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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
81,782
shares
|
$4.17 Million
1.31% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
81,258
shares
|
$4.15 Million
0.55% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
80,855
shares
|
$4.13 Million
0.26% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
78,903
shares
|
$4.03 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,378
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.17%
|
|
|
Canal Insurance CO
|
Oct 30, 2024 Q3 2024 |
78,000
shares
|
$3.98 Million
0.93% of portfolio
|
Q3 2020
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
77,699
shares
|
$3.97 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
77,630
shares
|
$3.96 Million
1.31% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
77,110
shares
|
$3.94 Million
0.65% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
76,704
shares
|
$3.91 Million
4.11% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75,611
shares
|
$3.86 Million
0.26% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
73,821
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
73,132
shares
|
$3.73 Million
2.68% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
71,218
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 89.58%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
70,000
shares
|
$3.57 Million
4.68% of portfolio
|
Q1 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
68,272
shares
|
$3.48 Million
0.44% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
67,747
shares
|
$3.46 Million
0.14% of portfolio
|
Q2 2020
Added 2.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
66,340
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
65,802
shares
|
$3.36 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
65,255
shares
|
$3.33 Million
4.0% of portfolio
|
Q2 2022
Reduced 2.22%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
64,174
shares
|
$3.28 Million
4.37% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
64,040
shares
|
$3.27 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
63,475
shares
|
$3.24 Million
0.18% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
60,811
shares
|
$3.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|