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 729 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
423,777
shares
|
$21.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
413,176
shares
|
$21 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
409,490
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
377,295
shares
|
$19.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
377,052
shares
|
$19.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
374,000
shares
|
$19 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
372,700
shares
|
$19 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
370,096
shares
|
$18.8 Million
0.08% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
347,073
shares
|
$17.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
346,876
shares
|
$17.7 Million
2.26% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
344,972
shares
|
$17.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
341,412
shares
|
$17.4 Million
0.02% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
337,512
shares
|
$17.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
332,715
shares
|
$16.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
316,728
shares
|
$16.1 Million
2.03% of portfolio
|
Q3 2025
Added 506.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
315,947
shares
|
$16.1 Million
0.13% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
303,840
shares
|
$15.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
301,320
shares
|
$15.3 Million
1.29% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
296,947
shares
|
$15.1 Million
1.76% of portfolio
|
Q2 2022
Reduced 11.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
277,120
shares
|
$14.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
272,062
shares
|
$13.9 Million
3.1% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
265,710
shares
|
$13.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 49.39%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
260,221
shares
|
$13.3 Million
2.73% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
254,493
shares
|
$13 Million
3.61% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
254,422
shares
|
$13 Million
9.54% of portfolio
|
Q2 2025
Reduced 10.3%
|