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 724 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
65,403
shares
|
$3.33 Million
1.21% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
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%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
64,600
shares
|
$3.29 Million
0.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
63,557
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
63,333
shares
|
$3.23 Million
0.11% of portfolio
|
Q3 2025
Reduced 22.79%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
63,011
shares
|
$3.21 Million
0.57% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
62,321
shares
|
$3.18 Million
0.28% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
61,497
shares
|
$3.13 Million
2.8% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
60,384
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
59,913
shares
|
$3.05 Million
1.21% of portfolio
|
Q3 2025
Added 49.08%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
59,767
shares
|
$3.05 Million
0.31% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
59,761
shares
|
$3.05 Million
0.54% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
59,697
shares
|
$3.04 Million
3.37% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
57,541
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 75.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
57,168
shares
|
$2.91 Million
0.08% of portfolio
|
Q1 2024
Reduced 50.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
56,573
shares
|
$2.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
56,187
shares
|
$2.86 Million
0.79% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
56,160
shares
|
$2.86 Million
0.89% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
55,892
shares
|
$2.85 Million
1.97% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
54,580
shares
|
$2.78 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
53,883
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
53,620
shares
|
$2.73 Million
0.19% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
53,600
shares
|
$2.73 Million
0.77% of portfolio
|
Q3 2025
Added 32.87%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
53,323
shares
|
$2.72 Million
2.02% of portfolio
|
Q3 2025
Added 0.9%
|
|