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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
67,213
shares
|
$3.42 Million
0.05% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
67,046
shares
|
$3.41 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
66,322
shares
|
$3.37 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
66,261
shares
|
$3.37 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
65,403
shares
|
$3.33 Million
1.21% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
65,255
shares
|
$3.32 Million
4.0% of portfolio
|
Q2 2022
Reduced 2.22%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
64,827
shares
|
$3.3 Million
3.11% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
64,689
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
64,359
shares
|
$3.27 Million
0.81% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
63,557
shares
|
$3.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
63,011
shares
|
$3.21 Million
0.57% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
62,840
shares
|
$3.2 Million
0.05% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
61,914
shares
|
$3.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.11 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
60,554
shares
|
$3.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
60,072
shares
|
$3.06 Million
0.65% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
59,761
shares
|
$3.04 Million
0.54% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
59,404
shares
|
$3.02 Million
0.1% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
58,902
shares
|
$3 Million
3.6% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
57,168
shares
|
$2.91 Million
0.08% of portfolio
|
Q1 2024
Reduced 50.9%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
56,681
shares
|
$2.88 Million
0.38% of portfolio
|
Q2 2025
Reduced 93.56%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
56,573
shares
|
$2.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
56,187
shares
|
$2.86 Million
0.79% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
55,892
shares
|
$2.84 Million
1.97% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
54,724
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|