iShares Treasury Floating RaTFLOETF
13F holders, Q3 2025 (September 30)390holders −14
29new positions
38sold out
2famous investors
$50.59avg. 13F price*
At the end of Q3 2025, 390 institutions reported holding iShares Treasury Floating Ra (TFLO) in their 13F filings, down 14 from Q2 2025. 29 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($342.0M), LPL Financial LLC ($320.2M) and Morgan Stanley ($198.1M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $27.9M |
| Exits | 38 | $21.8M |
All 13F filers, Q2 2025 → Q3 2025: 4,199,780 shares bought and 8,027,040 shares sold, net −3,827,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Bank of America Corp. | 0.03% | Reduce -5.8% | 6,760,628 | $342.0M |
| LPL Financial LLC | 0.09% | Add +4.1% | 6,329,752 | $320.2M |
| Morgan Stanley | 0.01% | Reduce -4.9% | 3,916,262 | $198.1M |
| UBS Group AG | 0.03% | Reduce -5.5% | 2,526,641 | $127.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.2% | 2,347,201 | $118.7M |
| Mariner, LLC | 0.11% | Add +1.9% | 1,742,187 | $88.1M |
| Financial Advisory Corp | 12.27% | Add +1.4% | 1,647,090 | $83.3M |
| BIP Wealth, LLC | 3.75% | Reduce -17.3% | 1,499,531 | $75.9M |
| Wealthspire Advisors, LLC | 0.39% | Add +12.3% | 1,457,611 | $73.7M |
| Royal Bank of Canada | 0.01% | Add +5.8% | 1,377,749 | $69.7M |
| Axxcess Wealth Management, LLC | 1.44% | Add +0.6% | 1,341,427 | $67.9M |
| Capital Asset Advisory Services LLC | 2.93% | Add +2.2% | 1,341,064 | $67.8M |
| Arbor Investment Advisors, LLC | 8.28% | Reduce -4.5% | 1,289,754 | $65.2M |
| Cetera Investment Advisers | 0.06% | Add +14.4% | 1,099,822 | $55.6M |
| Northwest Quadrant Wealth Management, LLC | 11.31% | Add +7.2% | 1,058,292 | $53.5M |
| Raymond James Financial Inc. | 0.02% | Add +17.8% | 1,029,362 | $52.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -9.6% | 1,018,061 | $51.5M |
| Brookstone Capital Management | 0.60% | Add +2.8% | 1,001,612 | $50.7M |
| Stock Yards Bank & Trust Co. | 1.50% | Add +5.8% | 943,634 | $47.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -20.8% | 925,902 | $46.9M |
| Wells Fargo & Company | 0.01% | Reduce -4.1% | 865,610 | $43.8M |
| SPC Financial, Inc. | 3.33% | Reduce -40.0% | 843,550 | $42.7M |
| Stifel Financial Corp. | 0.04% | Add +13.8% | 803,453 | $40.6M |
| Stash Investments, LLC | 17.38% | Add +10.3% | 798,367 | $40.4M |
| Rinkey Investments | 10.01% | Add +9.5% | 745,499 | $37.7M |
| Assetmark, Inc. | 0.08% | Reduce -0.4% | 704,869 | $35.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -18.4% | 644,102 | $32.6M |
| Facet Wealth, Inc. | 0.64% | Add +1.4% | 615,098 | $31.1M |
| Jones Financial Companies LLLP | 0.02% | Add +5.5% | 584,345 | $29.6M |
| Jaffetilchin Investment Partners, LLC | 1.71% | Add +6.5% | 566,045 | $28.6M |
| Laurel Wealth Advisors LLC | 3.97% | Add +12.1% | 561,721 | $28.4M |
| Walker Financial Services, Inc. | 10.75% | Add +570.0% | 546,341 | $27.6M |
| Ifrah Financial Services, Inc. | 6.70% | Add +1.3% | 510,776 | $25.8M |
| Milestone Asset Management, LLC | 4.82% | Add +170.0% | 502,992 | $25.4M |
| OneDigital Investment Advisors LLC | 0.26% | Add +3.3% | 496,514 | $25.1M |
| Landaas & Co. /Wi | 5.70% | Reduce -33.8% | 495,438 | $25.1M |
| Wealthspire Retirement, LLC | 1.50% | Reduce -19.9% | 465,845 | $23.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -31.8% | 444,975 | $22.5M |
| Beacon Financial Group | 2.15% | Add +17.1% | 432,582 | $21.9M |
