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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
23,621
shares
|
$1.2 Million
1.08% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,250
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
23,183
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
23,110
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2025
Added 65.81%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,866
shares
|
$1.17 Million
0.45% of portfolio
|
Q2 2022
Added 16.87%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
22,860
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
22,809
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
22,791
shares
|
$1.16 Million
0.4% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,731
shares
|
$1.16 Million
0.43% of portfolio
|
Q1 2024
Added 1051.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22,680
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.1%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
22,370
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.01%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
22,368
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,828
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
21,585
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
21,253
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
21,138
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2025
Added 25.6%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
21,062
shares
|
$1.07 Million
4.89% of portfolio
|
Q3 2023
Added 47.55%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
21,000
shares
|
$1.07 Million
0.39% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
20,903
shares
|
$1.07 Million
0.74% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
20,629
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2025
Added 249.11%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
20,555
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2025
Added 3.09%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
20,500
shares
|
$1.04 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
20,120
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2025
Reduced 13.91%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,935
shares
|
$1.02 Million
0.92% of portfolio
|
Q3 2025
Reduced 49.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
19,845
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|