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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
12,901
shares
|
$657,563
0.6% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
12,865
shares
|
$655,729
0.31% of portfolio
|
Q4 2024
Added 56.02%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
12,730
shares
|
$648,848
0.56% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
12,669
shares
|
$645,738
0.31% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
12,662
shares
|
$645,382
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,548
shares
|
$639,571
0.0% of portfolio
|
Q4 2024
Added 103.93%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
12,490
shares
|
$636,615
0.35% of portfolio
|
Q4 2024
Added 83.22%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,440
shares
|
$634,066
0.32% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
12,420
shares
|
$633,047
0.24% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,357
shares
|
$629,836
0.02% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,228
shares
|
$623,261
0.01% of portfolio
|
Q4 2024
Added 46.39%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
12,199
shares
|
$621,783
0.31% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
11,900
shares
|
$606,543
0.05% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
11,770
shares
|
$599,916
0.14% of portfolio
|
Q4 2024
Added 143.94%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
11,716
shares
|
$597,164
0.11% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
11,628
shares
|
$592,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,402
shares
|
$581,159
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
11,338
shares
|
$577,897
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,265
shares
|
$574,177
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
11,251
shares
|
$573,463
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,247
shares
|
$573,259
0.07% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
11,225
shares
|
$572,138
0.01% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,994
shares
|
$560,364
0.16% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
10,912
shares
|
$556,184
0.13% of portfolio
|
Q4 2024
Added 54.6%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
10,867
shares
|
$553,890
0.06% of portfolio
|
Q4 2024
Added 27.64%
|