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 |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.6% | 129,668 | $6.6M |
| Sovran Advisors, LLC | 0.83% | Add +17.9% | 125,868 | $6.4M |
| Palo Alto Wealth Advisors, LLC | 2.45% | Add +107.0% | 124,268 | $6.3M |
| Gotham Asset Management | 0.05% | Reduce -14.0% | 121,501 | $6.2M |
| Capstone Wealth Management Group, LLC | 3.42% | Reduce -21.6% | 118,323 | $6.0M |
| Silver Oak Securities, Incorporated | 0.56% | Reduce -35.4% | 118,137 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +228.1% | 113,594 | $5.8M |
| Montecito Bank & Trust | 0.98% | Reduce -2.3% | 109,270 | $5.5M |
| SteelPeak Wealth, LLC | 0.23% | Add +11.8% | 107,673 | $5.5M |
| FWG Holdings, LLC | 2.68% | Add +62.7% | 107,527 | $5.4M |
| Slow Capital, Inc. | 0.72% | Add +24.6% | 105,869 | $5.4M |
| Littlejohn Financial Services, Inc. | 4.11% | Add +11.8% | 102,788 | $5.2M |
| Sovereign Investment Advisors, LLC | 1.81% | Reduce -4.2% | 102,328 | $5.2M |
| MRWM Advisors, LLC | 3.58% | Reduce -7.6% | 101,718 | $5.2M |
| SVB Wealth LLC | 0.21% | Reduce -19.8% | 98,715 | $5.0M |
| Sax Wealth Advisors, LLC | 0.36% | New | 98,363 | $5.0M |
| Cwm, LLC | 0.02% | Add +15.9% | 96,518 | $4.9M |
| Members Advisory Group LLC | 2.04% | Add +1.1% | 96,265 | $4.9M |
| Disciplined Investments, LLC | 2.20% | Reduce -6.8% | 94,572 | $4.8M |
| Seeds Investor LLC | 1.34% | Add +26.0% | 94,529 | $4.8M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -20.9% | 88,837 | $4.5M |
| CENTRAL TRUST Co | 0.11% | Add +23.4% | 86,798 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -9.8% | 81,556 | $4.1M |
| CreativeOne Wealth, LLC | 0.12% | Add +9.1% | 80,773 | $4.1M |
| AE Wealth Management LLC | 0.03% | Reduce -22.4% | 79,189 | $4.0M |
| Cravens & Co Advisors, LLC | 3.11% | Add +5.5% | 78,948 | $4.0M |
| Financial Gravity Asset Management, Inc. | 0.86% | — | 78,216 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -6.5% | 77,439 | $3.9M |
| Robinson Smith Wealth Advisors LLC | 3.28% | Add +0.8% | 77,312 | $3.9M |
| PFS Partners, LLC | 2.03% | Reduce -16.0% | 75,097 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -75.5% | 73,873 | $3.7M |
| Baring Financial LLC | 3.08% | Add +56.5% | 72,484 | $3.7M |
| Smith, Moore & Co. | 0.34% | Add +28.0% | 72,152 | $3.7M |
| Proficio Capital Partners LLC | 0.27% | Reduce -0.1% | 70,435 | $3.6M |
| Anderson Hoagland & Co. | 0.42% | Add +5.3% | 69,424 | $3.5M |
| Strategic Financial Concepts, LLC | 0.64% | Add +16.6% | 67,781 | $3.4M |
| Retirement Capital Strategies | 1.33% | Reduce -0.7% | 67,024 | $3.4M |
| Aquire Wealth Advisors, LLC | 1.04% | Add +612.0% | 66,385 | $3.4M |
| Almanack Investment Partners, LLC. | 0.64% | Add +1.4% | 63,325 | $3.2M |
| SkyView Investment Advisors, LLC | 0.48% | Add +4.1% | 63,236 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 62,704 | $3.2M |
| Focus Financial Network, Inc. | 0.13% | Add +2.1% | 61,788 | $3.1M |
| Lionshead Wealth Management, LLC | 3.25% | Add +5.0% | 61,725 | $3.1M |
| Yoder Wealth Management, Inc. | 1.67% | Add +23.1% | 58,736 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -16.4% | 57,429 | $2.9M |
| Mgo One Seven LLC | 0.11% | Add +25.6% | 57,402 | $2.9M |
| ORG Partners LLC | 0.74% | Reduce -2.6% | 57,283 | $2.9M |
| Professional Financial Advisors, LLC | 0.71% | Add +5.5% | 55,395 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -15.1% | 53,760 | $2.7M |
| Strategic Blueprint, LLC | 0.15% | New | 53,425 | $2.7M |
| Citadel Advisors | 0.00% | New | 52,430 | $2.7M |
| Johnson Bixby & Associates, LLC | 0.39% | Add +45.9% | 51,997 | $2.6M |
| Steele Capital Management, Inc. | 0.14% | Add +73.7% | 51,770 | $2.6M |
| Guidance Capital, Inc. | 0.79% | Add +27.3% | 51,028 | $2.6M |
| James Investment Research, Inc. | 0.32% | Reduce -2.3% | 49,761 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.9% | 47,304 | $2.4M |
