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 702 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $7.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
213,726
shares
|
$10.9 Million
8.35% of portfolio
|
Q1 2025
Added 54.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
205,636
shares
|
$10.5 Million
0.4% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
201,725
shares
|
$10.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
199,746
shares
|
$10.2 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
198,521
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Added 51598.18%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
196,895
shares
|
$10.1 Million
1.38% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
192,735
shares
|
$9.84 Million
1.91% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.81 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
185,946
shares
|
$9.49 Million
4.95% of portfolio
|
Q1 2025
Added 3372.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
180,120
shares
|
$9.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
177,171
shares
|
$9.04 Million
0.21% of portfolio
|
Q4 2024
Added 826.0%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
177,101
shares
|
$9.04 Million
2.83% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Feb 13, 2025 Q4 2024 |
175,711
shares
|
$8.97 Million
5.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
173,747
shares
|
$8.87 Million
1.05% of portfolio
|
Q4 2024
Added 66.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
171,252
shares
|
$8.74 Million
0.02% of portfolio
|
Q4 2024
Added 75.93%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
171,208
shares
|
$8.74 Million
0.49% of portfolio
|
Q1 2025
Added 50.98%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
171,128
shares
|
$8.74 Million
2.53% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.7 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
166,469
shares
|
$8.5 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
163,261
shares
|
$8.33 Million
2.05% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
163,200
shares
|
$8.33 Million
1.7% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
162,000
shares
|
$8.27 Million
0.43% of portfolio
|
Q1 2025
Added 1095.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
161,373
shares
|
$8.24 Million
0.08% of portfolio
|
Q4 2024
Added 29.76%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
158,988
shares
|
$8.12 Million
4.99% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
157,140
shares
|
$8.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.27%
|