| MML Investors Services, LLC | 0.06% | Reduce -4.3% | 429,029 | $21.7M |
| Weaver Consulting Group | 5.48% | Reduce -4.9% | 425,971 | $21.5M |
| Summitry LLC | 0.87% | Reduce -41.0% | 404,017 | $20.4M |
| HighTower Advisors, LLC | 0.02% | Add +32.7% | 370,468 | $18.7M |
| Private Advisor Group, LLC | 0.09% | Reduce -32.1% | 362,928 | $18.4M |
| Global Retirement Partners, LLC | 0.39% | Reduce -15.8% | 346,234 | $17.5M |
| St. Louis Financial Planners Asset Management, LLC | 11.13% | Add +15.3% | 341,333 | $17.3M |
| Creative Planning | 0.01% | Add +0.8% | 340,329 | $17.2M |
| Castle Rock Wealth Management, LLC | 3.78% | Add +13.5% | 338,865 | $17.1M |
| Betterment LLC | 0.03% | Add +20.1% | 331,593 | $16.8M |
| Cardinal Point Capital Management ULC | 1.14% | Add +1.0% | 321,727 | $16.2M |
| Waverly Advisors, LLC | 0.14% | Reduce -15.5% | 270,260 | $13.7M |
| Equitable Holdings, Inc. | 0.10% | Reduce -5.8% | 269,571 | $13.6M |
| Vertex Planning Partners, LLC | 2.61% | Reduce -8.3% | 269,069 | $13.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -25.7% | 265,981 | $13.5M |
| Farther Finance Advisors, LLC | 0.20% | Reduce -14.7% | 261,131 | $13.2M |
| Founders Financial Securities LLC | 0.87% | Reduce -6.9% | 251,676 | $12.7M |
| J2 Capital Management Inc | 9.45% | Reduce -4.9% | 248,390 | $12.6M |
| Portfolio Design Labs, LLC | 2.13% | Reduce -23.6% | 244,754 | $12.4M |
| Hartline Investment Corp./ | 1.28% | Reduce -42.2% | 243,450 | $12.3M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +16.1% | 243,439 | $12.3M |
| ARK & TLK Investments, LLC | 3.74% | Reduce -5.4% | 232,808 | $11.8M |
| Atria Investments, Inc | 0.13% | Add +5.1% | 227,935 | $11.5M |
| MKT Advisors LLC | 4.08% | Add +2.5% | 217,603 | $11.0M |
| Elmwood Wealth Management, Inc. | 3.86% | Add +22.7% | 215,379 | $10.9M |
| Sugar Maple Asset Management, LLC | 7.52% | Reduce -2.0% | 207,720 | $10.5M |
| WESCAP Management Group, Inc. | 2.20% | Add +2.9% | 207,163 | $10.5M |
| Bank of Montreal | 0.00% | Add +1.3% | 206,910 | $10.5M |
| Moulton Wealth Management, Inc. | 7.54% | Reduce -7.0% | 205,004 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.7% | 204,777 | $10.4M |
| Ascent Group, LLC | 0.36% | Reduce -23.4% | 200,683 | $10.2M |
| Susquehanna International Group, LLP | 0.01% | Add +220.7% | 200,010 | $10.1M |
| Silver Oak Securities, Incorporated | 0.75% | Reduce -22.9% | 199,039 | $10.1M |
| Cerity Partners LLC | 0.02% | Reduce -5.7% | 197,422 | $10.0M |
| Stonebridge Financial Group, LLC | 0.87% | Reduce -8.0% | 195,402 | $9.9M |
| Brookwood Investment Group LLC | 1.22% | Reduce -15.1% | 187,270 | $9.5M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.0% | 186,824 | $9.5M |
| Van Hulzen Asset Management, LLC | 0.68% | Add +6.1% | 180,965 | $9.2M |
| Lunt Capital Management, Inc. | 3.49% | Reduce -13.1% | 180,207 | $9.1M |
| Optivise Advisory Services LLC | 5.42% | Reduce -54.5% | 180,021 | $9.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -4.4% | 177,937 | $9.0M |
| Legacy Wealth Asset Management, LLC | 2.17% | Reduce -14.1% | 176,734 | $8.9M |
| Element Wealth, LLC | 3.90% | Reduce -2.9% | 176,594 | $8.9M |
| Luminist Capital LLC | 7.34% | Reduce -28.6% | 166,047 | $8.4M |
| New Capital Management LP | 2.15% | Reduce -18.9% | 162,427 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +63.3% | 162,013 | $8.2M |