| Hamel Associates, Inc. | 0.81% | Reduce -64.6% | 47,290 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -39.2% | 46,434 | $2.4M |
| Ignite Planners, LLC | 0.46% | Reduce -4.1% | 46,580 | $2.4M |
| MFA Wealth Services | 1.88% | Add +117.4% | 45,235 | $2.3M |
| Hilltop Holdings Inc. | 0.14% | Add +2.4% | 44,931 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Add +20.4% | 44,804 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -6.6% | 43,816 | $2.2M |
| Destination Wealth Management | 0.07% | Add +5.1% | 43,214 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.70% | No change | 42,554 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -3.4% | 41,065 | $2.1M |
| Main Management LLC | 0.18% | Reduce -35.7% | 39,991 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Add +2.3% | 40,088 | $2.0M |
| Comerica Bank | 0.01% | Add +0.4% | 39,845 | $2.0M |
| Measured Risk Portfolios, Inc. | 2.16% | Reduce -23.2% | 39,831 | $2.0M |
| MPWM Advisory Solutions, LLC | 1.46% | Reduce -15.8% | 39,766 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.2% | 39,672 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -23.3% | 38,171 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -9.5% | 37,675 | $1.9M |
| Boston Family Office LLC | 0.13% | Reduce -9.1% | 37,506 | $1.9M |
| Composition Wealth, LLC | 0.04% | Reduce -2.3% | 36,593 | $1.9M |
| Stephens Inc. | 0.03% | Add +35.6% | 35,343 | $1.8M |
| &partners | 0.02% | Reduce -1.5% | 35,333 | $1.8M |
| HCR Wealth Advisors | 0.23% | Reduce -13.1% | 34,435 | $1.7M |
| Sovereign Financial Group, Inc. | 0.39% | Add +5.9% | 33,693 | $1.7M |
| Chris Bulman Inc | 1.07% | Reduce -8.2% | 33,356 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +656.5% | 32,978 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.2% | 32,816 | $1.7M |
| Madison Asset Management, LLC | 0.02% | Reduce -88.5% | 32,748 | $1.7M |
| Spire Wealth Management | 0.05% | Add +104.3% | 31,353 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -33.0% | 30,431 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +134.1% | 30,138 | $1.5M |
| Trek Financial, LLC | 0.11% | Reduce -71.8% | 29,956 | $1.5M |
| ArborFi Advisors, LLC | 1.47% | Add +2.4% | 29,216 | $1.5M |
| WESPAC Advisors, LLC | 1.19% | Add +26.1% | 28,848 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +27.9% | 28,706 | $1.5M |
| Private Trust Co. NA | 0.15% | Add +13.9% | 28,505 | $1.4M |
| IFG Advisory, LLC | 0.08% | Reduce -1.4% | 28,485 | $1.4M |
| Haverford Trust Co | 0.01% | Reduce -5.3% | 28,149 | $1.4M |
| Dohj, LLC | 0.32% | Reduce -42.9% | 27,700 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +25.0% | 27,512 | $1.4M |
| Prostatis Group LLC | 0.43% | Reduce -2.4% | 26,868 | $1.4M |
| Grey Ledge Advisors, LLC | 0.35% | Add +41.9% | 26,465 | $1.3M |
| GTS Securities LLC | 0.06% | Reduce -72.4% | 26,060 | $1.3M |
| Pioneer Wealth Management Group | 0.56% | — | 25,554 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -52.8% | 24,300 | $1.2M |
| Adams Wealth Management | 0.24% | Add +25.2% | 24,009 | $1.2M |
| CacheTech Inc. | 0.24% | Add +25.2% | 24,009 | $1.2M |
| MN Wealth Advisors, LLC | 0.71% | Reduce -29.8% | 23,942 | $1.2M |
| CFO4Life Group, LLC | 0.20% | Add +4.1% | 23,578 | $1.2M |
| Darden Wealth Group Inc | 0.93% | Reduce -4.9% | 23,475 | $1.2M |
| Able Wealth Management LLC | 0.70% | Reduce -18.4% | 23,239 | $1.2M |
| Advisor Resource Council | 0.09% | Add +36.5% | 22,645 | $1.1M |
| Calton & Associates, Inc. | 0.26% | Add +40.5% | 22,314 | $1.1M |
| Richardson Financial Services Inc. | 0.81% | Reduce -7.1% | 21,049 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +4.0% | 21,026 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +224.4% | 20,905 | $1.1M |
| WJ Wealth Management, LLC | 0.37% | New | 20,521 | $1.0M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -6.4% | 19,897 | $1.0M |
