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 720 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
41,152
shares
|
$2.1 Million
1.61% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
40,433
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 80.64%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Nov 13, 2025 Q3 2025 |
40,026
shares
|
$2.04 Million
0.98% of portfolio
|
Q3 2025
Reduced 82.94%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
40,026
shares
|
$2.04 Million
0.18% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
39,834
shares
|
$2.03 Million
0.48% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
39,219
shares
|
$2 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
39,070
shares
|
$1.99 Million
0.15% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
38,802
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Reduced 35.92%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
38,761
shares
|
$1.98 Million
0.34% of portfolio
|
Q3 2025
Added 44.38%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
38,707
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
38,690
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
38,663
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
38,620
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
38,254
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
38,144
shares
|
$1.94 Million
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
37,353
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
37,027
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2025
Reduced 46.59%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
37,010
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
36,916
shares
|
$1.88 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
36,143
shares
|
$1.84 Million
0.22% of portfolio
|
Q3 2025
Reduced 36.23%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
35,712
shares
|
$1.82 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
34,966
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
34,627
shares
|
$1.76 Million
0.26% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
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%
|
|