| Aquire Wealth Advisors, LLC | 1.99% | Add +20.2% | 159,392 | $8.1M |
| Anderson Hoagland & Co. | 0.71% | Add +54.2% | 157,278 | $8.0M |
| Cypress Capital, LLC | 2.20% | Reduce -14.8% | 151,971 | $7.7M |
| Generation Capital Management LLC | 5.54% | Reduce -2.1% | 151,292 | $7.7M |
| Magnolia Capital Advisors LLC | 1.98% | Add +1.1% | 150,074 | $7.6M |
| Perigon Wealth Management, LLC | 0.15% | Add +0.7% | 141,006 | $7.1M |
| Sovran Advisors, LLC | 0.63% | Reduce -16.1% | 140,022 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 138,599 | $7.0M |
| Capital Wealth Alliance, LLC | 3.47% | Reduce -3.5% | 138,014 | $7.0M |
| IFP Advisors, Inc | 0.18% | Add +15131.5% | 134,342 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.1% | 126,068 | $6.4M |
| SteelPeak Wealth, LLC | 0.21% | Add +1.1% | 123,886 | $6.3M |
| Mutual Advisors, LLC | 0.14% | Reduce -38.6% | 123,489 | $6.2M |
| Gotham Asset Management | 0.03% | No change | 121,501 | $6.1M |
| Montecito Bank & Trust | 0.94% | — | 119,257 | $6.0M |
| Palo Alto Wealth Advisors, LLC | 1.66% | Add +28.6% | 112,526 | $5.7M |
| Seeds Investor LLC | 1.15% | Add +6.3% | 107,969 | $5.5M |
| Thomas J. Herzfeld Advisors, Inc. | 1.86% | Reduce -1.1% | 107,519 | $5.4M |
| Glenview Trust Co | 0.09% | Add +345.7% | 105,962 | $5.4M |
| Invenio Wealth Partners LLC | 1.92% | Reduce -12.4% | 104,158 | $5.3M |
| Hutchens & Kramer Investment Management Group, LLC | 2.07% | Add +109.0% | 104,059 | $5.3M |
| Oxbow Advisors, LLC | 0.47% | Reduce -67.3% | 98,619 | $5.0M |
| Ameritas Advisory Services, LLC | 0.33% | Add +50.5% | 98,196 | $5.0M |
| Cwm, LLC | 0.01% | Reduce -13.9% | 96,697 | $4.9M |
| Hamel Associates, Inc. | 1.49% | Add +295.2% | 96,095 | $4.9M |
| FWG Holdings, LLC | 2.09% | Reduce -7.7% | 95,654 | $4.8M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -2.6% | 94,961 | $4.8M |
| Littlejohn Financial Services, Inc. | 3.49% | Reduce -15.2% | 94,535 | $4.8M |
| Financial Gravity Asset Management, Inc. | 0.94% | — | 94,503 | $4.8M |
| Disciplined Investments, LLC | 1.87% | Reduce -6.6% | 92,945 | $4.7M |
| Johnson Bixby & Associates, LLC | 0.60% | Add +8.8% | 92,048 | $4.7M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -37.8% | 91,294 | $4.6M |
| PFS Partners, LLC | 2.07% | Add +10.6% | 86,127 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +3.3% | 83,158 | $4.2M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -3.6% | 82,770 | $4.2M |
| Baring Financial LLC | 2.85% | Add +7.8% | 82,751 | $4.2M |
| Smith, Moore & Co. | 0.31% | Add +2.7% | 80,674 | $4.1M |
| Retirement Capital Strategies | 1.55% | Reduce -1.3% | 79,767 | $4.0M |
| Moloney Securities Asset Management, LLC | 0.47% | Reduce -89.8% | 77,102 | $3.9M |
| Jacobson & Schmitt Advisors, LLC | 0.66% | New | 75,999 | $3.8M |
| Professional Financial Advisors, LLC | 0.79% | Reduce -3.9% | 74,388 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -43.6% | 72,380 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -20.8% | 71,963 | $3.6M |
| Allworth Financial LP | 0.02% | Reduce -0.3% | 71,835 | $3.6M |
| GeoWealth Management, LLC | 0.13% | Reduce -45.7% | 70,536 | $3.6M |
| Stephens Inc. | 0.04% | Reduce -29.6% | 69,689 | $3.5M |
| Cravens & Co Advisors, LLC | 2.35% | Reduce -15.1% | 67,910 | $3.4M |
| Acute Investment Advisory, LLC | 28.66% | Reduce -17.0% | 67,427 | $3.4M |
| Measured Risk Portfolios, Inc. | 3.69% | Add +35.6% | 67,411 | $3.4M |