| AllSquare Wealth Management LLC | 0.58% | No change | 19,220 | $974K |
| BTS Asset Management, Inc. | 1.08% | Add +93.9% | 18,274 | $953K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -64.2% | 18,366 | $927K |
| Maridea Wealth Management LLC | 0.30% | Reduce -26.2% | 18,225 | $923K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.0% | 18,224 | $923K |
| Clarity Financial LLC | 0.11% | Add +0.9% | 18,120 | $918K |
| Centaurus Financial, Inc. | 0.05% | Reduce -22.1% | 17,724 | $898K |
| Two West Capital Advisors LLC | 0.74% | Reduce -7.5% | 17,500 | $884K |
| HRT Financial LP | 0.01% | New | 17,171 | $869K |
| Keystone Financial Group | 0.09% | Reduce -0.5% | 16,727 | $847K |
| Vigilare Wealth Management | 0.33% | Reduce -2.8% | 16,412 | $831K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -70.4% | 16,138 | $818K |
| Blue Edge Capital, LLC | 0.13% | Reduce -1.6% | 16,060 | $814K |
| Secure Asset Management, LLC | 0.16% | Add +5.7% | 15,921 | $807K |
| Intelligence Driven Advisers, LLC | 0.15% | Add +0.9% | 15,321 | $776K |
| Balboa Wealth Partners | 0.18% | Add +68.6% | 14,920 | $756K |
| Moneco Advisors, LLC | 0.08% | Add +4.2% | 14,687 | $744K |
| Parkwoods Wealth Partners, LLC | 0.50% | New | 14,636 | $741K |
| FLP Wealth Management, LLC | 2.35% | Reduce -21.0% | 14,573 | $738K |
| IHT Wealth Management, LLC | 0.02% | Reduce -8.2% | 14,461 | $733K |
| Truist Financial Corp. | 0.00% | Add +26.4% | 14,431 | $731K |
| RFG Advisory, LLC | 0.02% | Reduce -2.9% | 14,428 | $731K |
| Potomac Fund Management Inc. | 0.32% | Reduce -21.7% | 14,401 | $728K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +0.6% | 14,372 | $728K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 13,909 | $705K |
| Titleist Asset Management, LLC | 0.08% | New | 13,900 | $704K |
| Painted Porch Advisors LLC | 0.29% | New | 13,866 | $702K |
| Nwam LLC | 0.06% | Add +34.6% | 13,790 | $699K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 13,660 | $692K |
| Townsquare Capital LLC | 0.01% | Add +6.7% | 13,321 | $675K |
| Magnus Financial Group LLC | 0.07% | Reduce -13.2% | 13,321 | $675K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +27.4% | 13,068 | $662K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -12.3% | 12,671 | $642K |
| Tidemark, LLC | 0.23% | Reduce -3.1% | 12,220 | $619K |
| Independent Financial Group, LLC | 0.02% | Add +40.7% | 12,132 | $615K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 11,625 | $589K |
| Eagle Global Advisors LLC | 0.02% | Reduce -2.1% | 11,567 | $586K |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.5% | 11,523 | $584K |
| Redmont Wealth Advisors LLC | 1.12% | New | 11,366 | $576K |
| PBMares Wealth Management LLC | 0.11% | Add +73.3% | 11,172 | $566K |
| Valmark Advisers, Inc. | 0.01% | Add +17.2% | 11,075 | $561K |
| Regal Investment Advisors LLC | 0.05% | Reduce -39.9% | 11,018 | $558K |
| United Advisor Group, LLC | 0.11% | Add +21.5% | 10,720 | $543K |
| Advocacy Wealth Management, LLC | 0.04% | Reduce -98.8% | 10,613 | $538K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +9.6% | 10,410 | $527K |
| Bigelow Investment Advisors, LLC | 0.25% | Reduce -1.9% | 10,275 | $521K |
| Gries Financial LLC | 0.10% | Reduce -35.6% | 10,237 | $519K |
| Elevation Wealth Partners, LLC | 0.22% | No change | 9,886 | $501K |
| Pinnacle Financial Partners Inc | 0.01% | Add +5.8% | 9,819 | $497K |
| National Bank of Canada | 0.00% | Reduce -93.7% | 9,751 | $494K |
| Probity Advisors, Inc. | 0.09% | No change | 9,750 | $494K |
| MAI Capital Management | 0.00% | Reduce -31.7% | 9,638 | $488K |
| Nilsine Partners, LLC | 0.05% | Reduce -10.4% | 9,549 | $484K |
| Prospera Financial Services Inc | 0.01% | Add +8.6% | 9,462 | $479K |
| Copia Wealth Management | 0.44% | Reduce -14.5% | 9,440 | $478K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -9.7% | 9,391 | $476K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -9.3% | 9,384 | $475K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.7% | 9,311 | $472K |
