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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
5,774
shares
|
$294,185
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
5,736
shares
|
$292,249
0.1% of portfolio
|
Q1 2024
Reduced 43.53%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
5,653
shares
|
$288,020
0.01% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
5,555
shares
|
$283,027
0.03% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,535
shares
|
$282,008
0.02% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
5,528
shares
|
$281,651
0.02% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,418
shares
|
$276,047
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,389
shares
|
$274,569
0.05% of portfolio
|
Q3 2024
Reduced 98.11%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,381
shares
|
$274,161
0.04% of portfolio
|
Q3 2024
Reduced 78.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,368
shares
|
$273,499
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
5,359
shares
|
$273,041
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
5,355
shares
|
$272,837
0.14% of portfolio
|
Q4 2023
Reduced 9.86%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,338
shares
|
$271,971
0.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
5,319
shares
|
$271,003
0.08% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,282
shares
|
$269,117
0.0% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,260
shares
|
$267,997
0.05% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,186
shares
|
$264,226
0.05% of portfolio
|
Q1 2024
Reduced 91.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5,151
shares
|
$262,443
0.03% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,150
shares
|
$262,392
0.07% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
5,060
shares
|
$257,807
0.08% of portfolio
|
Q1 2020
Reduced 70.21%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,046
shares
|
$257,093
0.09% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
5,000
shares
|
$254,750
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,971
shares
|
$253,272
0.01% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,950
shares
|
$252,202
0.01% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
4,932
shares
|
$251,285
0.1% of portfolio
|
Q3 2024
Added 9.58%
|