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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
15,823
shares
|
$806,498
0.31% of portfolio
|
Q4 2025
Added 15.81%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
15,755
shares
|
$803,032
0.1% of portfolio
|
Q3 2025
Reduced 43.65%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
15,670
shares
|
$798,699
0.44% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
15,599
shares
|
$795,081
0.02% of portfolio
|
Q4 2025
Added 20.74%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
15,570
shares
|
$793,602
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,509
shares
|
$790,493
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
15,216
shares
|
$775,559
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,019
shares
|
$765,518
0.13% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
14,967
shares
|
$762,867
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
14,767
shares
|
$752,673
1.3% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
14,614
shares
|
$744,875
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,608
shares
|
$744,569
0.02% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,572
shares
|
$742,734
0.91% of portfolio
|
Q3 2022
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
14,567
shares
|
$742,479
0.03% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
14,404
shares
|
$734,171
0.01% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Schwab Charitable Fund
|
Jan 22, 2026 Q4 2025 |
14,388
shares
|
$733,356
0.02% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
14,388
shares
|
$733,356
0.05% of portfolio
|
Q3 2025
Reduced 57.51%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
14,355
shares
|
$731,674
0.05% of portfolio
|
Q3 2025
Reduced 87.87%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
14,305
shares
|
$729,125
0.35% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
14,115
shares
|
$719,441
0.0% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
14,028
shares
|
$715,007
0.02% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
13,957
shares
|
$711,388
0.01% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
13,889
shares
|
$707,922
0.59% of portfolio
|
Q4 2025
Reduced 54.85%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
13,753
shares
|
$700,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
13,744
shares
|
$700,531
0.17% of portfolio
|
Q1 2025
New holding
|
|