| Community Trust & Investment Co. | 0.03% | No change | 9,169 | $465K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +34.2% | 9,012 | $457K |
| Shared Vision Wealth Group LLC | 0.25% | Add +12.3% | 8,861 | $449K |
| Redwood Financial Network Corp | 0.34% | Add +57.5% | 8,776 | $445K |
| Elevation Capital Advisory, LLC | 0.19% | New | 8,406 | $426K |
| Institute for Wealth Management, LLC. | 0.05% | Add +4.9% | 8,371 | $424K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,245 | $418K |
| Accelerate Investment Advisors LLC | 0.35% | Reduce -35.0% | 8,224 | $417K |
| Solutions 4 Wealth, Ltd | 0.72% | No change | 8,075 | $409K |
| UMB Bank, n.a. | 0.01% | New | 7,909 | $401K |
| D.A. Davidson & Co. | 0.00% | No change | 7,903 | $400K |
| Lido Advisors, LLC | 0.00% | New | 7,870 | $399K |
| Advus Financial Partners, LLC | 0.11% | Reduce -33.5% | 7,818 | $396K |
| MRP Capital Investments, LLC | 0.37% | Add +875.0% | 7,800 | $395K |
| Merit Financial Group, LLC | 0.01% | Reduce -44.4% | 7,638 | $387K |
| Winebrenner Capital Management LLC | 0.34% | Reduce -3.5% | 7,536 | $382K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +0.9% | 7,483 | $379K |
| GWN Securities Inc. | 0.02% | New | 7,409 | $375K |
| Mather Group, Llc. | 0.00% | Reduce -3.6% | 7,386 | $374K |
| Integrity Alliance, Llc. | 0.01% | New | 7,182 | $364K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 6,798 | $344K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.2% | 6,574 | $333K |
| Milestone Asset Management, LLC | 0.07% | New | 6,383 | $323K |
| Taylor & Morgan Wealth Management, LLC | 0.24% | Reduce -37.9% | 6,365 | $322K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -55.7% | 6,314 | $320K |
| Aspect Partners, LLC | 0.17% | No change | 5,991 | $304K |
| Verity Asset Management, Inc. | 0.12% | Reduce -28.6% | 5,958 | $302K |
| WMG Financial Advisors, LLC | 0.13% | No change | 5,940 | $301K |
| PKS Advisory Services, LLC | 0.08% | Add +0.7% | 5,928 | $300K |
| Safeguard Financial, LLC | 0.07% | Add +0.7% | 5,891 | $298K |
| Gibbs Wealth Management | 0.07% | Add +1.6% | 5,816 | $295K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -5.9% | 5,805 | $294K |
| Copperleaf Capital, LLC | 0.17% | Reduce -13.5% | 5,774 | $293K |
| Navalign, LLC | 0.08% | No change | 5,550 | $281K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -13.4% | 5,522 | $280K |
| Embree Financial Group | 0.05% | Reduce -3.8% | 5,314 | $269K |
| TrueMark Investments, LLC | 0.07% | Reduce -76.8% | 5,024 | $255K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,987 | $253K |
| BankPlus Wealth Management LLC | 0.19% | New | 4,979 | $252K |
| World Investment Advisors | 0.01% | Add +0.8% | 4,948 | $251K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.14% | No change | 4,896 | $248K |
| Walker Financial Services, Inc. | 0.13% | New | 4,748 | $241K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 4,679 | $237K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +5.1% | 4,671 | $237K |
| Northern Trust Corp. | 0.00% | No change | 4,582 | $232K |
| West Wealth Group, LLC | 0.07% | New | 4,578 | $231K |
| Csenge Advisory Group | 0.01% | Reduce -28.4% | 4,559 | $231K |
| Compound Planning, Inc. | 0.01% | New | 4,516 | $229K |
| Thomas J. Herzfeld Advisors, Inc. | 0.08% | Add +106.1% | 4,469 | $226K |
| HUB Investment Partners, LLC | 0.01% | Reduce -46.4% | 4,449 | $225K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +2814.0% | 4,371 | $221K |
| Searle & Co. | 0.06% | No change | 4,200 | $213K |
| Mainsail Asset Management, LLC | 0.14% | Add +0.1% | 4,119 | $209K |
| J Hagan Capital, Inc. | 0.17% | — | 4,130 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -44.9% | 4,061 | $206K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.7% | 4,057 | $206K |
