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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,200
shares
|
$7.66 Million
0.04% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
149,565
shares
|
$7.62 Million
5.57% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
146,627
shares
|
$7.47 Million
1.66% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
145,991
shares
|
$7.44 Million
0.84% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
144,076
shares
|
$7.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
143,635
shares
|
$7.32 Million
0.34% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
143,056
shares
|
$7.29 Million
3.71% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
141,133
shares
|
$7.19 Million
6.68% of portfolio
|
Q3 2022
Added 6.97%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
138,651
shares
|
$7.07 Million
5.48% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
138,255
shares
|
$7.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
136,035
shares
|
$6.93 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
131,983
shares
|
$6.73 Million
1.51% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
129,847
shares
|
$6.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
129,348
shares
|
$6.59 Million
0.06% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
129,290
shares
|
$6.59 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
128,813
shares
|
$6.57 Million
2.45% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
127,899
shares
|
$6.52 Million
0.38% of portfolio
|
Q4 2024
Added 352.02%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
126,198
shares
|
$6.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
125,954
shares
|
$6.42 Million
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
125,665
shares
|
$6.41 Million
0.51% of portfolio
|
Q4 2024
Added 152.98%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
125,532
shares
|
$6.4 Million
1.07% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
124,980
shares
|
$6.37 Million
3.24% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
122,912
shares
|
$6.26 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
117,625
shares
|
$6 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
116,998
shares
|
$5.96 Million
1.91% of portfolio
|
Q4 2024
Added 1.04%
|