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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,662
shares
|
$339,428
0.18% of portfolio
|
Q4 2024
Added 53.75%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
6,600
shares
|
$336,270
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,534
shares
|
$332,907
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
6,514
shares
|
$331,888
0.18% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,500
shares
|
$331,175
0.07% of portfolio
|
Q3 2020
Reduced 0.57%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
6,382
shares
|
$325,162
0.01% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,308
shares
|
$321,392
0.01% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,302
shares
|
$321,086
0.01% of portfolio
|
Q3 2024
Reduced 90.5%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
6,169
shares
|
$314,310
0.01% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
6,164
shares
|
$314,055
0.04% of portfolio
|
Q3 2023
Reduced 7.53%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,163
shares
|
$314,004
0.12% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,153
shares
|
$313,495
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
6,100
shares
|
$310,795
0.02% of portfolio
|
Q2 2023
Reduced 2.4%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
6,051
shares
|
$308,298
0.12% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,045
shares
|
$307,992
0.19% of portfolio
|
Q4 2022
Added 20.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
6,044
shares
|
$307,941
0.13% of portfolio
|
Q2 2024
Reduced 14.92%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,038
shares
|
$307,636
0.02% of portfolio
|
Q2 2024
Reduced 84.76%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
6,021
shares
|
$306,769
0.09% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$305,700
0.02% of portfolio
|
Q1 2022
Reduced 18.48%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$305,700
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
5,984
shares
|
$304,884
0.03% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
5,965
shares
|
$303,916
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
5,900
shares
|
$300,605
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
5,892
shares
|
$300,197
0.19% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,777
shares
|
$294,338
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|