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 714 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
40,433
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 80.64%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
40,026
shares
|
$2.04 Million
0.18% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Nov 13, 2025 Q3 2025 |
40,026
shares
|
$2.04 Million
0.98% of portfolio
|
Q3 2025
Reduced 82.94%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
39,834
shares
|
$2.03 Million
0.48% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
39,219
shares
|
$2 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
39,070
shares
|
$1.99 Million
0.15% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
38,802
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Reduced 35.92%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
38,761
shares
|
$1.98 Million
0.34% of portfolio
|
Q3 2025
Added 44.38%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
38,707
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
38,690
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
38,663
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
38,620
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
38,531
shares
|
$1.96 Million
0.44% of portfolio
|
Q4 2025
Added 4.37%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
38,254
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
38,144
shares
|
$1.94 Million
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
37,353
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
37,010
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Fin Capital, Inc.
|
Jan 23, 2026 Q4 2025 |
36,628
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2025
Added 12.48%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
36,143
shares
|
$1.84 Million
0.22% of portfolio
|
Q3 2025
Reduced 36.23%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
35,712
shares
|
$1.82 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
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%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
34,139
shares
|
$1.74 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
34,115
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
Added 56.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
33,981
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2025
Reduced 12.13%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
33,966
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 12.68%
|
|