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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
248,416
shares
|
$12.6 Million
0.11% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
242,992
shares
|
$12.4 Million
0.45% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
239,094
shares
|
$12.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
May 12, 2025 Q1 2025 |
234,552
shares
|
$11.9 Million
6.24% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
234,114
shares
|
$11.9 Million
3.49% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
231,854
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
216,370
shares
|
$11 Million
2.9% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
216,341
shares
|
$11 Million
3.02% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
207,041
shares
|
$10.5 Million
2.98% of portfolio
|
Q3 2025
Added 683.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
205,374
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
203,962
shares
|
$10.4 Million
1.2% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
203,199
shares
|
$10.3 Million
0.61% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
195,318
shares
|
$9.94 Million
5.62% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
193,690
shares
|
$9.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
192,857
shares
|
$9.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.78 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
190,557
shares
|
$9.69 Million
7.08% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
187,981
shares
|
$9.56 Million
0.05% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
187,510
shares
|
$9.54 Million
0.05% of portfolio
|
Q2 2025
Added 60.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
186,863
shares
|
$9.51 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
184,507
shares
|
$9.39 Million
0.28% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
180,981
shares
|
$9.21 Million
0.17% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
176,076
shares
|
$8.96 Million
2.86% of portfolio
|
Q3 2025
Added 27.32%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
174,670
shares
|
$8.89 Million
5.12% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
172,615
shares
|
$8.78 Million
2.15% of portfolio
|
Q3 2025
Added 18.74%
|