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 640 institutions that hold shares in the stock, with a total of 97.1 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 |
|---|---|---|---|---|---|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
4,825
shares
|
$246,268
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
4,790
shares
|
$244,481
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,773
shares
|
$243,613
0.02% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
4,755
shares
|
$242,695
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
4,747
shares
|
$242,286
0.09% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,674
shares
|
$238,560
0.11% of portfolio
|
Q3 2024
Reduced 54.71%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,631
shares
|
$236,366
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,588
shares
|
$234,171
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,586
shares
|
$234,069
0.11% of portfolio
|
Q3 2024
Reduced 44.08%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,585
shares
|
$234,018
0.08% of portfolio
|
Q1 2024
Reduced 47.37%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,540
shares
|
$231,721
0.09% of portfolio
|
Q4 2023
Reduced 9.67%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,509
shares
|
$230,139
0.12% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,498
shares
|
$229,577
0.08% of portfolio
|
Q2 2023
Reduced 27.48%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
4,492
shares
|
$229,271
0.04% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
4,487
shares
|
$229,016
0.04% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
4,453
shares
|
$227,281
0.05% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
4,450
shares
|
$227,128
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
4,401
shares
|
$224,627
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
4,395
shares
|
$224,320
0.0% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
4,385
shares
|
$223,810
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
4,333
shares
|
$221,156
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$218,808
0.16% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
4,264
shares
|
$217,634
0.07% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,252
shares
|
$217,022
0.0% of portfolio
|
Q2 2021
Reduced 10.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,189
shares
|
$213,806
0.01% of portfolio
|
Q3 2024
Reduced 26.96%
|