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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
5,935
shares
|
$302,506
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
5,925
shares
|
$301,997
0.18% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,900
shares
|
$300,723
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
5,891
shares
|
$300,264
0.03% of portfolio
|
Q2 2025
Reduced 88.59%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,862
shares
|
$298,786
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
5,850
shares
|
$298,174
0.05% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,848
shares
|
$298,072
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,786
shares
|
$294,912
0.02% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
5,712
shares
|
$291,140
0.02% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,673
shares
|
$289,152
0.24% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,605
shares
|
$285,686
0.03% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,564
shares
|
$283,597
0.01% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
5,528
shares
|
$281,762
0.02% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,476
shares
|
$279,111
0.09% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
5,468
shares
|
$278,703
0.06% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
5,391
shares
|
$274,779
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,368
shares
|
$273,606
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
5,359
shares
|
$273,148
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,335
shares
|
$271,924
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,186
shares
|
$264,330
0.05% of portfolio
|
Q1 2024
Reduced 91.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
5,156
shares
|
$262,801
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,113
shares
|
$260,609
0.05% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
5,109
shares
|
$260,405
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,070
shares
|
$258,417
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
5,062
shares
|
$258,010
0.12% of portfolio
|
Q2 2025
Reduced 39.61%
|