| Focus Financial Network, Inc. | 0.12% | Reduce -3.4% | 66,867 | $3.4M |
| Members Advisory Group LLC | 1.18% | Reduce -21.6% | 66,130 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.2% | 65,137 | $3.3M |
| Mgo One Seven LLC | 0.08% | Add +3.2% | 64,405 | $3.3M |
| Yoder Wealth Management, Inc. | 1.54% | Reduce -0.6% | 64,211 | $3.2M |
| Strategic Blueprint, LLC | 0.14% | Reduce -13.1% | 62,029 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +15.3% | 61,790 | $3.1M |
| ORG Partners LLC | 0.57% | Add +0.6% | 60,934 | $3.1M |
| Almanack Investment Partners, LLC. | 0.47% | Reduce -3.1% | 60,711 | $3.1M |
| Money Concepts Capital Corp. | 0.18% | New | 58,836 | $3.0M |
| Drive Wealth Management, LLC | 0.63% | New | 58,503 | $3.0M |
| IFS Advisors, LLC | 1.68% | New | 56,798 | $2.9M |
| Nilsine Partners, LLC | 0.25% | Add +312.3% | 54,853 | $2.8M |
| Heck Capital Advisors, LLC | 0.21% | Reduce -37.6% | 54,136 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.0% | 52,825 | $2.7M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -11.6% | 52,210 | $2.6M |
| Citigroup Inc. | 0.00% | Add +18.5% | 51,091 | $2.6M |
| MPWM Advisory Solutions, LLC | 1.53% | Reduce -12.8% | 50,868 | $2.6M |
| CENTRAL TRUST Co | 0.05% | Reduce -37.4% | 50,273 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -79.1% | 49,404 | $2.5M |
| Ignite Planners, LLC | 0.40% | Add +1.1% | 48,708 | $2.5M |
| James Investment Research, Inc. | 0.26% | Reduce -3.3% | 47,632 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -21.0% | 46,746 | $2.4M |
| Lionshead Wealth Management, LLC | 1.87% | Add +8.6% | 46,528 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +2.4% | 45,727 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | New | 45,715 | $2.3M |
| Boston Family Office LLC | 0.15% | Add +18.3% | 45,309 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +5.2% | 44,504 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.59% | Reduce -19.4% | 43,877 | $2.2M |
| Guidance Capital, Inc. | 0.57% | Add +2.1% | 43,004 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.15% | New | 42,188 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 42,188 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.0% | 42,157 | $2.1M |
| Malaga Cove Capital, LLC | 0.73% | New | 40,016 | $2.0M |
| MRWM Advisors, LLC | 1.07% | Reduce -4.5% | 37,290 | $1.9M |
| Choreo, LLC | 0.02% | Add +11.2% | 36,790 | $1.9M |
| Comerica Bank | 0.01% | Reduce -5.0% | 36,564 | $1.8M |
| Main Management LLC | 0.13% | Reduce -9.3% | 36,290 | $1.8M |
| Aspect Partners, LLC | 0.83% | Reduce -63.0% | 36,282 | $1.8M |
| Slow Capital, Inc. | 0.21% | Add +7.9% | 35,876 | $1.8M |
| Destination Wealth Management | 0.05% | Reduce -10.8% | 34,841 | $1.8M |
| IFG Advisory, LLC | 0.08% | Reduce -7.1% | 34,182 | $1.7M |
| Sovereign Financial Group, Inc. | 0.32% | Reduce -4.1% | 33,576 | $1.7M |
| Composition Wealth, LLC | 0.03% | Reduce -19.3% | 33,498 | $1.7M |
| Centurion Wealth Management LLC | 0.37% | Reduce -15.1% | 32,356 | $1.6M |
| Trek Financial, LLC | 0.10% | Add +5.9% | 31,774 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.4% | 31,653 | $1.6M |
| Prostatis Group LLC | 0.39% | Reduce -8.2% | 30,499 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.5% | 28,288 | $1.4M |
| Warner Group LLC | 0.97% | — | 27,940 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.1% | 27,714 | $1.4M |
