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 |
| Brookwood Investment Group LLC | 0.75% | Reduce -28.5% | 115,491 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.14% | Reduce -43.5% | 114,522 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -43.3% | 114,282 | $5.8M |
| Aquire Wealth Advisors, LLC | 1.49% | Add +59.7% | 111,810 | $5.7M |
| Split Rock Private Trading & Wealth Management, LLC | 4.34% | New | 110,807 | $5.6M |
| National Bank of Canada | 0.01% | New | 110,020 | $5.6M |
| First Manhattan Co. Llc. | 0.02% | New | 109,835 | $5.6M |
| Smith, Moore & Co. | 0.39% | Add +3.4% | 106,245 | $5.4M |
| Van Hulzen Asset Management, LLC | 0.39% | Reduce -2.5% | 104,167 | $5.3M |
| Lunt Capital Management, Inc. | 1.98% | Reduce -44.1% | 102,020 | $5.2M |
| New Capital Management LP | 1.26% | Reduce -0.9% | 100,678 | $5.1M |
| Gotham Asset Management | 0.02% | Reduce -20.4% | 100,656 | $5.1M |
| Financial Gravity Asset Management, Inc. | 0.88% | Add +1.1% | 97,346 | $4.9M |
| Baring Financial LLC | 3.00% | Add +6.4% | 96,730 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +37.6% | 95,592 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.9% | 95,077 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.8% | 92,730 | $4.7M |
| Wealthspire Retirement, LLC | 0.27% | Reduce -84.6% | 90,088 | $4.6M |
| PFS Partners, LLC | 2.00% | Reduce -20.8% | 86,296 | $4.4M |
| Oxbow Advisors, LLC | 0.38% | Reduce -41.8% | 86,100 | $4.4M |
| Friedenthal Financial | 2.18% | Add +9732.8% | 85,742 | $4.3M |
| Citadel Advisors | 0.00% | New | 85,518 | $4.3M |
| Disciplined Investments, LLC | 1.54% | Reduce -1.6% | 84,682 | $4.3M |
| Jacobson & Schmitt Advisors, LLC | 0.77% | Add +4.1% | 84,253 | $4.3M |
| Cadia Private Client LLC | 3.45% | Reduce -0.3% | 84,014 | $4.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.7% | 83,995 | $4.3M |
| Thomas J. Herzfeld Advisors, Inc. | 1.37% | Add +1678.2% | 79,468 | $4.0M |
| FWG Holdings, LLC | 1.52% | Reduce -3.3% | 79,515 | $4.0M |
| Strategic Blueprint, LLC | 0.23% | Add +22.5% | 78,757 | $4.0M |
| Yoder Wealth Management, Inc. | 1.81% | Add +47.6% | 78,352 | $4.0M |
| Mgo One Seven LLC | 0.08% | Add +7.3% | 78,023 | $4.0M |
| Hershey Financial Advisers, LLC | 3.27% | Reduce -4.3% | 74,870 | $3.8M |
| Invenio Wealth Partners LLC | 1.45% | Reduce -17.1% | 71,942 | $3.6M |
| Drive Wealth Management, LLC | 0.74% | Reduce -18.3% | 69,659 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -8.3% | 66,821 | $3.4M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -72.0% | 66,284 | $3.4M |
| Range Advisory, LLC | 0.62% | Reduce -7.2% | 66,059 | $3.3M |
| Guidance Capital, Inc. | 0.74% | Add +25.8% | 65,080 | $3.3M |
| Allworth Financial LP | 0.01% | Reduce -0.1% | 63,312 | $3.2M |
| Smart Money Group LLC | 0.93% | Add +10.7% | 63,090 | $3.2M |
| Money Concepts Capital Corp. | 0.17% | Add +48.0% | 61,232 | $3.1M |
| Littlejohn Financial Services, Inc. | 2.22% | Reduce -27.6% | 58,354 | $3.0M |
| Nilsine Partners, LLC | 0.22% | Reduce -16.6% | 56,071 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -63.4% | 54,910 | $2.8M |
| Mraz, Amerine & Associates, Inc. | 0.41% | Add +3.4% | 54,614 | $2.8M |
| Integrity Alliance, Llc. | 0.10% | Reduce -5.9% | 54,403 | $2.8M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -0.1% | 54,396 | $2.8M |
| Forthright Family Wealth Advisory LLC | 1.81% | New | 53,281 | $2.7M |
| Aspect Partners, LLC | 1.10% | Add +121.6% | 53,326 | $2.7M |
| IFS Advisors, LLC | 1.39% | Add +0.1% | 53,225 | $2.7M |
