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 |
|---|---|---|---|---|---|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
89,346
shares
|
$4.55 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
88,980
shares
|
$4.54 Million
0.35% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
87,890
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2023
Reduced 36.86%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
86,827
shares
|
$4.43 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
85,853
shares
|
$4.38 Million
1.34% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
85,630
shares
|
$4.36 Million
0.01% of portfolio
|
Q4 2024
Added 68.25%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
85,571
shares
|
$4.36 Million
1.34% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
84,717
shares
|
$4.32 Million
0.5% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
83,843
shares
|
$4.27 Million
3.12% of portfolio
|
Q4 2024
Added 107.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
83,819
shares
|
$4.27 Million
0.26% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
83,392
shares
|
$4.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
82,886
shares
|
$4.22 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
82,235
shares
|
$4.19 Million
0.61% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
82,153
shares
|
$4.19 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
81,483
shares
|
$4.15 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
80,528
shares
|
$4.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
78,427
shares
|
$4 Million
0.35% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,378
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.17%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
78,341
shares
|
$3.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.75%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
78,268
shares
|
$3.99 Million
0.14% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
77,626
shares
|
$3.96 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
76,704
shares
|
$3.91 Million
4.11% of portfolio
|
Q2 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
76,460
shares
|
$3.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
74,232
shares
|
$3.78 Million
1.3% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
72,878
shares
|
$3.71 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.35%
|