| Haverford Trust Co | 0.01% | Reduce -0.9% | 26,974 | $1.4M |
| J Hagan Capital, Inc. | 0.81% | Reduce -5.3% | 26,463 | $1.3M |
| Spire Wealth Management | 0.05% | Reduce -0.4% | 26,352 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +8.4% | 25,554 | $1.3M |
| Chris Bulman Inc | 0.65% | Reduce -21.7% | 25,496 | $1.3M |
| MFA Wealth Services | 0.89% | Reduce -49.8% | 25,445 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -14.0% | 25,212 | $1.3M |
| Steele Capital Management, Inc. | 0.06% | Add +4.8% | 24,968 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +25.6% | 24,349 | $1.2M |
| CFO4Life Group, LLC | 0.18% | Add +0.1% | 24,206 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +894.9% | 23,509 | $1.2M |
| Darden Wealth Group Inc | 0.62% | Add +0.3% | 23,435 | $1.2M |
| Sykon Capital LLC | 0.39% | Reduce -48.1% | 23,311 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Reduce -43.1% | 22,814 | $1.2M |
| Grey Ledge Advisors, LLC | 0.26% | Add +1.4% | 22,300 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -8.8% | 22,273 | $1.1M |
| Robinson Smith Wealth Advisors LLC | 0.79% | Reduce -71.2% | 21,647 | $1.1M |
| Pioneer Wealth Management Group | 0.34% | Reduce -17.6% | 21,016 | $1.1M |
| SVB Wealth LLC | 0.06% | Reduce -37.5% | 20,402 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Reduce -14.6% | 20,158 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +1.1% | 19,975 | $1.0M |
| Parkwoods Wealth Partners, LLC | 0.34% | Add +11.2% | 19,694 | $996K |
| HCR Wealth Advisors | 0.10% | Reduce -10.7% | 19,285 | $973K |
| Calton & Associates, Inc. | 0.15% | Add +0.7% | 19,178 | $970K |
| AllSquare Wealth Management LLC | 0.51% | No change | 19,070 | $965K |
| Two West Capital Advisors LLC | 0.58% | Add +2.4% | 19,048 | $963K |
| Magnus Financial Group LLC | 0.07% | Add +83.7% | 18,293 | $925K |
| BTS Asset Management, Inc. | 1.17% | Add +1.1% | 18,084 | $915K |
| Maridea Wealth Management LLC | 0.14% | Reduce -33.5% | 17,538 | $886K |
| Moneco Advisors, LLC | 0.07% | Reduce -0.1% | 16,914 | $856K |
| Prospera Financial Services Inc | 0.01% | Add +6.8% | 16,864 | $853K |
| Burling Wealth Partners, LLC | 0.14% | New | 16,744 | $847K |
| BNP Paribas Financial Markets | 0.00% | Reduce -91.3% | 16,661 | $843K |
| Fortress Wealth Management, Inc. | 0.37% | No change | 16,478 | $834K |
| WESPAC Advisors, LLC | 0.47% | Reduce -75.4% | 16,041 | $812K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +45.0% | 15,800 | $799K |
| IHT Wealth Management, LLC | 0.02% | Add +4.3% | 15,569 | $788K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.6% | 15,497 | $784K |
| Principal Securities, Inc. | 0.01% | Reduce -46.9% | 15,416 | $780K |
| Consolidated Portfolio Review Corp | 0.10% | Reduce -1.6% | 15,122 | $765K |
| Intelligence Driven Advisers, LLC | 0.11% | Add +3.0% | 14,982 | $758K |
| Gries Financial LLC | 0.12% | Reduce -3.4% | 14,977 | $758K |
| Balboa Wealth Partners | 0.13% | No change | 14,920 | $755K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 14,879 | $753K |
| Redwood Financial Network Corp | 0.46% | Add +20.2% | 14,382 | $728K |
| Keystone Financial Group | 0.06% | Reduce -13.6% | 14,369 | $727K |
| Private Trust Co. NA | 0.06% | Add +9.0% | 14,126 | $715K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -18.8% | 13,979 | $707K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -1.4% | 13,707 | $693K |
