iShares Treasury Floating RaTFLOETF
13F holders, Q2 2025 (June 30)404holders +13
37new positions
29sold out
3famous investors
$50.64avg. 13F price*
At the end of Q2 2025, 404 institutions reported holding iShares Treasury Floating Ra (TFLO) in their 13F filings, up 13 from Q1 2025. 37 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($363.6M), LPL Financial LLC ($308.1M) and Morgan Stanley ($208.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $35.3M |
| Exits | 29 | $136.6M |
All 13F filers, Q1 2025 → Q2 2025: 7,057,234 shares bought and 8,664,030 shares sold, net −1,606,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| Bank of America Corp. | 0.03% | Add +9.7% | 7,179,094 | $363.6M |
| LPL Financial LLC | 0.10% | Reduce -2.7% | 6,082,216 | $308.1M |
| Morgan Stanley | 0.01% | Add +6.4% | 4,117,645 | $208.6M |
| UBS Group AG | 0.03% | Add +2.0% | 2,672,525 | $135.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.9% | 2,210,725 | $112.0M |
| BIP Wealth, LLC | 5.66% | Add +0.0% | 1,813,317 | $91.8M |
| Mariner, LLC | 0.13% | Add +5.2% | 1,709,598 | $86.6M |
| Financial Advisory Corp | 12.62% | Reduce -0.3% | 1,624,059 | $82.3M |
| SPC Financial, Inc. | 5.97% | Add +151.0% | 1,406,426 | $71.2M |
| Arbor Investment Advisors, LLC | 8.77% | Reduce -5.7% | 1,350,586 | $68.4M |
| Axxcess Wealth Management, LLC | 1.62% | Add +8.6% | 1,333,263 | $67.5M |
| Capital Asset Advisory Services LLC | 3.10% | Add +2.8% | 1,312,504 | $66.2M |
| Royal Bank of Canada | 0.01% | Add +4.4% | 1,301,886 | $65.9M |
| Wealthspire Advisors, LLC | 0.37% | Add +2.5% | 1,297,463 | $65.7M |
| Osaic Holdings, Inc. | 0.11% | Add +34.5% | 1,168,320 | $59.2M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -7.9% | 1,125,826 | $57.0M |
| Northwest Quadrant Wealth Management, LLC | 11.15% | Add +0.9% | 987,033 | $50.0M |
| Brookstone Capital Management | 0.65% | Add +1.6% | 974,449 | $49.4M |
| Cetera Investment Advisers | 0.08% | Reduce -24.1% | 961,710 | $48.7M |
| Wells Fargo & Company | 0.01% | Add +9.6% | 902,296 | $45.7M |
| Stock Yards Bank & Trust Co. | 1.51% | Add +1.7% | 891,461 | $45.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -26.7% | 873,529 | $44.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +10.7% | 789,698 | $40.0M |
| Moloney Securities Asset Management, LLC | 4.78% | Add +6.5% | 759,108 | $38.4M |
| Landaas & Co. /Wi | 9.05% | Add +13.5% | 748,412 | $37.9M |
| Stash Investments, LLC | 17.39% | Add +9.2% | 723,577 | $36.6M |
| Assetmark, Inc. | 0.08% | Reduce -52.7% | 707,477 | $35.8M |
| Stifel Financial Corp. | 0.03% | Add +7.8% | 705,696 | $35.7M |
| Summitry LLC | 1.57% | Add +39.5% | 685,401 | $34.7M |
| Rinkey Investments | 10.36% | Reduce -17.1% | 680,627 | $34.5M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -24.1% | 651,974 | $33.0M |
| Facet Wealth, Inc. | 0.70% | Add +5.5% | 606,425 | $30.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1873.3% | 594,718 | $30.1M |
| Wealthspire Retirement, LLC | 1.95% | Add +3.6% | 581,563 | $29.5M |
| Jones Financial Companies LLLP | 0.02% | Add +21.5% | 553,850 | $28.0M |
| Private Advisor Group, LLC | 0.15% | Add +35.5% | 534,668 | $27.1M |
| Jaffetilchin Investment Partners, LLC | 1.76% | Add +0.5% | 531,336 | $26.9M |
| Ifrah Financial Services, Inc. | 6.97% | Reduce -0.1% | 504,192 | $25.5M |
| Laurel Wealth Advisors LLC | 3.79% | Add +3.6% | 500,891 | $25.4M |
| OneDigital Investment Advisors LLC | 0.27% | Add +0.0% | 480,547 | $24.3M |
| MML Investors Services, LLC | 0.07% | Add +3.0% | 448,487 | $22.7M |
| Weaver Consulting Group | 6.28% | Reduce -4.9% | 447,999 | $22.7M |
| Hartline Investment Corp./ | 2.45% | Add +0.8% | 421,518 | $21.3M |
| Global Retirement Partners, LLC | 0.52% | — | 411,469 | $20.8M |
| Optivise Advisory Services LLC | 10.23% | Reduce -32.9% | 395,307 | $20.0M |
| Beacon Financial Group | 1.95% | Reduce -8.6% | 369,351 | $18.7M |
