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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
205,636
shares
|
$10.5 Million
0.4% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
201,725
shares
|
$10.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
199,746
shares
|
$10.2 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
198,521
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Added 51598.18%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
196,895
shares
|
$10 Million
1.38% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
192,735
shares
|
$9.82 Million
1.91% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.8 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
180,120
shares
|
$9.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
178,674
shares
|
$9.11 Million
2.42% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
177,171
shares
|
$9.03 Million
0.21% of portfolio
|
Q4 2024
Added 826.0%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Feb 13, 2025 Q4 2024 |
175,711
shares
|
$8.96 Million
5.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
173,747
shares
|
$8.86 Million
1.05% of portfolio
|
Q4 2024
Added 66.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
171,252
shares
|
$8.73 Million
0.02% of portfolio
|
Q4 2024
Added 75.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.69 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
166,469
shares
|
$8.48 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
163,261
shares
|
$8.32 Million
2.05% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
161,373
shares
|
$8.23 Million
0.08% of portfolio
|
Q4 2024
Added 29.76%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
158,988
shares
|
$8.1 Million
4.99% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
158,334
shares
|
$8.07 Million
0.56% of portfolio
|
Q4 2024
Reduced 16.66%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
157,244
shares
|
$8.01 Million
2.56% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
157,140
shares
|
$8.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
155,730
shares
|
$7.94 Million
1.82% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
153,187
shares
|
$7.81 Million
5.4% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
151,623
shares
|
$7.73 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
150,711
shares
|
$7.68 Million
2.03% of portfolio
|
Q4 2024
Added 6.0%
|