iShares Treasury Floating RaTFLOETF
13F holders, Q1 2026 (March 31)417holders +5
46new positions
40sold out
3famous investors
$50.62avg. 13F price*
At the end of Q1 2026, 417 institutions reported holding iShares Treasury Floating Ra (TFLO) in their 13F filings, up 5 from Q4 2025. 46 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($392.1M), LPL Financial LLC ($341.8M) and Morgan Stanley ($184.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $120.2M |
| Exits | 40 | $80.0M |
All 13F filers, Q4 2025 → Q1 2026: 10,258,960 shares bought and 7,068,639 shares sold, net +3,190,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| Bank of America Corp. | 0.03% | Add +33.0% | 7,745,149 | $392.1M |
| LPL Financial LLC | 0.09% | Reduce -0.1% | 6,750,827 | $341.8M |
| Morgan Stanley | 0.01% | Add +0.2% | 3,638,870 | $184.2M |
| UBS Group AG | 0.02% | Reduce -7.6% | 2,042,045 | $103.4M |
| Wealthspire Advisors, LLC | 0.71% | Add +4.0% | 1,792,834 | $90.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.9% | 1,750,356 | $88.6M |
| Mariner, LLC | 0.09% | Reduce -0.6% | 1,561,623 | $79.1M |
| Financial Advisory Corp | 10.51% | Reduce -6.2% | 1,494,464 | $75.7M |
| Arbor Investment Advisors, LLC | 8.82% | Add +8.3% | 1,337,826 | $67.7M |
| BIP Wealth, LLC | 2.68% | Reduce -13.0% | 1,303,001 | $66.0M |
| Capital Asset Advisory Services LLC | 2.30% | Add +17.4% | 1,182,871 | $59.8M |
| Wells Fargo & Company | 0.01% | Add +35.3% | 1,164,797 | $59.0M |
| Northwest Quadrant Wealth Management, LLC | 11.95% | Add +3.3% | 1,135,747 | $57.5M |
| Raymond James Financial Inc. | 0.02% | Add +1.9% | 1,072,659 | $54.3M |
| Brookstone Capital Management | 0.62% | Add +6.2% | 1,065,200 | $53.9M |
| Vertex Planning Partners, LLC | 10.22% | Add +215.3% | 1,038,819 | $52.6M |
| Cetera Investment Advisers | 0.06% | Reduce -4.3% | 1,035,906 | $52.4M |
| Royal Bank of Canada | 0.01% | Reduce -18.6% | 1,023,783 | $51.8M |
| Osaic Holdings, Inc. | 0.07% | Add +3.1% | 997,985 | $50.5M |
| Stock Yards Bank & Trust Co. | 1.43% | Reduce -0.1% | 907,031 | $45.9M |
| Stash Investments, LLC | 17.81% | Add +4.0% | 906,988 | $45.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -6.5% | 856,299 | $43.4M |
| AlphaCore Capital LLC | 1.00% | Reduce -0.6% | 832,366 | $42.1M |
| Stifel Financial Corp. | 0.04% | Add +24.3% | 827,191 | $41.9M |
| Rinkey Investments | 10.32% | Reduce -2.8% | 796,761 | $40.3M |
| Walker Financial Services, Inc. | 13.45% | Add +15.7% | 776,704 | $39.3M |
| Facet Wealth, Inc. | 0.61% | Add +8.6% | 699,741 | $35.4M |
| Assetmark, Inc. | 0.07% | Reduce -0.0% | 658,900 | $33.4M |
| Laurel Wealth Advisors LLC | 3.18% | Add +6.1% | 636,839 | $32.2M |
| GeoWealth Management, LLC | 1.14% | Add +256.7% | 624,744 | $31.6M |
| Omnitrust Wealth Management, Inc | 40.60% | Add +264.4% | 619,183 | $31.3M |
| FORM Wealth Advisors, LLC | 3.47% | New | 585,477 | $29.6M |
| Ifrah Financial Services, Inc. | 6.90% | Reduce -0.9% | 515,848 | $26.1M |
| Cardinal Point Capital Management ULC | 1.60% | Add +32.3% | 514,649 | $26.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.42% | Add +19.7% | 494,090 | $25.0M |
| J2 Capital Management Inc | 16.79% | Add +80.0% | 483,683 | $24.5M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -4.9% | 464,752 | $23.5M |
| Moulton Wealth Management, Inc. | 15.87% | New | 461,402 | $23.3M |
| Beacon Financial Group | 2.27% | Add +0.8% | 449,808 | $22.8M |
| Luminist Capital LLC | 30.12% | Add +75.2% | 445,105 | $22.5M |
| ARK & TLK Investments, LLC | 6.00% | Reduce -13.2% | 436,853 | $22.1M |
| Mutual Advisors, LLC | 0.47% | Add +219.5% | 431,963 | $21.9M |
| MKT Advisors LLC | 7.20% | Add +94.1% | 425,165 | $21.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -29.4% | 416,662 | $21.1M |
| Summitry LLC | 0.73% | Reduce -0.5% | 409,027 | $20.7M |
| Betterment LLC | 0.04% | Add +4.0% | 406,901 | $20.6M |
