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 |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
254,422
shares
|
$13 Million
9.54% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
246,710
shares
|
$12.6 Million
6.19% of portfolio
|
Q3 2025
Added 26.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
245,908
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
244,883
shares
|
$12.5 Million
0.6% of portfolio
|
Q4 2025
Added 124.96%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
229,117
shares
|
$11.7 Million
0.67% of portfolio
|
Q4 2025
Added 12.75%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
216,370
shares
|
$11 Million
2.9% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
209,883
shares
|
$10.7 Million
0.06% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
209,620
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
207,041
shares
|
$10.6 Million
2.98% of portfolio
|
Q3 2025
Added 683.24%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
205,736
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
194,103
shares
|
$9.89 Million
1.09% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.8 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
191,772
shares
|
$9.77 Million
2.94% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
189,896
shares
|
$9.68 Million
0.11% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
182,185
shares
|
$9.29 Million
0.38% of portfolio
|
Q4 2025
Added 12.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
181,250
shares
|
$9.24 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
180,981
shares
|
$9.22 Million
0.17% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
179,736
shares
|
$9.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
178,420
shares
|
$9.09 Million
5.48% of portfolio
|
Q3 2025
Added 74.87%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
177,929
shares
|
$9.07 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
177,457
shares
|
$9.04 Million
2.74% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
177,059
shares
|
$9.02 Million
0.56% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
176,707
shares
|
$9.01 Million
4.88% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
174,670
shares
|
$8.9 Million
5.12% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
173,433
shares
|
$8.84 Million
5.13% of portfolio
|
Q2 2025
Added 12.9%
|
|