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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
59,778
shares
|
$3.05 Million
1.56% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
59,386
shares
|
$3.03 Million
3.0% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
58,966
shares
|
$3.01 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
57,168
shares
|
$2.92 Million
0.08% of portfolio
|
Q1 2024
Reduced 50.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
56,848
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
56,617
shares
|
$2.89 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
56,187
shares
|
$2.87 Million
0.79% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
55,932
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
55,113
shares
|
$2.81 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
53,067
shares
|
$2.71 Million
0.64% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
52,835
shares
|
$2.7 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
52,803
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
52,748
shares
|
$2.69 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
52,743
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
51,999
shares
|
$2.65 Million
0.46% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
51,068
shares
|
$2.61 Million
0.22% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
50,895
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50,450
shares
|
$2.57 Million
0.73% of portfolio
|
Q2 2022
Reduced 0.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,156
shares
|
$2.56 Million
0.05% of portfolio
|
Q3 2024
Added 106.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
49,673
shares
|
$2.53 Million
0.2% of portfolio
|
Q3 2024
Reduced 41.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
49,321
shares
|
$2.52 Million
0.21% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
48,069
shares
|
$2.45 Million
0.11% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,881
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
47,498
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
47,211
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.96%
|