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 649 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,726
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2022
Added 5.78%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
41,007
shares
|
$2.09 Million
0.23% of portfolio
|
Q4 2024
Added 166.12%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
40,870
shares
|
$2.09 Million
0.27% of portfolio
|
Q4 2024
Reduced 40.14%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
40,716
shares
|
$2.08 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
40,402
shares
|
$2.06 Million
1.56% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
40,308
shares
|
$2.06 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
40,191
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
39,223
shares
|
$2 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
38,835
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
38,437
shares
|
$1.96 Million
0.26% of portfolio
|
Q3 2024
Reduced 67.24%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
38,333
shares
|
$1.96 Million
2.05% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
38,171
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2024
Added 182.85%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
37,974
shares
|
$1.94 Million
0.65% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
37,793
shares
|
$1.93 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,727
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
37,661
shares
|
$1.92 Million
0.19% of portfolio
|
Q3 2024
Reduced 75.12%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
37,164
shares
|
$1.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,989
shares
|
$1.89 Million
0.15% of portfolio
|
Q3 2024
Reduced 28.72%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
36,362
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35,835
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.66%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
35,727
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
35,569
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
35,449
shares
|
$1.81 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
34,249
shares
|
$1.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
34,093
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.4%
|