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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
154,535
shares
|
$7.89 Million
0.39% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
153,187
shares
|
$7.82 Million
5.4% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
151,623
shares
|
$7.74 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
151,134
shares
|
$7.72 Million
0.92% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
150,711
shares
|
$7.69 Million
2.03% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
150,397
shares
|
$7.68 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,200
shares
|
$7.67 Million
0.04% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
149,565
shares
|
$7.64 Million
5.57% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
148,289
shares
|
$7.57 Million
1.78% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
146,282
shares
|
$7.47 Million
1.28% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
144,076
shares
|
$7.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
143,056
shares
|
$7.3 Million
3.71% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
141,133
shares
|
$7.2 Million
6.68% of portfolio
|
Q3 2022
Added 6.97%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
138,255
shares
|
$7.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
137,746
shares
|
$7.03 Million
2.35% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
136,035
shares
|
$6.94 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
134,517
shares
|
$6.87 Million
0.95% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
131,983
shares
|
$6.74 Million
1.51% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
129,847
shares
|
$6.63 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
129,393
shares
|
$6.61 Million
2.55% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
129,348
shares
|
$6.6 Million
0.06% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
129,290
shares
|
$6.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
128,813
shares
|
$6.58 Million
2.45% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
127,899
shares
|
$6.53 Million
0.38% of portfolio
|
Q4 2024
Added 352.02%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
126,198
shares
|
$6.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|