| Omnitrust Wealth Management, Inc | 22.02% | — | 369,001 | $18.7M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -1.5% | 357,979 | $18.1M |
| Creative Planning | 0.01% | Add +10.8% | 337,510 | $17.1M |
| Portfolio Design Labs, LLC | 3.19% | Reduce -53.0% | 320,256 | $16.2M |
| Waverly Advisors, LLC | 0.18% | Reduce -3.1% | 319,718 | $16.2M |
| Cardinal Point Capital Management ULC | 1.28% | Add +109.5% | 318,421 | $16.1M |
| Farther Finance Advisors, LLC | 0.31% | Reduce -1.3% | 306,049 | $15.5M |
| Oxbow Advisors, LLC | 1.70% | Add +1.3% | 301,759 | $15.3M |
| Castle Rock Wealth Management, LLC | 3.53% | Add +28.3% | 298,481 | $15.1M |
| St. Louis Financial Planners Asset Management, LLC | 11.43% | Add +2.4% | 296,075 | $15.0M |
| Vertex Planning Partners, LLC | 3.10% | Add +4.0% | 293,518 | $14.9M |
| Equitable Holdings, Inc. | 0.12% | Add +3.5% | 286,204 | $14.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -7.7% | 279,087 | $14.1M |
| Betterment LLC | 0.03% | Add +6.4% | 276,124 | $14.0M |
| Founders Financial Securities LLC | 1.04% | Reduce -19.3% | 270,270 | $13.7M |
| Ascent Group, LLC | 0.52% | Reduce -46.4% | 261,989 | $13.3M |
| J2 Capital Management Inc | 10.54% | Reduce -21.8% | 261,220 | $13.2M |
| Silver Oak Securities, Incorporated | 1.09% | Add +118.5% | 258,115 | $13.1M |
| ARK & TLK Investments, LLC | 4.00% | Reduce -7.7% | 246,155 | $12.5M |
| Jane Street Group, LLC | 0.02% | New | 236,147 | $12.0M |
| Luminist Capital LLC | 11.65% | Reduce -65.9% | 232,555 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.8% | 224,228 | $11.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.73% | Add +1102.3% | 220,810 | $11.2M |
| Brookwood Investment Group LLC | 1.80% | Add +51.1% | 220,542 | $11.2M |
| Moulton Wealth Management, Inc. | 8.42% | Reduce -34.0% | 220,510 | $11.1M |
| Atria Investments, Inc | 0.13% | Reduce -2.5% | 216,925 | $11.0M |
| Stonebridge Financial Group, LLC | 1.04% | Add +2.5% | 212,285 | $10.8M |
| Sugar Maple Asset Management, LLC | 8.37% | Reduce -10.9% | 211,980 | $10.7M |
| MKT Advisors LLC | 4.24% | Add +6.8% | 212,248 | $10.7M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +46.3% | 209,745 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +12.4% | 209,294 | $10.6M |
| Lunt Capital Management, Inc. | 4.02% | Reduce -21.8% | 207,339 | $10.5M |
| Legacy Wealth Asset Management, LLC | 2.65% | Reduce -6.1% | 205,826 | $10.4M |
| Bank of Montreal | 0.01% | Add +34.4% | 204,327 | $10.3M |
| WESCAP Management Group, Inc. | 2.32% | Add +6.8% | 201,431 | $10.2M |
| Mutual Advisors, LLC | 0.25% | Add +7.4% | 201,002 | $10.2M |
| New Capital Management LP | 2.83% | Add +7.4% | 200,338 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Add +27.4% | 191,605 | $9.7M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -3.5% | 186,869 | $9.5M |
| Milestone Asset Management, LLC | 1.99% | Add +2818.5% | 186,290 | $9.4M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -10.5% | 186,174 | $9.4M |
| Element Wealth, LLC | 4.24% | Reduce -6.5% | 181,790 | $9.2M |
| Cypress Capital, LLC | 2.63% | Reduce -51.5% | 178,461 | $9.0M |
| Elmwood Wealth Management, Inc. | 3.52% | Add +25.5% | 175,492 | $8.9M |
| Van Hulzen Asset Management, LLC | 0.72% | Add +4.4% | 170,551 | $8.6M |
| Sovran Advisors, LLC | 0.88% | Add +32.6% | 166,916 | $8.4M |
| Generation Capital Management LLC | 6.20% | Add +6.9% | 154,616 | $7.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.8% | 149,028 | $7.5M |
| Magnolia Capital Advisors LLC | 1.89% | Reduce -28.2% | 148,473 | $7.5M |
| Meridian Wealth Management, LLC | 0.32% | Add +12.8% | 146,845 | $7.4M |
| Capital Wealth Alliance, LLC | 3.89% | Add +2.4% | 142,956 | $7.2M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -3.3% | 140,018 | $7.1M |
| Vishria Bird Financial Group, LLC | 2.35% | Reduce -4.3% | 139,471 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.8% | 137,223 | $7.0M |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.