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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
172,615
shares
|
$8.8 Million
2.15% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
171,191
shares
|
$8.73 Million
1.5% of portfolio
|
Q4 2025
Added 4.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.69 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
168,728
shares
|
$8.6 Million
2.37% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
166,738
shares
|
$8.5 Million
0.11% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
165,725
shares
|
$8.45 Million
0.88% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
157,214
shares
|
$8.01 Million
1.46% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
155,271
shares
|
$7.91 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
154,849
shares
|
$7.89 Million
2.8% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
154,362
shares
|
$7.87 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
154,349
shares
|
$7.87 Million
2.36% of portfolio
|
Q4 2025
Added 3.99%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
153,039
shares
|
$7.8 Million
0.89% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
148,971
shares
|
$7.59 Million
1.86% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
147,249
shares
|
$7.51 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
146,552
shares
|
$7.47 Million
0.7% of portfolio
|
Q4 2025
Reduced 53.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
144,586
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
142,209
shares
|
$7.25 Million
0.57% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
141,439
shares
|
$7.21 Million
0.14% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
141,418
shares
|
$7.21 Million
0.09% of portfolio
|
Q4 2025
Added 15.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
141,153
shares
|
$7.19 Million
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
141,133
shares
|
$7.19 Million
6.68% of portfolio
|
Q3 2022
Added 6.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
140,565
shares
|
$7.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
138,733
shares
|
$7.07 Million
2.83% of portfolio
|
Q4 2025
Added 73.59%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
137,400
shares
|
$7 Million
0.35% of portfolio
|
Q4 2025
Reduced 63.26%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
136,620
shares
|
$6.96 Million
3.13% of portfolio
|
Q3 2025
Added 0.58%
|
|