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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,865
shares
|
$247,482
0.01% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,850
shares
|
$246,719
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,838
shares
|
$246,109
0.02% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,817
shares
|
$245,040
0.01% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
4,817
shares
|
$245,040
0.04% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,763
shares
|
$242,293
0.02% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
4,755
shares
|
$241,886
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
4,680
shares
|
$238,071
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,676
shares
|
$237,868
0.0% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
4,676
shares
|
$237,868
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
4,642
shares
|
$236,138
0.02% of portfolio
|
Q3 2025
Reduced 51.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,638
shares
|
$235,935
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,585
shares
|
$233,238
0.08% of portfolio
|
Q1 2024
Reduced 47.37%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,580
shares
|
$232,984
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,505
shares
|
$229,169
0.03% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,500
shares
|
$228,915
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
4,407
shares
|
$224,184
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,400
shares
|
$223,828
0.08% of portfolio
|
Q2 2025
Reduced 69.54%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,398
shares
|
$223,726
0.06% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
4,354
shares
|
$221,487
0.04% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
4,338
shares
|
$220,674
0.06% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
4,338
shares
|
$220,674
0.13% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,337
shares
|
$220,623
0.09% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
4,307
shares
|
$219,097
0.04% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,302
shares
|
$218,842
0.05% of portfolio
|
Q2 2025
Added 1.3%
|