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 698 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 $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
47,218
shares
|
$2.41 Million
0.26% of portfolio
|
Q4 2024
Added 27.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
47,146
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 55.65%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
47,013
shares
|
$2.4 Million
0.15% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
46,366
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
45,903
shares
|
$2.34 Million
0.12% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
45,903
shares
|
$2.34 Million
0.13% of portfolio
|
Q4 2024
Added 20.26%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
45,551
shares
|
$2.33 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
45,494
shares
|
$2.32 Million
0.2% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
45,486
shares
|
$2.32 Million
3.57% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
45,210
shares
|
$2.31 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
45,006
shares
|
$2.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
44,924
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
44,681
shares
|
$2.28 Million
0.35% of portfolio
|
Q2 2023
Added 2.67%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
44,647
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
44,492
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
44,482
shares
|
$2.27 Million
0.46% of portfolio
|
Q1 2025
Added 457.56%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
43,007
shares
|
$2.2 Million
0.25% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,919
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
42,460
shares
|
$2.17 Million
0.34% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
42,396
shares
|
$2.16 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,726
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2022
Added 5.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,251
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
41,000
shares
|
$2.09 Million
1.25% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
40,962
shares
|
$2.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
40,506
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 52.67%
|