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 688 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
7,430
shares
|
$379,004
0.1% of portfolio
|
Q2 2024
Reduced 18.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,411
shares
|
$378,035
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
7,209
shares
|
$367,731
0.01% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
7,204
shares
|
$367,476
0.23% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
7,080
shares
|
$361,150
0.09% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,003
shares
|
$357,223
0.01% of portfolio
|
Q4 2024
Added 40.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,000
shares
|
$357,070
0.0% of portfolio
|
Q3 2022
Reduced 30.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,990
shares
|
$356,559
0.07% of portfolio
|
Q4 2019
Added 27.9%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
6,927
shares
|
$353,346
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
6,905
shares
|
$352,224
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
6,896
shares
|
$351,764
0.07% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
6,823
shares
|
$348,041
0.07% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
6,763
shares
|
$344,980
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,662
shares
|
$339,828
0.18% of portfolio
|
Q4 2024
Added 53.75%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,618
shares
|
$337,584
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
6,609
shares
|
$337,125
0.12% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,522
shares
|
$332,687
0.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
6,514
shares
|
$332,279
0.18% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,500
shares
|
$331,565
0.07% of portfolio
|
Q3 2020
Reduced 0.57%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
6,476
shares
|
$330,340
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,362
shares
|
$324,525
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,337
shares
|
$323,250
0.03% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
6,100
shares
|
$311,161
0.02% of portfolio
|
Q2 2023
Reduced 2.4%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,045
shares
|
$308,355
0.19% of portfolio
|
Q4 2022
Added 20.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
6,044
shares
|
$308,304
0.12% of portfolio
|
Q2 2024
Reduced 14.92%
|