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 731 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 $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,608
shares
|
$743,108
0.02% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,591
shares
|
$742,244
0.13% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,572
shares
|
$741,277
0.91% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
14,548
shares
|
$740,056
0.01% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,419
shares
|
$733,494
0.03% of portfolio
|
Q3 2025
Added 90.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
14,388
shares
|
$731,917
0.05% of portfolio
|
Q3 2025
Reduced 57.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
14,380
shares
|
$731,510
0.02% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
14,355
shares
|
$730,238
0.05% of portfolio
|
Q3 2025
Reduced 87.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
14,248
shares
|
$724,795
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
14,230
shares
|
$723,880
0.06% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
14,193
shares
|
$721,997
0.03% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
14,162
shares
|
$720,420
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
14,115
shares
|
$718,030
0.0% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,034
shares
|
$713,909
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
13,784
shares
|
$701,192
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
13,744
shares
|
$699,157
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
13,670
shares
|
$695,392
0.26% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
13,663
shares
|
$695,036
0.27% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
13,645
shares
|
$694,121
0.01% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
13,635
shares
|
$693,612
0.3% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
13,447
shares
|
$684,048
0.0% of portfolio
|
Q2 2025
Added 321.8%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
13,154
shares
|
$669,143
0.06% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,100
shares
|
$666,397
0.04% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
12,990
shares
|
$660,801
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
12,971
shares
|
$659,834
1.41% of portfolio
|
Q3 2025
Added 0.78%
|