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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
10,200
shares
|
$519,894
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
10,195
shares
|
$519,639
0.34% of portfolio
|
Q3 2025
Added 34.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,066
shares
|
$513,064
0.0% of portfolio
|
Q3 2025
Reduced 28.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,829
shares
|
$500,984
0.04% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
9,673
shares
|
$493,032
0.04% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
9,551
shares
|
$486,814
0.11% of portfolio
|
Q4 2025
Reduced 3.99%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
9,535
shares
|
$485,998
0.04% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
9,420
shares
|
$480,137
0.21% of portfolio
|
Q1 2024
Reduced 9.6%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,347
shares
|
$476,416
0.07% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,255
shares
|
$471,727
0.11% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
9,253
shares
|
$471,625
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,220
shares
|
$469,943
0.01% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
9,068
shares
|
$462,195
0.09% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
9,020
shares
|
$459,749
0.01% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
8,956
shares
|
$456,487
0.19% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
8,870
shares
|
$452,103
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
8,841
shares
|
$450,625
0.08% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,795
shares
|
$448,281
0.01% of portfolio
|
Q2 2023
Reduced 31.07%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
8,773
shares
|
$447,159
0.01% of portfolio
|
Q4 2025
Reduced 9.1%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
8,645
shares
|
$440,635
0.16% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,514
shares
|
$433,958
0.03% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,485
shares
|
$432,480
0.01% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,375
shares
|
$426,873
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,343
shares
|
$425,242
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
8,287
shares
|
$422,388
0.31% of portfolio
|
Q3 2025
Reduced 1.31%
|
|