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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.68 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
169,523
shares
|
$8.63 Million
2.43% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
168,878
shares
|
$8.6 Million
5.1% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
165,725
shares
|
$8.44 Million
0.88% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
164,926
shares
|
$8.4 Million
0.11% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
163,673
shares
|
$8.34 Million
0.05% of portfolio
|
Q2 2025
Added 5002.03%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
163,261
shares
|
$8.31 Million
1.46% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
161,635
shares
|
$8.23 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
158,447
shares
|
$8.07 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
157,214
shares
|
$8.01 Million
1.46% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
155,327
shares
|
$7.91 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
154,827
shares
|
$7.89 Million
0.06% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
153,039
shares
|
$7.79 Million
0.89% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
150,294
shares
|
$7.65 Million
3.14% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
148,971
shares
|
$7.59 Million
1.86% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
148,423
shares
|
$7.56 Million
2.29% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
147,249
shares
|
$7.5 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
147,207
shares
|
$7.5 Million
0.1% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
146,921
shares
|
$7.48 Million
0.5% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
146,484
shares
|
$7.46 Million
0.02% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
146,017
shares
|
$7.44 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
142,209
shares
|
$7.24 Million
0.57% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
141,439
shares
|
$7.2 Million
0.14% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
141,322
shares
|
$7.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
141,133
shares
|
$7.19 Million
6.68% of portfolio
|
Q3 2022
Added 6.97%
|