| Citigroup Inc. | 0.00% | Add +5.4% | 53,035 | $2.7M |
| Mattern Capital Management, LLC | 0.32% | New | 52,412 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.0% | 52,249 | $2.6M |
| Foundry Financial LLC | 1.09% | Add +278.6% | 50,782 | $2.6M |
| Professional Financial Advisors, LLC | 0.52% | Reduce -2.5% | 50,194 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Add +3.7% | 50,090 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.8% | 49,671 | $2.5M |
| Acumen Wealth Advisors, LLC | 0.67% | Add +109.6% | 49,242 | $2.5M |
| Heck Capital Advisors, LLC | 0.18% | Reduce -5.7% | 48,928 | $2.5M |
| Ignite Planners, LLC | 0.38% | Reduce -1.4% | 48,598 | $2.5M |
| EFG International AG | 0.05% | New | 48,026 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -16.6% | 47,092 | $2.4M |
| AQR Capital Management | 0.00% | Reduce -3.4% | 46,839 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.55% | Add +8.6% | 46,158 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -92.2% | 44,236 | $2.2M |
| Retirement Capital Strategies | 0.82% | Add +59.4% | 42,693 | $2.2M |
| Boston Family Office LLC | 0.14% | Reduce -7.0% | 41,945 | $2.1M |
| James Investment Research, Inc. | 0.23% | Reduce -4.0% | 41,276 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -15.8% | 40,804 | $2.1M |
| MPWM Advisory Solutions, LLC | 1.06% | Reduce -10.2% | 39,613 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +73.1% | 38,662 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.8% | 38,508 | $1.9M |
| Stephens Inc. | 0.02% | Reduce -12.2% | 38,351 | $1.9M |
| Lionshead Wealth Management, LLC | 1.42% | Reduce -8.2% | 38,196 | $1.9M |
| Burling Wealth Partners, LLC | 0.31% | Add +12.4% | 37,878 | $1.9M |
| Cravens & Co Advisors, LLC | 1.22% | Add +0.7% | 37,197 | $1.9M |
| Steele Capital Management, Inc. | 0.08% | Add +178.7% | 36,702 | $1.9M |
| Capital Advisor Network LLC | 2.59% | — | 36,554 | $1.9M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -1.6% | 35,868 | $1.8M |
| Spire Wealth Management | 0.06% | Add +38.0% | 35,656 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -50.5% | 35,645 | $1.8M |
| 3 Factor Indexing, LLC | 1.68% | — | 35,209 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -65.7% | 34,285 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +619.5% | 34,109 | $1.7M |
| Main Management LLC | 0.13% | Reduce -0.6% | 34,093 | $1.7M |
| Malaga Cove Capital, LLC | 0.62% | Add +1.1% | 34,076 | $1.7M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -1.9% | 33,573 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -30.2% | 33,094 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Reduce -48.0% | 32,968 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | New | 32,871 | $1.7M |
| Destination Wealth Management | 0.04% | Add +5.6% | 32,686 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.2% | 32,412 | $1.6M |
| AA Financial Advisors, LLC | 0.22% | New | 31,540 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +1237.0% | 31,179 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -10.6% | 30,804 | $1.6M |
| Parisi Gray Wealth Management | 0.36% | Reduce -26.4% | 30,092 | $1.5M |
| Choreo, LLC | 0.02% | Add +40.6% | 29,998 | $1.5M |
| Trek Financial, LLC | 0.08% | Add +3.3% | 28,280 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.6% | 27,936 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +278.9% | 26,937 | $1.4M |
| Strategic Financial Concepts, LLC | 0.33% | Add +45.9% | 26,525 | $1.3M |
| Prostatis Group LLC | 0.34% | Reduce -14.7% | 26,122 | $1.3M |
