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 731 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 $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
5,550
shares
|
$282,328
0.01% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
5,528
shares
|
$281,209
0.02% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,496
shares
|
$279,581
0.01% of portfolio
|
Q3 2025
Reduced 51.01%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,490
shares
|
$279,276
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,410
shares
|
$275,206
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,393
shares
|
$274,341
0.0% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,388
shares
|
$274,087
0.01% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,368
shares
|
$273,070
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,335
shares
|
$271,391
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,320
shares
|
$270,628
0.07% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5,259
shares
|
$267,525
0.11% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
5,235
shares
|
$266,304
0.14% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,186
shares
|
$263,811
0.05% of portfolio
|
Q1 2024
Reduced 91.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
5,156
shares
|
$262,285
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
5,109
shares
|
$259,894
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
5,062
shares
|
$257,503
0.12% of portfolio
|
Q2 2025
Reduced 39.61%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
5,060
shares
|
$257,402
0.07% of portfolio
|
Q1 2020
Reduced 70.21%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
5,039
shares
|
$256,333
0.06% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
5,000
shares
|
$254,350
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$254,350
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
4,982
shares
|
$253,434
0.09% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
4,957
shares
|
$252,162
0.02% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
4,956
shares
|
$252,111
0.05% of portfolio
|
Q2 2025
Reduced 78.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
4,950
shares
|
$251,806
0.01% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,920
shares
|
$250,280
0.14% of portfolio
|
Q2 2025
Added 3.05%
|