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 738 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 $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,805
shares
|
$499,760
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
9,734
shares
|
$496,141
0.22% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
9,642
shares
|
$491,452
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
9,536
shares
|
$486,049
0.27% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
9,535
shares
|
$485,998
0.05% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
9,491
shares
|
$483,756
0.09% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
9,437
shares
|
$481,003
0.05% of portfolio
|
Q2 2025
Added 36.24%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
9,420
shares
|
$480,137
0.23% of portfolio
|
Q1 2024
Reduced 9.6%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
9,407
shares
|
$479,474
0.05% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,353
shares
|
$476,722
0.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
9,326
shares
|
$475,346
0.04% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
9,299
shares
|
$473,970
0.18% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
9,268
shares
|
$472,389
0.16% of portfolio
|
Q2 2025
Reduced 48.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,252
shares
|
$471,574
0.02% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
9,226
shares
|
$470,249
0.09% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
9,203
shares
|
$469,076
0.03% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
9,013
shares
|
$459,392
0.1% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
8,999
shares
|
$458,679
0.18% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
8,870
shares
|
$452,103
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
8,863
shares
|
$451,747
0.55% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,795
shares
|
$448,281
0.01% of portfolio
|
Q2 2023
Reduced 31.07%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,792
shares
|
$448,128
0.0% of portfolio
|
Q2 2025
Reduced 34.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,716
shares
|
$444,254
0.01% of portfolio
|
Q2 2025
Reduced 39.05%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
8,650
shares
|
$440,890
0.31% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
8,585
shares
|
$437,577
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|