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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
76,460
shares
|
$3.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
74,232
shares
|
$3.79 Million
1.3% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
73,271
shares
|
$3.74 Million
2.34% of portfolio
|
Q1 2025
Added 716.57%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
73,042
shares
|
$3.73 Million
3.13% of portfolio
|
Q1 2025
Added 51.06%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
72,878
shares
|
$3.72 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
72,496
shares
|
$3.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
72,382
shares
|
$3.7 Million
1.84% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
70,751
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
70,000
shares
|
$3.57 Million
4.68% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
69,140
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
67,930
shares
|
$3.47 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
67,747
shares
|
$3.46 Million
0.14% of portfolio
|
Q2 2020
Added 2.64%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
65,255
shares
|
$3.33 Million
4.0% of portfolio
|
Q2 2022
Reduced 2.22%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
64,902
shares
|
$3.31 Million
4.16% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
63,924
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
63,418
shares
|
$3.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
63,397
shares
|
$3.24 Million
0.6% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
63,397
shares
|
$3.24 Million
0.67% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
63,291
shares
|
$3.23 Million
0.74% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
62,978
shares
|
$3.22 Million
0.05% of portfolio
|
Q1 2025
Added 268.79%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
62,908
shares
|
$3.21 Million
0.1% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
60,629
shares
|
$3.1 Million
0.22% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
59,869
shares
|
$3.06 Million
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
58,913
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Added 5.33%
|