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 638 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
743,108
shares
|
$37.9 Million
17.73% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
695,321
shares
|
$35.5 Million
0.0% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
664,437
shares
|
$33.9 Million
2.57% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
659,035
shares
|
$33.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
654,493
shares
|
$33.4 Million
3.99% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
633,385
shares
|
$32.3 Million
5.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
631,528
shares
|
$32.2 Million
0.04% of portfolio
|
Q3 2024
Added 103.6%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
624,945
shares
|
$31.9 Million
0.04% of portfolio
|
Q3 2024
Added 143.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
582,933
shares
|
$29.7 Million
0.2% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
505,716
shares
|
$25.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
502,460
shares
|
$25.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
471,757
shares
|
$24.1 Million
2.0% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
464,156
shares
|
$23.7 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
436,382
shares
|
$22.3 Million
2.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
426,697
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
424,002
shares
|
$21.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
416,169
shares
|
$21.2 Million
1.62% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
400,829
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 68.18%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
398,935
shares
|
$20.4 Million
2.56% of portfolio
|
Q3 2024
Added 284.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
390,170
shares
|
$19.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
386,649
shares
|
$19.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
370,269
shares
|
$18.9 Million
0.21% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
367,064
shares
|
$18.7 Million
0.08% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
346,641
shares
|
$17.7 Million
4.43% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
340,632
shares
|
$17.4 Million
3.55% of portfolio
|
Q3 2024
Added 3.58%
|