| Transamerica Financial Advisors, LLC | 0.06% | New | 13,658 | $691K |
| Keebeck Wealth Management | 0.08% | New | 13,635 | $690K |
| MAI Capital Management | 0.00% | Reduce -2.4% | 13,534 | $685K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -93.9% | 13,472 | $682K |
| Blue Edge Capital, LLC | 0.10% | Add +0.9% | 13,355 | $676K |
| UMB Bank, n.a. | 0.01% | Add +67.8% | 13,272 | $671K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +2.8% | 13,212 | $668K |
| Potomac Fund Management Inc. | 0.03% | Reduce -2.8% | 13,212 | $668K |
| Brighton Jones LLC | 0.02% | New | 13,134 | $664K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.9% | 12,929 | $654K |
| Regal Investment Advisors LLC | 0.04% | Add +1.4% | 12,894 | $652K |
| Redmont Wealth Advisors LLC | 0.91% | Add +13.1% | 12,852 | $650K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.9% | 12,522 | $634K |
| Integrity Alliance, Llc. | 0.03% | Add +15.9% | 12,439 | $629K |
| Eagle Global Advisors LLC | 0.02% | Add +8.8% | 12,247 | $620K |
| Tidemark, LLC | 0.18% | No change | 12,220 | $618K |
| PBMares Wealth Management LLC | 0.10% | Add +23.2% | 12,061 | $610K |
| Adams Wealth Management | 0.13% | Reduce -33.5% | 12,041 | $609K |
| CacheTech Inc. | 0.12% | Reduce -33.5% | 12,041 | $609K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 11,718 | $593K |
| FLP Wealth Management, LLC | 1.66% | Reduce -23.3% | 11,642 | $589K |
| RFG Advisory, LLC | 0.01% | Reduce -13.4% | 11,532 | $583K |
| Waterloo Capital, L.P. | 0.04% | New | 11,223 | $568K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -15.4% | 11,186 | $566K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -14.8% | 11,041 | $559K |
| Valmark Advisers, Inc. | 0.01% | No change | 11,033 | $558K |
| Fairview Capital Investment Management, LLC | 0.03% | Reduce -8.4% | 10,925 | $553K |
| Natixis Advisors, LLC | 0.00% | New | 10,493 | $531K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -7.8% | 10,406 | $525K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -15.3% | 10,269 | $520K |
| Able Wealth Management LLC | 0.19% | Reduce -16.7% | 10,076 | $510K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,856 | $499K |
| Liberty Wealth Management LLC | 0.07% | Reduce -2.8% | 9,827 | $497K |
| Pinnacle Financial Partners Inc | 0.01% | Add +1.4% | 9,770 | $494K |
| Clarity Financial LLC | 0.05% | Reduce -16.8% | 9,688 | $490K |
| Bigelow Investment Advisors, LLC | 0.20% | Reduce -5.0% | 9,565 | $484K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +4.8% | 9,490 | $480K |
| Madison Asset Management, LLC | 0.01% | Add +25.5% | 9,469 | $479K |
| Copia Wealth Management | 0.34% | Reduce -4.4% | 9,111 | $461K |
| Simplicity Wealth,LLC | 0.03% | New | 9,071 | $459K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.0% | 9,049 | $458K |
| Community Trust & Investment Co. | 0.02% | Reduce -1.6% | 9,019 | $456K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.8% | 8,872 | $449K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -2.8% | 8,867 | $449K |
| Institute for Wealth Management, LLC. | 0.05% | Add +1.0% | 8,603 | $435K |
| Secure Asset Management, LLC | 0.07% | Reduce -20.2% | 8,607 | $434K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.2% | 8,343 | $422K |
| Lido Advisors, LLC | 0.00% | Add +1.5% | 8,207 | $415K |
| Richardson Financial Services Inc. | 0.25% | Reduce -1.8% | 8,102 | $410K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +23.4% | 8,066 | $408K |
