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 724 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
890,506
shares
|
$45.4 Million
0.07% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
849,051
shares
|
$43.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 38.4%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
807,198
shares
|
$41.1 Million
1.72% of portfolio
|
Q1 2023
Added 10.58%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
786,383
shares
|
$40.1 Million
0.07% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
780,000
shares
|
$39.8 Million
0.81% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
766,815
shares
|
$39.1 Million
2.36% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
745,104
shares
|
$38 Million
13.19% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
707,462
shares
|
$36.1 Million
7.9% of portfolio
|
Q3 2025
Added 772.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
631,528
shares
|
$32.2 Million
0.04% of portfolio
|
Q3 2024
Added 103.6%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
624,333
shares
|
$31.8 Million
3.31% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
607,095
shares
|
$30.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
596,689
shares
|
$30.4 Million
3.88% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
561,528
shares
|
$28.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
560,175
shares
|
$28.6 Million
4.81% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
557,715
shares
|
$28.4 Million
4.6% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
551,683
shares
|
$28.1 Million
0.8% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
541,057
shares
|
$27.6 Million
0.08% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
509,191
shares
|
$26 Million
3.66% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
506,209
shares
|
$25.8 Million
4.51% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
494,284
shares
|
$25.2 Million
1.57% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
471,757
shares
|
$24 Million
2.0% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
458,988
shares
|
$23.4 Million
0.03% of portfolio
|
Q3 2025
Added 34.44%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
458,406
shares
|
$23.4 Million
2.59% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
439,420
shares
|
$22.4 Million
8.73% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
432,756
shares
|
$22.1 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.83%
|
|