Who Owns iShares Treasury Floating Rate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Treasury Floating Rate Bond ETF.
Who crossed 5% of TFLO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Midwest Financial Partners Investments, Inc.TRS FLT RT BD421K shadded | $21.3M |
| Weaver Consulting GroupTRS FLT RT BD391.2K shadded | $19.8M |
| Farther Finance Advisors, LLCETF381.3K shtrimmed | $19.3M |
| Castle Rock Wealth Management, LLCTRS FLT RT BD363.4K shadded | $18.4M |
| Legacy Wealth Asset Management, LLCTRS FLT RT BD228.2K shadded | $11.6M |
| Pioneer Wealth Management GroupTRS FLT RT BD112.6K shadded | $5.7M |
| Worth Asset Management, LLCETF111.1K shadded | $5.6M |
| Baring Financial LLCTRS FLT RT BD100.9K shadded | $5.1M |
| Tactive Advisors, LLCTRS FLT RT BD69.1K shadded | $3.5M |
| Intelligence Driven Advisers, LLCTRS FLT RT BD43.3K shadded | $2.2M |
| Wedmont Private CapitalTRS FLT RT BD14K shadded | $706.1K |
| Shira Ridge Wealth ManagementTRS FLT RT BD8.5K sh— | $428.8K |
| Athena Wealth Management, LLCTRS FLT RT BD8.4K shtrimmed | $423.4K |
| Apella Capital, LLCTRS FLT RT BD7.9K shheld | $397.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLCTRS FLT RT BD6K shheld | $306.1K |
| Taylor & Morgan Wealth Management, LLCTRS FLT RT BD5.9K shadded | $301.1K |
| Investors Research CorpTRS FLT RT BD4.1K shadded | $205.7K |
| Wealth Enhancement Trust Services, Inc.TRS FLT RT BD416 sh— | $21.1K |
| CoreCap Advisors, LLCETF350 shtrimmed | $17.7K |
| Central Pacific Bank - Trust DivisionTRS FLT RT BD182 shheld | $9.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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