| HRT Financial LP | 0.00% | Reduce -33.5% | 8,080 | $408K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -3.4% | 7,862 | $398K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 7,782 | $394K |
| Brown Advisory Inc. | 0.00% | No change | 7,602 | $385K |
| Busey Bank | 0.01% | No change | 7,332 | $371K |
| Mather Group, Llc. | 0.00% | Reduce -0.4% | 7,251 | $367K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +8.0% | 7,098 | $359K |
| Arete Wealth Advisors, LLC | 0.02% | New | 7,087 | $358K |
| Accelerate Investment Advisors LLC | 0.24% | Reduce -10.0% | 6,970 | $353K |
| Strait & Sound Wealth Management LLC | 0.13% | No change | 6,837 | $346K |
| &partners | 0.00% | Reduce -5.1% | 6,758 | $342K |
| Nwam LLC | 0.02% | Reduce -2.5% | 6,462 | $327K |
| Taylor & Morgan Wealth Management, LLC | 0.20% | Add +0.2% | 6,393 | $323K |
| Boomfish Wealth Group, LLC | 0.17% | Reduce -73.9% | 6,180 | $313K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | Add +24.4% | 6,092 | $308K |
| Winebrenner Capital Management LLC | 0.22% | Reduce -19.8% | 6,042 | $306K |
| Tactive Advisors, LLC | 0.09% | Add +4.2% | 5,983 | $303K |
| Proficio Capital Partners LLC | 0.02% | Reduce -19.9% | 5,895 | $298K |
| PKS Advisory Services, LLC | 0.07% | Add +1.0% | 5,831 | $295K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 5,698 | $288K |
| Navalign, LLC | 0.07% | No change | 5,550 | $281K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.0% | 5,461 | $275K |
| Evernest Financial Advisors, LLC | 0.08% | New | 5,338 | $270K |
| Mission Wealth Management, LP | 0.01% | New | 5,314 | $269K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -7.4% | 5,173 | $262K |
| GC Wealth Management RIA, LLC | 0.01% | Add +3.8% | 5,094 | $258K |
| BankPlus Wealth Management LLC | 0.15% | Add +1.1% | 5,088 | $257K |
| GWN Securities Inc. | 0.06% | Reduce -9.1% | 5,044 | $255K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -12.5% | 4,804 | $243K |
| Ergawealth Advisors, Inc. | 0.11% | New | 4,754 | $241K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 4,679 | $237K |
| Compound Planning, Inc. | 0.01% | Reduce -8.4% | 4,616 | $234K |
| Avior Wealth Management, LLC | 0.01% | Reduce -32.4% | 4,604 | $233K |
| Concorde Asset Management, LLC | 0.10% | — | 4,611 | $233K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 4,561 | $231K |
| Stonebrook Private Inc. | 0.05% | New | 4,484 | $227K |
| Endowment Wealth Management, Inc. | 0.10% | Add +0.5% | 4,448 | $225K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -47.7% | 4,440 | $225K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.7% | 4,428 | $224K |
| AQR Capital Management | 0.00% | Add +7.1% | 4,377 | $221K |
| GTS Securities LLC | 0.01% | New | 4,333 | $219K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.3% | 4,296 | $217K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 4,290 | $217K |
| Advisor Resource Council | 0.29% | Reduce -0.9% | 4,278 | $216K |
| Copperleaf Capital, LLC | 0.10% | Reduce -0.3% | 4,216 | $213K |
| Shared Vision Wealth Group LLC | 0.09% | Reduce -26.9% | 4,163 | $210K |
| Gibbs Wealth Management | 0.05% | Reduce -4.4% | 4,158 | $210K |
| Cyr Financial Inc. | 0.14% | New | 4,107 | $208K |
| Mainsail Asset Management, LLC | 0.09% | Add +0.1% | 4,018 | $203K |
