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 |
|---|---|---|---|---|---|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
6,015
shares
|
$306,584
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,990
shares
|
$305,310
0.02% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
5,977
shares
|
$304,647
0.17% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
5,932
shares
|
$302,354
0.12% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,900
shares
|
$300,723
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
5,848
shares
|
$298,072
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
5,800
shares
|
$295,626
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
5,746
shares
|
$292,873
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
5,660
shares
|
$288,490
0.01% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,655
shares
|
$288,235
0.02% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
5,651
shares
|
$288,031
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,620
shares
|
$286,451
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
5,564
shares
|
$283,597
0.01% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
5,550
shares
|
$282,883
0.01% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
5,547
shares
|
$282,730
0.02% of portfolio
|
Q4 2025
Reduced 8.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,540
shares
|
$282,373
0.01% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,496
shares
|
$280,131
0.01% of portfolio
|
Q3 2025
Reduced 51.01%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,490
shares
|
$279,825
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,410
shares
|
$275,747
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,393
shares
|
$274,881
0.0% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,368
shares
|
$273,606
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,320
shares
|
$271,160
0.07% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5,259
shares
|
$268,051
0.11% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
5,235
shares
|
$266,827
0.14% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
5,215
shares
|
$265,808
0.14% of portfolio
|
Q3 2025
New holding
|
|