| MFA Wealth Services | 0.87% | Add +3.3% | 25,829 | $1.3M |
| Parkwoods Wealth Partners, LLC | 0.32% | Add +24.3% | 25,492 | $1.3M |
| Chris Bulman Inc | 0.56% | Reduce -8.1% | 25,273 | $1.3M |
| Advisory Advocates, LLC | 1.30% | Add +61.5% | 25,171 | $1.3M |
| Haverford Trust Co | 0.01% | Reduce -4.9% | 25,069 | $1.3M |
| Maridea Wealth Management LLC | 0.18% | Add +12.1% | 25,033 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -31.7% | 24,461 | $1.2M |
| Secure Asset Management, LLC | 0.19% | Reduce -0.8% | 23,857 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -48.4% | 23,568 | $1.2M |
| Darden Wealth Group Inc | 0.61% | Reduce -0.9% | 23,536 | $1.2M |
| Measured Risk Portfolios, Inc. | 1.22% | Add +4.3% | 21,892 | $1.1M |
| Two Sigma Securities, LLC | 0.13% | New | 21,887 | $1.1M |
| Landing Point Financial Group, LLC | 0.54% | New | 21,878 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -7.9% | 21,860 | $1.1M |
| Indivisible Partners | 0.10% | Add +78.9% | 21,373 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -18.2% | 21,040 | $1.1M |
| Keebeck Wealth Management | 0.12% | No change | 20,791 | $1.1M |
| Two West Capital Advisors LLC | 0.56% | Add +0.8% | 20,783 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +39.1% | 20,131 | $1.0M |
| Price Capital Management, Inc. | 14.37% | New | 20,000 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -1.4% | 19,678 | $996K |
| Moneco Advisors, LLC | 0.08% | Add +2.8% | 19,568 | $991K |
| &partners | 0.00% | Add +144.8% | 19,392 | $982K |
| IHT Wealth Management, LLC | 0.02% | Add +47.7% | 18,565 | $940K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -47.0% | 18,432 | $933K |
| Grey Ledge Advisors, LLC | 0.21% | Add +0.0% | 18,205 | $922K |
| Sykon Capital LLC | 0.31% | Reduce -8.2% | 18,189 | $921K |
| CFO4Life Group, LLC | 0.14% | Add +3.5% | 18,174 | $920K |
| HCR Wealth Advisors | 0.10% | No change | 18,125 | $918K |
| BTS Asset Management, Inc. | 3.47% | Reduce -0.9% | 17,758 | $899K |
| Centurion Wealth Management LLC | 0.20% | Reduce -40.7% | 17,184 | $870K |
| Intelligence Driven Advisers, LLC | 0.15% | Add +68.8% | 17,044 | $863K |
| Regal Investment Advisors LLC | 0.05% | Add +14.0% | 16,803 | $851K |
| Liberty Wealth Management LLC | 0.10% | Add +105.1% | 16,469 | $834K |
| Balboa Wealth Partners | 0.14% | No change | 16,420 | $831K |
| Clear Creek Financial Management, LLC | 0.06% | New | 16,004 | $810K |
| Arkadios Wealth Advisors | 0.01% | Reduce -15.3% | 15,142 | $767K |
| Potomac Fund Management Inc. | 0.03% | Add +18.4% | 14,895 | $754K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 14,802 | $749K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 14,733 | $746K |
| Cypress Capital, LLC | 0.20% | Reduce -90.8% | 14,102 | $714K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 14,090 | $713K |
| MAI Capital Management | 0.00% | Reduce -9.6% | 13,995 | $709K |
| Principal Securities, Inc. | 0.01% | Add +3.6% | 13,957 | $707K |
| Flow Traders U.S. LLC | 0.02% | Reduce -65.4% | 13,904 | $704K |
| Slow Capital, Inc. | 0.09% | Reduce -45.1% | 13,686 | $693K |
| GTS Securities LLC | 0.02% | Reduce -46.9% | 13,509 | $684K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.9% | 13,267 | $672K |
| WESPAC Advisors, LLC | 0.37% | Reduce -17.5% | 13,240 | $670K |
| Keystone Financial Group | 0.05% | Add +0.6% | 13,154 | $666K |
| Ieq Capital, LLC | 0.00% | No change | 13,064 | $661K |
| Arax Advisory Partners | 0.02% | Add +16626.9% | 13,047 | $661K |
| Harbour Investments, Inc. | 0.01% | Add +212.5% | 12,820 | $649K |
