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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
40,191
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
39,566
shares
|
$2.02 Million
0.21% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
39,490
shares
|
$2.02 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
39,242
shares
|
$2 Million
0.17% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
39,223
shares
|
$2 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
38,258
shares
|
$1.95 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
37,793
shares
|
$1.93 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
37,628
shares
|
$1.92 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
37,161
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
37,033
shares
|
$1.89 Million
0.17% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
36,702
shares
|
$1.87 Million
2.37% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36,648
shares
|
$1.87 Million
0.63% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
36,544
shares
|
$1.87 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Toews Corp
|
Feb 04, 2025 Q4 2024 |
36,437
shares
|
$1.86 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
35,569
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
34,249
shares
|
$1.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,707
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
33,485
shares
|
$1.71 Million
0.86% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
33,375
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
32,850
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
32,846
shares
|
$1.68 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
32,583
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
31,989
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
31,971
shares
|
$1.63 Million
0.91% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
31,689
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.26%
|