| Endowment Wealth Management, Inc. | 0.13% | New | 4,004 | $203K |
| Brown Advisory Inc. | 0.00% | Reduce -8.2% | 4,002 | $203K |
| Southern Capital Advisors, LLC | 0.11% | New | 3,975 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.3% | 3,881 | $197K |
| Ancora Advisors LLC | 0.00% | Reduce -3.8% | 3,408 | $173K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.4% | 3,335 | $168K |
| US Bancorp \de | 0.00% | Add +230.7% | 3,251 | $165K |
| Vermillion & White Wealth Management Group, LLC | 0.12% | Reduce -70.2% | 3,249 | $165K |
| Investors Research Corp | 0.04% | Add +0.4% | 3,219 | $163K |
| Graybill Wealth Management, LTD. | 0.05% | — | 3,112 | $158K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,866 | $145K |
| Legacy Wealth Managment, LLC | 0.10% | Add +197.3% | 2,744 | $139K |
| Comprehensive Financial Planning, Inc. | 0.13% | Add +0.4% | 2,583 | $131K |
| MV Capital Management, Inc. | 0.01% | Reduce -6.6% | 2,503 | $127K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -80.7% | 2,365 | $120K |
| Principal Securities, Inc. | 0.00% | No change | 2,285 | $115K |
| Northwest Capital Management Inc | 0.04% | No change | 2,124 | $108K |
| Founders Financial Alliance, LLC | 0.03% | No change | 2,121 | $107K |
| Twin City Private Wealth, LLC | 0.08% | Reduce -23.6% | 1,822 | $92K |
| WealthShield Partners, LLC | 0.01% | Add +1.1% | 1,785 | $90K |
| IMG Wealth Management, Inc. | 0.08% | Reduce -2.2% | 1,716 | $87K |
| Fifth Third Bancorp | 0.00% | New | 1,640 | $83K |
| Rossby Financial, LCC | 0.03% | New | 1,550 | $78K |
| Dunhill Financial, LLC | 0.03% | New | 1,470 | $74K |
| Friedenthal Financial | 0.04% | Reduce -3.3% | 1,359 | $69K |
| Gables Capital Management Inc. | 0.03% | No change | 1,323 | $67K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,224 | $62K |
| CX Institutional | 0.00% | New | 1,173 | $59K |
| Clark Wealth Partners | 0.04% | Add +0.7% | 1,021 | $52K |
| BlackRock, Inc. | 0.00% | Reduce -87.2% | 901 | $46K |
| NBT Bank, N.A. | 0.00% | No change | 832 | $42K |
| Arlington Trust Co LLC | 0.01% | No change | 772 | $39K |
| Smartleaf Asset Management LLC | 0.00% | New | 523 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +5.5% | 483 | $24K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 479 | $24K |
| Continuum Advisory, LLC | 0.00% | Add +70.9% | 441 | $22K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -38.6% | 345 | $17K |
| Park Square Financial Group, LLC | 0.01% | Reduce -1.9% | 316 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 251 | $13K |
| Ameriflex Group, Inc. | 0.01% | No change | 244 | $12K |
| Transce3nd, LLC | 0.00% | Add +20800.0% | 209 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 201 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -89.3% | 182 | $9K |
| Creative Financial Designs Inc. | 0.00% | Reduce -54.8% | 165 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 159 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 129 | $7K |
| WestEnd Advisors, LLC | 0.00% | No change | 123 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 104 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 84 | $4K |
| Beacon Capital Management, LLC | 0.00% | Reduce -64.0% | 80 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 58 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 47 | $2K |
| Hemington Wealth Management | 0.00% | No change | 47 | $2K |
| FMR LLC | 0.00% | Add +850.0% | 38 | $2K |
| Synergy Investment Management, LLC | 0.00% | Reduce -78.1% | 34 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -68.8% | 30 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 27 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -54.2% | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $789 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 13 | $659 |
| Global Wealth Strategies & Associates | 0.00% | New | 4 | $203 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.