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 706 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
11,620
shares
|
$589,831
0.22% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,402
shares
|
$578,765
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
11,377
shares
|
$577,496
0.36% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
11,338
shares
|
$575,516
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,265
shares
|
$571,811
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
11,258
shares
|
$571,456
0.36% of portfolio
|
Q1 2025
Reduced 48.88%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
11,251
shares
|
$571,100
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,247
shares
|
$570,897
0.07% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
11,247
shares
|
$570,897
0.27% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
11,225
shares
|
$569,781
0.01% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,994
shares
|
$558,055
0.16% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
10,912
shares
|
$553,893
0.13% of portfolio
|
Q4 2024
Added 54.6%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
10,867
shares
|
$551,608
0.06% of portfolio
|
Q4 2024
Added 27.64%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,845
shares
|
$550,492
0.04% of portfolio
|
Q4 2023
Reduced 14.08%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
10,775
shares
|
$546,939
0.44% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
10,730
shares
|
$544,654
0.09% of portfolio
|
Q4 2024
Added 99.11%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
10,724
shares
|
$544,350
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
10,664
shares
|
$541,304
0.18% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,612
shares
|
$538,665
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,593
shares
|
$537,700
0.02% of portfolio
|
Q4 2024
Added 42.09%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,583
shares
|
$537,193
0.0% of portfolio
|
Q2 2020
Reduced 8.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,396
shares
|
$527,700
0.02% of portfolio
|
Q1 2025
Added 143.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
10,164
shares
|
$515,924
0.09% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$507,600
0.0% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$507,600
0.01% of portfolio
|
Q3 2024
Reduced 15.22%
|