| Farther Finance Advisors, LLC | 0.19% | Add +49.5% | 399,043 | $20.1M |
| Creative Planning | 0.01% | Reduce -0.6% | 383,553 | $19.4M |
| Weaver Consulting Group | 4.56% | Reduce -8.1% | 377,801 | $19.1M |
| St. Louis Financial Planners Asset Management, LLC | 10.34% | Reduce -0.6% | 360,431 | $18.2M |
| Portfolio Design Labs, LLC | 3.06% | Add +37.0% | 339,302 | $17.2M |
| Jones Financial Companies LLLP | 0.01% | Reduce -33.9% | 317,993 | $16.1M |
| Castle Rock Wealth Management, LLC | 3.32% | Add +8.1% | 303,924 | $15.4M |
| IFP Advisors, Inc | 0.31% | Add +35.4% | 296,312 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -51.3% | 292,273 | $14.8M |
| Thrivent Financial for Lutherans | 0.03% | New | 291,138 | $14.7M |
| Ascent Group, LLC | 0.49% | Add +36.2% | 277,035 | $14.0M |
| Wellington Grp LLC | 4.19% | Add +9.1% | 268,379 | $13.6M |
| J.W. Cole Advisors, Inc. | 0.43% | Reduce -0.2% | 253,469 | $12.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.0% | 248,525 | $12.6M |
| Elmwood Wealth Management, Inc. | 3.46% | Add +44.6% | 246,845 | $12.5M |
| Founders Financial Securities LLC | 0.71% | Add +0.7% | 247,360 | $12.5M |
| Silver Oak Securities, Incorporated | 0.91% | Reduce -2.6% | 245,240 | $12.4M |
| WESCAP Management Group, Inc. | 2.44% | Add +7.9% | 244,181 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +405.8% | 242,208 | $12.3M |
| Sugar Maple Asset Management, LLC | 7.42% | Add +21.9% | 241,455 | $12.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -11.5% | 238,560 | $12.1M |
| Optivise Advisory Services LLC | 7.08% | Add +39.3% | 230,838 | $11.7M |
| Arta Finance Wealth Management LLC | 5.71% | Reduce -17.1% | 228,780 | $11.5M |
| Hutchens & Kramer Investment Management Group, LLC | 3.55% | Add +16.6% | 221,679 | $11.2M |
| Glenview Trust Co | 0.17% | Add +88.5% | 213,753 | $10.8M |
| Hartline Investment Corp./ | 1.19% | Add +2.8% | 213,380 | $10.8M |
| Legacy Wealth Asset Management, LLC | 2.46% | Add +6.1% | 199,657 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -16.0% | 199,512 | $10.1M |
| Waverly Advisors, LLC | 0.07% | Reduce -17.8% | 183,323 | $9.3M |
| Equitable Holdings, Inc. | 0.06% | Reduce -12.7% | 181,867 | $9.2M |
| Worth Asset Management, LLC | 3.30% | New | 174,572 | $8.8M |
| Generation Capital Management LLC | 6.38% | Add +4.1% | 172,371 | $8.7M |
| Meridian Wealth Management, LLC | 0.31% | Add +6.2% | 170,670 | $8.6M |
| Seeds Investor LLC | 1.15% | Add +18.3% | 166,683 | $8.4M |
| Sovran Advisors, LLC | 0.66% | Add +2.4% | 166,110 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | Add +3522.7% | 164,760 | $8.3M |
| Landaas & Co. /Wi | 1.78% | Reduce -40.9% | 160,320 | $8.1M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -15.7% | 159,090 | $8.1M |
| Element Wealth, LLC | 3.32% | Reduce -7.5% | 158,119 | $8.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -10.6% | 156,296 | $7.9M |
| Hamel Associates, Inc. | 2.23% | Reduce -34.5% | 154,390 | $7.8M |
| Markin Asset Management, LP | 8.46% | Reduce -29.9% | 152,152 | $7.7M |
| Stonebridge Financial Group, LLC | 0.62% | Reduce -9.0% | 149,518 | $7.6M |
| Anderson Hoagland & Co. | 0.64% | Add +0.9% | 145,961 | $7.4M |
| Perigon Wealth Management, LLC | 0.13% | Add +1.4% | 144,795 | $7.3M |
| Sankala Group LLC | 6.00% | Add +0.6% | 144,678 | $7.3M |
| Cerity Partners LLC | 0.01% | Reduce -12.3% | 144,556 | $7.3M |
| Capital Wealth Alliance, LLC | 3.09% | Add +5.5% | 134,910 | $6.8M |
| MML Investors Services, LLC | 0.02% | Reduce -74.6% | 128,808 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.9% | 128,737 | $6.5M |
| Montecito Bank & Trust | 1.03% | Add +3.8% | 123,548 | $6.3M |
| Pioneer Wealth Management Group | 1.72% | Add +442.0% | 121,028 | $6.1M |
| SteelPeak Wealth, LLC | 0.19% | Reduce -7.5% | 117,397 | $5.9M |
| Sax Wealth Advisors, LLC | 0.29% | No change | 116,786 | $5.9M |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.