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 729 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
Aug 12, 2025 Q2 2025 |
780,000
shares
|
$39.7 Million
0.98% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
773,580
shares
|
$39.4 Million
0.07% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
766,815
shares
|
$39.1 Million
2.36% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
745,104
shares
|
$37.9 Million
13.19% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
668,097
shares
|
$34 Million
2.36% of portfolio
|
Q2 2025
Added 153.33%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
654,191
shares
|
$33.3 Million
0.57% of portfolio
|
Q2 2025
Added 15997.22%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
626,276
shares
|
$31.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
596,689
shares
|
$30.4 Million
3.88% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
582,622
shares
|
$29.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
557,715
shares
|
$28.4 Million
4.6% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
556,444
shares
|
$28.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
522,976
shares
|
$26.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
514,361
shares
|
$26.2 Million
0.8% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
509,191
shares
|
$25.9 Million
3.66% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
506,209
shares
|
$25.8 Million
4.51% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
504,956
shares
|
$25.7 Million
2.98% of portfolio
|
Q2 2025
Added 435.23%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
500,985
shares
|
$25.5 Million
3.0% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
471,757
shares
|
$24 Million
2.0% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
470,409
shares
|
$24 Million
3.76% of portfolio
|
Q2 2025
Added 76.34%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
467,331
shares
|
$23.8 Million
0.03% of portfolio
|
Q2 2025
Added 67.59%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
460,717
shares
|
$23.5 Million
1.6% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
439,420
shares
|
$22.4 Million
8.73% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
432,756
shares
|
$22 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.83%
|