| HUB Investment Partners, LLC | 0.02% | Reduce -23.3% | 12,735 | $645K |
| MRP Capital Investments, LLC | 0.56% | Add +62.8% | 12,700 | $643K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +0.6% | 12,642 | $640K |
| Merit Financial Group, LLC | 0.00% | Add +0.6% | 12,335 | $625K |
| Calton & Associates, Inc. | 0.09% | Reduce -27.9% | 12,226 | $619K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -67.0% | 12,029 | $609K |
| Global Assets Advisory, LLC | 0.17% | New | 12,764 | $602K |
| AllGen Financial Advisors, Inc. | 0.14% | New | 11,704 | $593K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -30.8% | 11,623 | $588K |
| Tidemark, LLC | 0.15% | Add +11.7% | 11,589 | $587K |
| Diversify Wealth Management, LLC | 0.01% | New | 11,537 | $584K |
| Simplicity Wealth,LLC | 0.03% | Reduce -5.6% | 11,435 | $579K |
| SVB Wealth LLC | 0.04% | Reduce -24.9% | 11,379 | $576K |
| Spirepoint Private Client, LLC | 0.05% | No change | 11,199 | $567K |
| Advyzon Investment Management, LLC | 0.05% | New | 11,155 | $565K |
| Centaurus Financial, Inc. | 0.03% | Reduce -8.6% | 11,144 | $564K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +23.1% | 10,979 | $556K |
| Valmark Advisers, Inc. | 0.01% | Reduce -13.2% | 10,672 | $540K |
| Eagle Global Advisors LLC | 0.02% | Reduce -30.1% | 10,562 | $535K |
| Evergreen Wealth Partners LLC | 0.41% | Add +0.0% | 10,505 | $532K |
| Invested Advisors | 0.53% | Add +3.9% | 10,388 | $526K |
| Truist Financial Corp. | 0.00% | Reduce -3.5% | 10,155 | $514K |
| Blue Line Capital, LLC / IL | 0.57% | Reduce -53.9% | 10,032 | $508K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -25.0% | 10,026 | $508K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -9.8% | 9,616 | $487K |
| Robinson Smith Wealth Advisors LLC | 0.33% | Reduce -48.3% | 9,537 | $483K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.4% | 9,509 | $481K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.1% | 9,454 | $479K |
| Tactive Advisors, LLC | 0.13% | Reduce -19.4% | 9,280 | $470K |
| UMB Bank, n.a. | 0.01% | Add +109.0% | 9,092 | $460K |
| Milestone Asset Management, LLC | 0.08% | Reduce -88.8% | 9,076 | $460K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,987 | $455K |
| Accelerate Investment Advisors LLC | 0.30% | Add +2.7% | 8,752 | $443K |
| Inspire Advisors, LLC | 0.04% | New | 8,613 | $436K |
| RFG Advisory, LLC | 0.01% | Reduce -10.9% | 8,557 | $433K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -4.5% | 8,425 | $427K |
| Adams Wealth Management | 0.09% | Reduce -20.3% | 8,383 | $424K |
| CacheTech Inc. | 0.08% | Reduce -20.3% | 8,383 | $424K |
| Brown Advisory Inc. | 0.00% | Add +3.3% | 8,352 | $423K |
| HRT Financial LP | 0.00% | New | 8,186 | $414K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.0% | 8,173 | $414K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -14.9% | 8,077 | $409K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.0% | 7,860 | $398K |
| Apella Capital, LLC | 0.01% | New | 7,867 | $398K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -6.0% | 7,856 | $398K |
| Summit Wealth Group LLC / Co. | 0.04% | Add +1.0% | 7,795 | $395K |
| Magnolia Capital Advisors LLC | 0.08% | Reduce -95.0% | 7,784 | $394K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -0.4% | 7,720 | $391K |
| Avior Wealth Management, LLC | 0.01% | Add +61.6% | 7,513 | $380K |
| Old Mission Capital LLC | 0.01% | New | 7,438 | $377K |
| Busey Bank | 0.01% | No change | 7,332 | $371K |
| Mather Group, Llc. | 0.00% | Reduce -0.1% | 7,244 | $367K |
| Savvy Advisors, Inc. | 0.01% | Reduce -8.0% | 7,219 | $365K |
