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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
12,965
shares
|
$659,529
0.11% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
12,960
shares
|
$659,275
0.01% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
12,901
shares
|
$656,273
0.6% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
12,833
shares
|
$652,814
0.02% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
12,777
shares
|
$649,965
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
12,732
shares
|
$647,676
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,700
shares
|
$646,049
0.39% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
12,650
shares
|
$643,505
0.11% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,440
shares
|
$632,822
0.32% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,423
shares
|
$631,958
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,299
shares
|
$625,650
0.03% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,277
shares
|
$624,530
0.54% of portfolio
|
Q1 2025
Reduced 67.91%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
11,943
shares
|
$607,540
0.24% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
11,900
shares
|
$605,353
0.05% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
11,891
shares
|
$604,895
0.04% of portfolio
|
Q2 2025
Added 70.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
11,846
shares
|
$602,606
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,811
shares
|
$600,825
0.13% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
11,620
shares
|
$591,109
0.21% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
11,537
shares
|
$586,887
0.01% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
11,535
shares
|
$586,785
0.5% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,402
shares
|
$580,019
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
11,141
shares
|
$566,742
0.1% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
11,086
shares
|
$563,944
0.21% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
10,998
shares
|
$559,468
0.19% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
10,944
shares
|
$556,721
0.14% of portfolio
|
Q3 2025
Reduced 19.82%
|