iShares Treasury Floating RaTFLOETF
13F holders, Q1 2025 (March 31)391holders −19
38new positions
47sold out
3famous investors
$50.65avg. 13F price*
At the end of Q1 2025, 391 institutions reported holding iShares Treasury Floating Ra (TFLO) in their 13F filings, down 19 from Q4 2024. 38 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($331.4M), LPL Financial LLC ($316.5M) and Morgan Stanley ($196.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Treasury Floating Ra
- CUSIP
- 46434V860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.4M |
| Exits | 47 | $37.3M |
All 13F filers, Q4 2024 → Q1 2025: 7,823,792 shares bought and 6,974,182 shares sold, net +849,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| Bank of America Corp. | 0.03% | Add +0.1% | 6,541,758 | $331.4M |
| LPL Financial LLC | 0.12% | Add +18.5% | 6,248,282 | $316.5M |
| Morgan Stanley | 0.01% | Add +1.8% | 3,870,202 | $196.1M |
| UBS Group AG | 0.03% | Reduce -6.3% | 2,620,521 | $132.8M |
| Renaissance Technologies | 0.17% | Add +24.2% | 2,266,700 | $114.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -15.7% | 2,230,627 | $113.0M |
| BIP Wealth, LLC | 5.99% | Add +15.5% | 1,813,204 | $91.9M |
| Financial Advisory Corp | 13.67% | Add +2.3% | 1,629,601 | $82.6M |
| Mariner, LLC | 0.14% | Add +12.0% | 1,625,663 | $82.4M |
| Assetmark, Inc. | 0.21% | Reduce -1.2% | 1,496,267 | $75.8M |
| Arbor Investment Advisors, LLC | 9.92% | Reduce -2.1% | 1,431,474 | $72.5M |
| Capital Asset Advisory Services LLC | 3.28% | Add +6.5% | 1,276,388 | $64.4M |
| Cetera Investment Advisers | 0.12% | Reduce -25.7% | 1,267,484 | $64.2M |
| Wealthspire Advisors, LLC | 0.38% | Add +4.0% | 1,266,068 | $64.1M |
| Royal Bank of Canada | 0.01% | Add +19.0% | 1,247,275 | $63.2M |
| Axxcess Wealth Management, LLC | 1.70% | Add +1.5% | 1,227,299 | $62.2M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +0.4% | 1,222,045 | $61.9M |
| Raymond James Financial Inc. | 0.02% | Add +0.9% | 1,192,151 | $60.4M |
| Northwest Quadrant Wealth Management, LLC | 11.63% | Add +22.4% | 978,351 | $49.6M |
| Brookstone Capital Management | 0.70% | Reduce -0.7% | 958,599 | $48.6M |
| Stock Yards Bank & Trust Co. | 1.58% | Reduce -1.2% | 876,266 | $44.4M |
| Osaic Holdings, Inc. | 0.10% | Add +12.0% | 868,303 | $44.0M |
| Mercer Global Advisors Inc. | 0.10% | Add +8.8% | 859,393 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +14.6% | 823,009 | $41.7M |
| Rinkey Investments | 13.17% | Reduce -6.0% | 820,615 | $41.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.8% | 713,678 | $36.2M |
| Moloney Securities Asset Management, LLC | 4.91% | Add +1029.6% | 712,598 | $36.1M |
| Portfolio Design Labs, LLC | 7.13% | Add +10.5% | 681,715 | $34.5M |
| Luminist Capital LLC | 37.11% | Add +52.4% | 681,526 | $34.4M |
| Stash Investments, LLC | 17.98% | Add +5.5% | 662,877 | $33.6M |
| Landaas & Co. /Wi | 9.24% | Add +1.5% | 659,530 | $33.4M |
| Stifel Financial Corp. | 0.04% | Reduce -15.3% | 654,710 | $33.2M |
| Optivise Advisory Services LLC | 16.75% | Add +64.5% | 588,939 | $29.8M |
| Facet Wealth, Inc. | 0.75% | Reduce -2.7% | 575,067 | $29.0M |
| Wealthspire Retirement, LLC | 2.25% | Reduce -5.4% | 561,451 | $28.4M |
| SPC Financial, Inc. | 2.50% | Reduce -65.0% | 560,264 | $28.4M |
| GeoWealth Management, LLC | 1.13% | Reduce -5.8% | 553,437 | $28.0M |
| Jaffetilchin Investment Partners, LLC | 1.94% | New | 528,631 | $26.8M |
| Ifrah Financial Services, Inc. | 7.34% | Add +2.7% | 504,538 | $25.6M |
| Summitry LLC | 1.26% | Reduce -6.6% | 491,325 | $24.9M |
| Ascent Group, LLC | 1.06% | Add +32.2% | 488,406 | $24.7M |
| Laurel Wealth Advisors LLC | 3.84% | Add +5.8% | 483,526 | $24.5M |
| OneDigital Investment Advisors LLC | 0.29% | Add +1.4% | 480,543 | $24.3M |
| Weaver Consulting Group | 7.19% | Reduce -1.2% | 471,140 | $23.9M |
| Jones Financial Companies LLLP | 0.02% | Add +64.5% | 455,739 | $23.1M |
| MML Investors Services, LLC | 0.07% | Reduce -10.1% | 435,469 | $22.1M |
