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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,795
shares
|
$448,281
0.01% of portfolio
|
Q2 2023
Reduced 31.07%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
8,645
shares
|
$440,635
0.16% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,514
shares
|
$433,958
0.03% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,485
shares
|
$432,480
0.01% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,375
shares
|
$426,873
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,343
shares
|
$425,242
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
8,287
shares
|
$422,388
0.31% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
8,262
shares
|
$421,114
0.17% of portfolio
|
Q3 2025
Added 63.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
8,093
shares
|
$412,500
0.07% of portfolio
|
Q3 2025
Added 107.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,042
shares
|
$409,900
0.0% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
8,014
shares
|
$408,473
0.26% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,995
shares
|
$407,505
0.0% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,926
shares
|
$403,988
0.01% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
7,885
shares
|
$401,898
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
7,760
shares
|
$395,527
0.07% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
7,736
shares
|
$394,303
0.67% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
7,650
shares
|
$389,920
0.0% of portfolio
|
Q3 2025
Reduced 26.44%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,633
shares
|
$389,054
0.27% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
7,610
shares
|
$387,881
0.19% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
7,585
shares
|
$386,607
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,559
shares
|
$385,282
0.04% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,447
shares
|
$379,573
0.0% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,443
shares
|
$379,369
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
7,430
shares
|
$378,707
0.1% of portfolio
|
Q2 2024
Reduced 18.35%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
7,409
shares
|
$377,636
0.06% of portfolio
|
Q3 2025
Added 1.9%
|
|