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 716 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
37,161
shares
|
$1.89 Million
0.07% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
36,884
shares
|
$1.88 Million
0.68% of portfolio
|
Q1 2025
Added 53.84%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36,648
shares
|
$1.87 Million
0.63% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
36,323
shares
|
$1.85 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
35,861
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
35,544
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
34,474
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
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%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
34,061
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
33,745
shares
|
$1.72 Million
1.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
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%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
32,805
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
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%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
31,338
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
31,282
shares
|
$1.59 Million
0.77% of portfolio
|
Q1 2025
Added 228.18%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
31,106
shares
|
$1.59 Million
0.22% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
31,075
shares
|
$1.58 Million
0.96% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
30,740
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
30,537
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,516
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,112
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
29,717
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
29,604
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
29,456
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
29,321
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|