Institutional Ownership Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT). We have compiled data on the 697 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
45,486
shares
|
$2.32 Million
3.57% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
45,210
shares
|
$2.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
45,006
shares
|
$2.29 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
44,924
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
44,681
shares
|
$2.28 Million
0.35% of portfolio
|
Q2 2023
Added 2.67%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
44,647
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
44,492
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
44,338
shares
|
$2.26 Million
0.39% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
43,264
shares
|
$2.21 Million
0.02% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,919
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
42,396
shares
|
$2.16 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,726
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2022
Added 5.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,251
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
41,007
shares
|
$2.09 Million
0.23% of portfolio
|
Q4 2024
Added 166.12%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
41,000
shares
|
$2.09 Million
1.25% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
40,962
shares
|
$2.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
40,870
shares
|
$2.08 Million
0.27% of portfolio
|
Q4 2024
Reduced 40.14%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
40,506
shares
|
$2.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 52.67%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
40,308
shares
|
$2.05 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
40,191
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
39,566
shares
|
$2.02 Million
0.21% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
39,242
shares
|
$2 Million
0.17% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
39,223
shares
|
$2 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
38,835
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
38,258
shares
|
$1.95 Million
1.53% of portfolio
|
Q4 2024
New holding
|