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 715 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 $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
14,614
shares
|
$744,144
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,572
shares
|
$742,006
0.91% of portfolio
|
Q3 2022
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
14,542
shares
|
$740,478
0.15% of portfolio
|
Q1 2025
Reduced 97.94%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,447
shares
|
$735,641
0.3% of portfolio
|
Q4 2024
Added 204.34%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,338
shares
|
$730,090
0.16% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,301
shares
|
$728,206
0.02% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,170
shares
|
$721,536
0.19% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
14,058
shares
|
$715,833
0.66% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
14,033
shares
|
$714,560
0.02% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,032
shares
|
$714,509
0.02% of portfolio
|
Q1 2025
Added 76.86%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
13,974
shares
|
$711,556
0.41% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
13,959
shares
|
$710,792
0.01% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
13,892
shares
|
$707,380
0.08% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
13,815
shares
|
$703,459
0.02% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
13,744
shares
|
$699,844
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
13,732
shares
|
$699,233
0.02% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
13,673
shares
|
$696,229
0.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
13,494
shares
|
$687,114
0.0% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
13,435
shares
|
$684,110
0.26% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,389
shares
|
$681,767
0.06% of portfolio
|
Q1 2025
Added 68.52%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
13,378
shares
|
$681,207
0.06% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
13,181
shares
|
$671,176
0.0% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,100
shares
|
$667,052
0.04% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
12,979
shares
|
$660,890
0.16% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
12,930
shares
|
$658,395
0.54% of portfolio
|
Q1 2025
Added 1.57%
|