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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
84,031
shares
|
$4.27 Million
0.34% of portfolio
|
Q3 2025
Added 505.11%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
83,986
shares
|
$4.27 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
83,959
shares
|
$4.27 Million
7.31% of portfolio
|
Q3 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
82,125
shares
|
$4.18 Million
1.37% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
82,030
shares
|
$4.17 Million
0.17% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
81,835
shares
|
$4.16 Million
1.69% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
81,084
shares
|
$4.12 Million
1.21% of portfolio
|
Q2 2025
Reduced 50.24%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
79,920
shares
|
$4.07 Million
1.73% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
79,130
shares
|
$4.03 Million
2.75% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,378
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.17%
|
|
|
Canal Insurance CO
|
Oct 27, 2025 Q3 2025 |
78,000
shares
|
$3.97 Million
0.85% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
77,855
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
76,704
shares
|
$3.9 Million
4.11% of portfolio
|
Q2 2022
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
75,887
shares
|
$3.86 Million
2.5% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
74,738
shares
|
$3.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
73,550
shares
|
$3.74 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
72,814
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
71,717
shares
|
$3.65 Million
0.05% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
71,140
shares
|
$3.62 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
70,602
shares
|
$3.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
70,250
shares
|
$3.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
70,000
shares
|
$3.56 Million
4.68% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
69,436
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
69,325
shares
|
$3.53 Million
1.15% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
67,747
shares
|
$3.45 Million
0.14% of portfolio
|
Q2 2020
Added 2.64%
|