| Richardson Financial Services Inc. | 0.23% | Reduce -2.5% | 7,213 | $365K |
| Strait & Sound Wealth Management LLC | 0.14% | Add +1.9% | 7,030 | $356K |
| Focus Partners Wealth | 0.00% | New | 6,890 | $349K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -5.5% | 6,750 | $342K |
| Ascentis Independent Advisors | 0.03% | New | 6,738 | $341K |
| Bigelow Investment Advisors, LLC | 0.14% | Reduce -27.4% | 6,705 | $339K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -53.4% | 6,692 | $339K |
| Sound Income Strategies, LLC | 0.02% | New | 6,526 | $329K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -24.4% | 6,301 | $319K |
| Private Trust Co. NA | 0.03% | Reduce -31.5% | 6,234 | $316K |
| Boomfish Wealth Group, LLC | 0.17% | No change | 6,180 | $313K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.14% | Reduce -89.8% | 6,092 | $308K |
| Winebrenner Capital Management LLC | 0.20% | No change | 6,042 | $306K |
| Taylor & Morgan Wealth Management, LLC | 0.17% | Reduce -7.7% | 5,917 | $300K |
| Nwam LLC | 0.02% | Add +1.6% | 5,805 | $294K |
| Great Oak Capital Partners, LLC | 0.07% | Add +34.3% | 5,754 | $291K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -45.4% | 5,670 | $287K |
| Proficio Capital Partners LLC | 0.02% | No change | 5,615 | $284K |
| Talon Private Wealth, LLC | 0.04% | — | 5,577 | $282K |
| Navalign, LLC | 0.07% | No change | 5,550 | $281K |
| GC Wealth Management RIA, LLC | 0.01% | Add +6.1% | 5,478 | $277K |
| Kingsview Wealth Management, LLC | 0.00% | New | 5,366 | $272K |
| PFG Investments, LLC | 0.01% | Add +14.3% | 5,345 | $271K |
| Wedmont Private Capital | 0.01% | New | 5,338 | $270K |
| Stablepoint Partners, LLC | 0.04% | New | 5,308 | $269K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | Reduce -35.5% | 5,280 | $267K |
| D.A. Davidson & Co. | 0.00% | Reduce -58.8% | 5,109 | $259K |
| GWN Securities Inc. | 0.05% | Add +16.8% | 5,076 | $257K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.8% | 5,069 | $256K |
| PKS Advisory Services, LLC | 0.06% | Reduce -14.6% | 4,813 | $244K |
| Copia Wealth Management | 0.17% | Reduce -40.0% | 4,809 | $243K |
| Fiduciary Financial Group, LLC | 0.03% | Reduce -12.5% | 4,806 | $243K |
| Visionary Wealth Advisors | 0.01% | New | 4,723 | $239K |
| Madison Asset Management, LLC | 0.00% | Reduce -31.6% | 4,503 | $228K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,478 | $227K |
| Cyr Financial Inc. | 0.13% | Add +1.7% | 4,380 | $222K |
| Western Wealth Management, LLC | 0.01% | Add +0.8% | 4,338 | $220K |
| Sowell Financial Services LLC | 0.01% | No change | 4,296 | $218K |
| Advisor Resource Council | 0.09% | No change | 4,278 | $217K |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.6% | 4,275 | $216K |
| Independent Advisor Alliance | 0.00% | New | 4,258 | $216K |
| Ascent Advisors, LLC | 0.39% | — | 3,063 | $214K |
| ONE Advisory Partners, LLC | 0.07% | Add +5.0% | 4,210 | $213K |
| World Investment Advisors | 0.00% | Reduce -16.4% | 4,183 | $212K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 4,140 | $210K |
| Stirlingshire Investments, Inc. | 0.18% | Add +0.6% | 4,126 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 4,110 | $208K |
| BDFS Capital LLC | 0.10% | Reduce -1.6% | 4,099 | $208K |
| Mainsail Asset Management, LLC | 0.09% | Add +0.3% | 4,048 | $205K |
| Private Client Services, LLC | 0.06% | New | 4,002 | $203K |
| Vontobel Holding Ltd. | 0.00% | New | 4,000 | $203K |
| Cornerstone Financial Management LLC | 0.18% | Reduce -27.6% | 3,830 | $194K |
