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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
70,931
shares
|
$3.62 Million
1.77% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
70,751
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
70,000
shares
|
$3.57 Million
4.68% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
69,140
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
67,930
shares
|
$3.46 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
67,747
shares
|
$3.45 Million
0.14% of portfolio
|
Q2 2020
Added 2.64%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
65,255
shares
|
$3.33 Million
4.0% of portfolio
|
Q2 2022
Reduced 2.22%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
64,902
shares
|
$3.31 Million
4.16% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
64,594
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 71.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
63,418
shares
|
$3.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
63,397
shares
|
$3.23 Million
0.6% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
63,397
shares
|
$3.23 Million
0.67% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
62,908
shares
|
$3.21 Million
0.1% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
60,629
shares
|
$3.09 Million
0.22% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
59,753
shares
|
$3.05 Million
0.6% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
58,913
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
58,701
shares
|
$2.99 Million
2.95% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
57,762
shares
|
$2.94 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
57,168
shares
|
$2.91 Million
0.08% of portfolio
|
Q1 2024
Reduced 50.9%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
56,187
shares
|
$2.86 Million
0.79% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
54,999
shares
|
$2.8 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
54,636
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
54,522
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
54,291
shares
|
$2.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.77%
|