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 716 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 $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
879,848
shares
|
$44.8 Million
5.7% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
851,628
shares
|
$43.4 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
807,198
shares
|
$41.1 Million
1.72% of portfolio
|
Q1 2023
Added 10.58%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
780,000
shares
|
$39.8 Million
1.04% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
761,857
shares
|
$38.8 Million
3.04% of portfolio
|
Q1 2025
Added 1841.43%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
748,495
shares
|
$38.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
736,398
shares
|
$37.5 Million
4.83% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
703,906
shares
|
$35.9 Million
0.12% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
695,359
shares
|
$35.4 Million
0.08% of portfolio
|
Q1 2025
Added 47.19%
|
|
|
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%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
623,289
shares
|
$31.8 Million
0.18% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
605,132
shares
|
$30.8 Million
0.04% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
603,413
shares
|
$30.8 Million
0.1% of portfolio
|
Q1 2025
Added 55.98%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
547,540
shares
|
$27.9 Million
4.26% of portfolio
|
Q1 2025
Added 91.66%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
528,216
shares
|
$26.9 Million
5.02% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
525,021
shares
|
$26.8 Million
0.34% of portfolio
|
Q1 2025
Added 43.15%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
498,251
shares
|
$25.4 Million
0.81% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
471,757
shares
|
$24 Million
2.0% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
454,800
shares
|
$23.2 Million
0.29% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
452,864
shares
|
$23.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
452,046
shares
|
$23 Million
1.75% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
451,446
shares
|
$23 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
432,756
shares
|
$22.1 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
423,038
shares
|
$21.6 Million
0.7% of portfolio
|
Q1 2025
Added 414.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
421,984
shares
|
$21.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.99%
|