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 638 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
198,840
shares
|
$10.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
197,670
shares
|
$10.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
192,735
shares
|
$9.84 Million
1.91% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.81 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
189,979
shares
|
$9.7 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
188,878
shares
|
$9.64 Million
3.89% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
188,627
shares
|
$9.63 Million
0.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
178,172
shares
|
$9.09 Million
2.27% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
177,105
shares
|
$9.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
170,862
shares
|
$8.72 Million
0.0% of portfolio
|
Q3 2024
Added 511.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.7 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
168,817
shares
|
$8.62 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
168,718
shares
|
$8.61 Million
2.58% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
168,469
shares
|
$8.6 Million
2.17% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
164,321
shares
|
$8.39 Million
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
156,201
shares
|
$7.97 Million
0.93% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
155,836
shares
|
$7.95 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
153,693
shares
|
$7.84 Million
4.91% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
149,675
shares
|
$7.64 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
148,964
shares
|
$7.6 Million
12.12% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
148,343
shares
|
$7.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.06%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
144,709
shares
|
$7.39 Million
1.67% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
143,702
shares
|
$7.33 Million
0.81% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
143,616
shares
|
$7.33 Million
4.23% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
142,356
shares
|
$7.27 Million
5.47% of portfolio
|
Q3 2024
Added 1.34%
|