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 643 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,572
shares
|
$742,443
0.91% of portfolio
|
Q3 2022
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
14,562
shares
|
$741,933
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
14,432
shares
|
$735,310
0.52% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
14,378
shares
|
$732,559
0.02% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
14,350
shares
|
$731,132
0.04% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
14,213
shares
|
$724,152
0.46% of portfolio
|
Q3 2024
Reduced 54.86%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
14,175
shares
|
$722,216
0.31% of portfolio
|
Q1 2024
Reduced 63.29%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
14,086
shares
|
$717,681
0.37% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,893
shares
|
$707,848
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13,862
shares
|
$706,268
0.14% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
13,593
shares
|
$692,563
0.05% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
13,592
shares
|
$692,512
0.39% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
13,512
shares
|
$688,436
0.52% of portfolio
|
Q3 2024
Added 46.87%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
13,462
shares
|
$685,888
0.01% of portfolio
|
Q3 2024
Added 50.28%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
13,444
shares
|
$684,971
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
13,418
shares
|
$683,647
0.55% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
13,158
shares
|
$670,400
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
13,132
shares
|
$669,075
0.37% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
13,129
shares
|
$668,922
0.12% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,100
shares
|
$667,445
0.04% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
12,909
shares
|
$657,713
0.36% of portfolio
|
Q3 2024
Added 63.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,836
shares
|
$653,994
0.06% of portfolio
|
Q3 2024
Added 896.58%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,806
shares
|
$652,465
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
12,793
shares
|
$651,803
0.04% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
12,769
shares
|
$650,580
0.33% of portfolio
|
Q3 2024
Reduced 1.97%
|