| NewEdge Wealth, LLC | 0.00% | New | 4,000 | $202K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.8% | 3,549 | $180K |
| Investors Research Corp | 0.03% | Add +4.2% | 3,512 | $178K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | No change | 2,999 | $152K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,804 | $142K |
| Legacy Wealth Managment, LLC | 0.06% | No change | 2,744 | $139K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 2,733 | $138K |
| MV Capital Management, Inc. | 0.01% | Add +46.5% | 2,671 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.4% | 2,522 | $128K |
| Twin City Private Wealth, LLC | 0.09% | Reduce -12.0% | 2,388 | $121K |
| Ancora Advisors LLC | 0.00% | Reduce -29.7% | 2,368 | $120K |
| Northwest Capital Management Inc | 0.11% | No change | 2,124 | $107K |
| Founders Financial Alliance, LLC | 0.02% | No change | 2,122 | $107K |
| Addison Advisors LLC | 0.02% | Add +149.7% | 2,035 | $103K |
| Comprehensive Financial Planning, Inc. | 0.06% | Reduce -28.8% | 1,860 | $94K |
| WealthShield Partners, LLC | 0.01% | Reduce -0.6% | 1,642 | $83K |
| Fifth Third Bancorp | 0.00% | No change | 1,640 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +99.4% | 1,404 | $71K |
| IMG Wealth Management, Inc. | 0.05% | Reduce -88.5% | 1,365 | $69K |
| Gables Capital Management Inc. | 0.03% | No change | 1,323 | $67K |
| Friedenthal Financial | 0.03% | Add +3.6% | 1,200 | $61K |
| CX Institutional | 0.00% | No change | 1,173 | $59K |
| Clark Wealth Partners | 0.03% | Add +2.4% | 1,057 | $53K |
| Chapman Financial Group, LLC | 0.03% | Reduce -21.5% | 915 | $46K |
| FMR LLC | 0.00% | Add +24.2% | 863 | $44K |
| NBT Bank, N.A. | 0.00% | Reduce -93.9% | 51 | $42K |
| MRP Capital Investments, LLC | 0.03% | Reduce -89.7% | 800 | $41K |
| Scarborough Advisors, LLC | 0.01% | Add +0.8% | 718 | $36K |
| Independence Bank of Kentucky | 0.00% | No change | 596 | $30K |
| Whittier Trust Co. | 0.00% | New | 554 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 513 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +386.8% | 443 | $22K |
| BlackRock, Inc. | 0.00% | Add +3.8% | 407 | $21K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.1% | 353 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +2087.5% | 350 | $18K |
| Wealth Watch Advisors, INC | 0.01% | New | 257 | $13K |
| Rossby Financial, LCC | 0.00% | Reduce -87.5% | 195 | $10K |
| Root Financial Partners, LLC | 0.00% | New | 185 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 182 | $9K |
| Covestor Ltd | 0.00% | Add +82.2% | 164 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -14.4% | 137 | $7K |
| WestEnd Advisors, LLC | 0.00% | Add +9.8% | 135 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 129 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 123 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +0.9% | 106 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 94 | $5K |
| Robbins Farley | 0.00% | Reduce -85.5% | 86 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 84 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | New | 62 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 47 | $2K |
| Hemington Wealth Management | 0.00% | No change | 47 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -50.0% | 8 | $390 |
| Essential Partners LLC | 0.00% | No change | 3 | $152 |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $152 |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.