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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
819,028
shares
|
$41.7 Million
5.35% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
807,198
shares
|
$41.1 Million
1.72% of portfolio
|
Q1 2023
Added 10.58%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
750,210
shares
|
$38.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 70.05%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
721,221
shares
|
$36.8 Million
4.3% of portfolio
|
Q4 2024
Added 80.79%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
700,442
shares
|
$35.7 Million
5.66% of portfolio
|
Q4 2024
Added 145.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
675,651
shares
|
$34.4 Million
0.12% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
655,173
shares
|
$33.4 Million
5.3% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
641,040
shares
|
$32.7 Million
3.86% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
631,528
shares
|
$32.2 Million
0.04% of portfolio
|
Q3 2024
Added 103.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
563,239
shares
|
$28.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
483,166
shares
|
$24.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
479,833
shares
|
$24.5 Million
0.77% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
472,429
shares
|
$24.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
471,757
shares
|
$24 Million
2.0% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
465,264
shares
|
$23.7 Million
0.03% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
456,495
shares
|
$23.3 Million
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
432,756
shares
|
$22.1 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
427,040
shares
|
$21.8 Million
1.67% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
417,865
shares
|
$21.3 Million
0.06% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
386,856
shares
|
$19.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
382,713
shares
|
$19.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
376,729
shares
|
$19.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
366,751
shares
|
$18.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
364,164
shares
|
$18.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
358,717
shares
|
$18.3 Million
0.03% of portfolio
|
Q4 2024
Added 31.5%
|