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 738 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
29,444
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 110.93%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
29,273
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
28,751
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
28,739
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.34%
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
28,710
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Added 4.93%
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
28,337
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
28,222
shares
|
$1.44 Million
0.8% of portfolio
|
Q2 2025
Added 0.12%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
28,172
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Added 10.49%
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
28,125
shares
|
$1.43 Million
0.52% of portfolio
|
Q2 2025
Added 7.42%
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
27,982
shares
|
$1.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
27,957
shares
|
$1.42 Million
0.21% of portfolio
|
Q2 2025
Added 39.2%
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
27,934
shares
|
$1.42 Million
0.21% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
27,218
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 76.01%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
26,847
shares
|
$1.37 Million
0.3% of portfolio
|
Q2 2025
Added 283.47%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
26,731
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
26,703
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,466
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 110.43%
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
26,434
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2025
Added 4.07%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
25,995
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
25,992
shares
|
$1.32 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
25,953
shares
|
$1.32 Million
1.17% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
25,878
shares
|
$1.32 Million
0.59% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
25,862
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Added 12.94%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
25,793
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,690
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 8.39%
|