| Hartline Investment Corp./ | 2.83% | New | 418,322 | $21.2M |
| Beacon Financial Group | 2.24% | Add +0.2% | 404,297 | $20.5M |
| Private Advisor Group, LLC | 0.12% | Reduce -56.5% | 394,631 | $20.0M |
| Cypress Capital, LLC | 5.38% | Reduce -1.8% | 368,129 | $18.6M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -3.5% | 363,550 | $18.4M |
| Grant/GrossMendelsohn, LLC | 9.92% | Add +6.2% | 352,296 | $17.8M |
| Founders Financial Securities LLC | 1.44% | Add +68.0% | 334,872 | $17.0M |
| J2 Capital Management Inc | 15.56% | Reduce -1.4% | 334,169 | $16.9M |
| Moulton Wealth Management, Inc. | 12.91% | Add +16.9% | 334,125 | $16.9M |
| Waverly Advisors, LLC | 0.20% | Add +457.9% | 329,915 | $16.7M |
| Farther Finance Advisors, LLC | 0.40% | Add +21.4% | 310,086 | $15.7M |
| Creative Planning | 0.01% | Add +42.3% | 304,593 | $15.4M |
| HighTower Advisors, LLC | 0.02% | Add +9.9% | 302,480 | $15.3M |
| Oxbow Advisors, LLC | 1.63% | Add +0.7% | 297,910 | $15.1M |
| St. Louis Financial Planners Asset Management, LLC | 10.95% | Add +8.7% | 289,221 | $14.7M |
| Vertex Planning Partners, LLC | 3.12% | Add +25.9% | 282,250 | $14.3M |
| Equitable Holdings, Inc. | 0.13% | Reduce -2.2% | 276,591 | $14.0M |
| ARK & TLK Investments, LLC | 4.76% | Reduce -0.5% | 266,744 | $13.5M |
| Lunt Capital Management, Inc. | 4.89% | Reduce -4.0% | 265,127 | $13.4M |
| Betterment LLC | 0.03% | Add +13.8% | 259,489 | $13.1M |
| Sugar Maple Asset Management, LLC | 9.48% | Reduce -8.8% | 237,823 | $12.0M |
| Castle Rock Wealth Management, LLC | 3.17% | Reduce -1.0% | 232,610 | $11.7M |
| Atria Investments, Inc | 0.14% | Add +0.0% | 222,593 | $11.3M |
| Legacy Wealth Asset Management, LLC | 3.07% | Add +10.6% | 219,214 | $11.1M |
| Heck Capital Advisors, LLC | 1.20% | Add +23.6% | 210,912 | $10.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +23.5% | 207,944 | $10.5M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +23.5% | 207,944 | $10.5M |
| Stonebridge Financial Group, LLC | 1.12% | Add +1.5% | 207,007 | $10.5M |
| Magnolia Capital Advisors LLC | 2.85% | Add +45.5% | 206,710 | $10.5M |
| MKT Advisors LLC | 4.71% | Add +13.6% | 198,749 | $10.0M |
| Element Wealth, LLC | 5.28% | Add +9.3% | 194,321 | $9.8M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.1% | 193,556 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 191,951 | $9.7M |
| WESCAP Management Group, Inc. | 2.33% | Add +7.9% | 188,580 | $9.6M |
| Mutual Advisors, LLC | 0.27% | Add +9.6% | 187,185 | $9.5M |
| New Capital Management LP | 2.71% | Add +118.0% | 186,502 | $9.4M |
| Cerity Partners LLC | 0.02% | Reduce -11.4% | 186,211 | $9.4M |
| Van Hulzen Asset Management, LLC | 0.76% | Add +11.8% | 163,333 | $8.3M |
| Centurion Wealth Management LLC | 2.50% | No change | 158,379 | $8.0M |
| Cardinal Point Capital Management ULC | 0.71% | Reduce -7.7% | 152,029 | $7.7M |
| Bank of Montreal | 0.00% | Add +0.7% | 151,985 | $7.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -17.9% | 150,461 | $7.6M |
| Avantax Advisory Services, Inc. | 0.05% | Add +63.9% | 150,241 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.6% | 146,529 | $7.4M |
| Brookwood Investment Group LLC | 1.27% | — | 146,001 | $7.4M |
| Vishria Bird Financial Group, LLC | 2.51% | Add +1.2% | 145,746 | $7.4M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -11.7% | 144,798 | $7.3M |
| Generation Capital Management LLC | 6.60% | Add +9.0% | 144,618 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +1288.1% | 143,401 | $7.3M |
| Elmwood Wealth Management, Inc. | 2.91% | Reduce -12.4% | 139,822 | $7.1M |
| Capital Wealth Alliance, LLC | 4.23% | Add +4.0% | 139,623 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +7.5% | 138,162 | $7.0M |
| Acute Investment Advisory, LLC | 34.83% | Reduce -77.9% | 136,710 | $6.9M |
| Meridian Wealth Management, LLC | 0.32% | Reduce -12.7% | 130,157 | $6.6M |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.