| IFG Advisory, LLC | 0.55% | Reduce -88.8% | 3,756 | $190K |
| Investors Research Corp | 0.04% | Add +3.1% | 3,744 | $190K |
| Rossby Financial, LCC | 0.04% | Add +766.1% | 3,369 | $170K |
| Legacy Wealth Managment, LLC | 0.07% | No change | 2,744 | $139K |
| Addison Advisors LLC | 0.03% | No change | 2,731 | $138K |
| MV Capital Management, Inc. | 0.01% | Add +10.8% | 2,636 | $133K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.5% | 2,560 | $130K |
| Blue Trust, Inc. | 0.00% | No change | 2,500 | $127K |
| Founders Financial Alliance, LLC | 0.02% | Add +3.3% | 2,193 | $111K |
| Ares Financial Consulting, LLC | 0.07% | No change | 1,785 | $90K |
| Ancora Advisors LLC | 0.00% | Reduce -19.0% | 1,663 | $84K |
| Vision Retirement, LLC | 0.02% | Reduce -53.1% | 1,387 | $70K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,365 | $69K |
| Innovative Asset Advisors Group, LLC | 0.04% | — | 1,350 | $68K |
| WealthShield Partners, LLC | 0.01% | Reduce -17.5% | 1,338 | $68K |
| Gables Capital Management Inc. | 0.03% | No change | 1,323 | $67K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -17.7% | 1,320 | $67K |
| CX Institutional | 0.00% | Add +0.6% | 1,195 | $61K |
| Strive Financial Group ,LLC | 0.03% | New | 1,088 | $55K |
| Clark Wealth Partners | 0.04% | Add +0.6% | 1,063 | $54K |
| Scarborough Advisors, LLC | 0.00% | Add +0.4% | 729 | $37K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +15.0% | 636 | $32K |
| Evolution Wealth Management Inc. | 0.02% | No change | 626 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 596 | $30K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 473 | $24K |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 373 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +3.1% | 368 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.2% | 358 | $18K |
| NBT Bank, N.A. | 0.00% | Add +586.0% | 343 | $17K |
| Lanark Financial, Inc. | 0.00% | New | 310 | $16K |
| FMR LLC | 0.00% | Add +36.8% | 197 | $10K |
| Signature Equity Partners, LLC | 0.01% | Reduce -46.0% | 195 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 182 | $9K |
| Prosperity Bancshares Inc | 0.01% | No change | 145 | $7K |
| WestEnd Advisors, LLC | 0.00% | No change | 135 | $7K |
| Retiremitten Financial LLC | 0.00% | — | 128 | $6K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 126 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 100 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 94 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 84 | $4K |
| Triumph Capital Management | 0.00% | No change | 80 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 69 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 63 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 62 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 47 | $2K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 31 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 29 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +13.6% | 25 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 24 | $1K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 14 | $709 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -90.6% | 13 | $610 |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $397 |
| Essential Partners LLC | 0.00% | No change | 3 | $152 |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $152 |
| Synergy Investment Management, LLC | 0.00% | New | 1 | $51 |
"% of holder's portfolio" is TFLO's weight in each manager's 13F, not the share of iShares Treasury Floating Ra the manager owns.