,019 | $44.1M |
| Advocacy Wealth Management, LLC | 3.33% | Reduce -2.3% | 867,331 | $43.8M |
| Northwest Quadrant Wealth Management, LLC | 9.18% | Add +3.2% | 799,596 | $40.4M |
| Mercer Global Advisors Inc. | 0.10% | Add +18.4% | 790,231 | $39.9M |
| Osaic Holdings, Inc. | 0.09% | Reduce -17.5% | 775,108 | $39.1M |
| Stifel Financial Corp. | 0.04% | Add +13.1% | 772,718 | $39.0M |
| Wells Fargo & Company | 0.01% | Add +9.3% | 718,491 | $36.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.4% | 687,900 | $34.7M |
| Landaas & Co. /Wi | 9.08% | Reduce -22.1% | 649,654 | $32.8M |
| Stash Investments, LLC | 17.90% | Add +6.8% | 628,144 | $31.7M |
| Acute Investment Advisory, LLC | 34.27% | Reduce -44.4% | 618,863 | $31.2M |
| Portfolio Design Labs, LLC | 6.39% | Add +19.5% | 616,781 | $31.1M |
| Wealthspire Retirement, LLC | 2.37% | Reduce -4.5% | 593,405 | $29.9M |
| Facet Wealth, Inc. | 0.79% | Add +5.7% | 591,221 | $29.9M |
| GeoWealth Management, LLC | 0.97% | Reduce -32.7% | 587,357 | $29.6M |
| Summitry LLC | 1.30% | Add +8.8% | 525,981 | $26.5M |
| Ifrah Financial Services, Inc. | 6.85% | Add +1.8% | 491,320 | $24.8M |
| MML Investors Services, LLC | 0.08% | Reduce -11.7% | 484,387 | $24.4M |
| Luminist Capital LLC | 42.50% | — | 447,222 | $24.2M |
| Weaver Consulting Group | 7.40% | Add +37.0% | 476,816 | $24.1M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -37.3% | 473,749 | $23.9M |
| Laurel Wealth Advisors LLC | 3.61% | Add +2.6% | 457,140 | $23.1M |
| Beacon Financial Group | 2.19% | Reduce -3.0% | 403,397 | $20.4M |
| NorthCoast Asset Management LLC | 0.09% | Add +158.8% | 376,617 | $19.0M |
| Cypress Capital, LLC | 5.41% | Reduce -0.4% | 374,992 | $18.9M |
| Ascent Group, LLC | 1.40% | Add +8.1% | 369,562 | $18.7M |
| Optivise Advisory Services LLC | 9.74% | Reduce -46.7% | 357,918 | $18.1M |
| J2 Capital Management Inc | 16.06% | — | 339,028 | $17.1M |
| Grant/GrossMendelsohn, LLC | 8.75% | Reduce -23.3% | 331,643 | $16.7M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +15.7% | 301,609 | $15.2M |
| Oxbow Advisors, LLC | 1.80% | Reduce -89.0% | 295,826 | $14.9M |
| Moulton Wealth Management, Inc. | 11.08% | Reduce -25.8% | 285,872 | $14.4M |
| Madison Asset Management, LLC | 0.16% | Reduce -55.7% | 283,868 | $14.3M |
| Madison Investment Advisors, LLC | 0.16% | — | 283,868 | $14.3M |
| Equitable Holdings, Inc. | 0.14% | Add +2.5% | 282,724 | $14.3M |
| Jones Financial Companies LLLP | 0.01% | Add +748.5% | 277,064 | $14.0M |
| Lunt Capital Management, Inc. | 5.43% | Add +93.8% | 276,209 | $13.9M |
| HighTower Advisors, LLC | 0.02% | Add +1.2% | 275,164 | $13.9M |
| ARK & TLK Investments, LLC | 4.70% | Add +19.4% | 268,002 | $13.5M |
| St. Louis Financial Planners Asset Management, LLC | 9.70% | Reduce -0.7% | 266,036 | $13.4M |
| Sugar Maple Asset Management, LLC | 10.01% | Reduce -4.9% | 260,625 | $13.2M |
| Farther Finance Advisors, LLC | 0.47% | Add +206.7% | 255,399 | $12.9M |
| Flow Traders U.S. LLC | 0.50% | Reduce -21.2% | 247,365 | $12.5M |
| Global Retirement Partners, LLC | 0.34% | Reduce -1.5% | 237,470 | $12.0M |
| Castle Rock Wealth Management, LLC | 2.83% | Add +0.9% | 235,027 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Add +250.1% | 235,470 | $11.9M |
| Betterment LLC | 0.03% | Reduce -52.0% | 228,078 | $11.5M |
| Vertex Planning Partners, LLC | 2.50% | Add +14.7% | 224,207 | $11.3M |
| Atria Investments, Inc | 0.14% | Add +12.1% | 222,587 | $11.2M |
| Creative Planning | 0.01% | Add +44.9% | 214,064 | $10.8M |
| Cerity Partners LLC | 0.02% | Add +24.6% | 210,168 | $10.6M |
| Stonebridge Financial Group, LLC | 1.13% | — | 203,865 | $10.3M |
| Founders Financial Securities LLC | 0.91% | Reduce -25.7% | 199,339 | $10.1M |
| Kiely Wealth Advisory Group, Inc. | 6.44% | Reduce -10.3% | 198,104 | $10.0M |
| Legacy Wealth Asset Management, LLC | 2.72% | Add +1.6% | 198,274 | $10.0M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -46.7% | 193,308 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +145.7% | 183,256 | $9.2M |
| Silver Oak Securities, Incorporated | 0.86% | Add +17.1% | 182,925 | $9.2M |
| Element Wealth, LLC | 4.69% | Add +1.7% | 177,810 | $9.0M |
| MKT Advisors LLC | 3.86% | Add +32.0% | 175,000 | $8.9M |
| WESCAP Management Group, Inc. | 2.14% | Reduce -38.7% | 174,779 | $8.8M |
| Mutual Advisors, LLC | 0.25% | Add +11.4% | 170,734 | $8.6M |
| Heck Capital Advisors, LLC | 0.99% | Add +21.1% | 170,714 | $8.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -21.7% | 168,390 | $8.5M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -21.7% | 168,390 | $8.5M |
| Cardinal Point Capital Management ULC | 1.32% | Add +146.1% | 164,759 | $8.3M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -0.7% | 164,055 | $8.3M |
| Elmwood Wealth Management, Inc. | 3.25% | Reduce -2.2% | 159,604 | $8.1M |
| Centurion Wealth Management LLC | 2.50% | Add +10.0% | 158,379 | $8.0M |
| National Bank of Canada | 0.01% | New | 153,855 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +19.3% | 153,562 | $7.8M |
| Capstone Wealth Management Group, LLC | 4.08% | Reduce -4.3% | 150,963 | $7.6M |
| Bank of Montreal | 0.00% | Reduce -16.0% | 150,905 | $7.6M |
| Meridian Wealth Management, LLC | 0.36% | Add +45.0% | 149,001 | $7.5M |
| Van Hulzen Asset Management, LLC | 0.54% | Add +12.9% | 146,067 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.0% | 145,076 | $7.3M |
| Vishria Bird Financial Group, LLC | 2.55% | Add +0.3% | 144,030 | $7.3M |
| Magnolia Capital Advisors LLC | 1.86% | Add +661.1% | 142,071 | $7.2M |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.