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 |
|---|---|---|---|---|---|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
13,670
shares
|
$696,759
0.26% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
13,648
shares
|
$695,638
0.28% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
13,645
shares
|
$695,485
0.01% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
13,395
shares
|
$682,743
0.05% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
13,332
shares
|
$679,532
0.02% of portfolio
|
Q4 2025
Reduced 6.07%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
13,301
shares
|
$677,951
0.01% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,295
shares
|
$677,646
0.01% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,100
shares
|
$667,707
0.04% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
12,988
shares
|
$661,998
0.27% of portfolio
|
Q2 2025
Reduced 29.54%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
12,971
shares
|
$661,131
1.41% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
12,965
shares
|
$660,826
0.11% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
12,960
shares
|
$660,571
0.01% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
12,901
shares
|
$657,563
0.6% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,840
shares
|
$654,454
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
12,820
shares
|
$653,435
0.0% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
12,815
shares
|
$653,180
0.05% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
12,777
shares
|
$651,243
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
12,562
shares
|
$640,285
0.02% of portfolio
|
Q4 2025
Reduced 8.87%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,440
shares
|
$634,066
0.32% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,423
shares
|
$633,200
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
12,277
shares
|
$625,758
0.43% of portfolio
|
Q1 2025
Reduced 67.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
12,231
shares
|
$623,414
0.04% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
12,210
shares
|
$622,343
0.19% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
12,155
shares
|
$619,540
0.44% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
12,066
shares
|
$615,004
0.04% of portfolio
|
Q4 2025
Added 1.6%
|
|