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 706 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
5,100
shares
|
$258,876
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,092
shares
|
$258,469
0.1% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,084
shares
|
$258,063
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
5,060
shares
|
$256,845
0.08% of portfolio
|
Q1 2020
Reduced 70.21%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$253,800
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,982
shares
|
$252,886
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,950
shares
|
$251,262
0.07% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,950
shares
|
$251,262
0.01% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,914
shares
|
$249,434
0.02% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
4,850
shares
|
$246,186
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
4,755
shares
|
$241,363
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
4,690
shares
|
$238,064
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,680
shares
|
$237,556
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,674
shares
|
$237,252
0.11% of portfolio
|
Q3 2024
Reduced 54.71%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
4,599
shares
|
$233,445
0.13% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
4,589
shares
|
$232,937
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,588
shares
|
$232,886
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,585
shares
|
$232,734
0.08% of portfolio
|
Q1 2024
Reduced 47.37%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
4,580
shares
|
$232,480
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,574
shares
|
$232,176
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,540
shares
|
$230,450
0.09% of portfolio
|
Q4 2023
Reduced 9.67%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,498
shares
|
$228,318
0.08% of portfolio
|
Q2 2023
Reduced 27.48%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
4,492
shares
|
$228,013
0.05% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,475
shares
|
$227,151
0.05% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
4,450
shares
|
$225,882
0.05% of portfolio
|
Q1 2024
New holding
|