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 |
|---|---|---|---|---|---|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
37,793
shares
|
$1.93 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
37,372
shares
|
$1.9 Million
0.3% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
37,033
shares
|
$1.89 Million
0.17% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
36,702
shares
|
$1.87 Million
2.37% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
36,544
shares
|
$1.86 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Toews Corp
|
Feb 04, 2025 Q4 2024 |
36,437
shares
|
$1.86 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
35,569
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
34,249
shares
|
$1.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
34,093
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,707
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
33,485
shares
|
$1.71 Million
0.86% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
32,850
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
32,846
shares
|
$1.67 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
32,583
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
32,149
shares
|
$1.64 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
31,989
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
31,726
shares
|
$1.62 Million
0.99% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
31,689
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
31,657
shares
|
$1.61 Million
0.6% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
30,909
shares
|
$1.58 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
30,693
shares
|
$1.56 Million
0.06% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
30,615
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
30,549
shares
|
$1.56 Million
0.12% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
30,537
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
30,476
shares
|
$1.55 Million
0.65% of portfolio
|
Q4 2024
New holding
|