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 738 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
82,030
shares
|
$4.18 Million
0.17% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
81,084
shares
|
$4.13 Million
1.21% of portfolio
|
Q2 2025
Reduced 50.24%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
80,982
shares
|
$4.13 Million
0.01% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
80,667
shares
|
$4.11 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
79,389
shares
|
$4.05 Million
0.79% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
79,389
shares
|
$4.05 Million
0.88% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
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
|
Jul 30, 2025 Q2 2025 |
78,000
shares
|
$3.98 Million
0.89% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
77,166
shares
|
$3.93 Million
2.94% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
77,070
shares
|
$3.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
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
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
75,887
shares
|
$3.87 Million
2.5% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
74,819
shares
|
$3.81 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
73,753
shares
|
$3.76 Million
1.45% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
72,814
shares
|
$3.71 Million
0.02% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
72,770
shares
|
$3.71 Million
0.11% of portfolio
|
Q2 2025
Added 201.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
71,140
shares
|
$3.63 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
|
$3.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
70,375
shares
|
$3.59 Million
0.03% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
70,250
shares
|
$3.58 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
|
$3.57 Million
4.68% of portfolio
|
Q1 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
69,321
shares
|
$3.53 Million
0.15% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
68,540
shares
|
$3.49 Million
1.6% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
68,373
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.43%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
67,859
shares
|
$3.46 Million
1.18% of portfolio
|
Q2 2025
Added 83.98%
|