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 642 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
40,402
shares
|
$2.05 Million
1.56% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
38,835
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
38,437
shares
|
$1.95 Million
0.26% of portfolio
|
Q3 2024
Reduced 67.24%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
38,333
shares
|
$1.95 Million
2.05% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
38,171
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Added 182.85%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
37,974
shares
|
$1.93 Million
0.65% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,727
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
37,706
shares
|
$1.92 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
37,661
shares
|
$1.91 Million
0.19% of portfolio
|
Q3 2024
Reduced 75.12%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
37,164
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,989
shares
|
$1.88 Million
0.15% of portfolio
|
Q3 2024
Reduced 28.72%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
36,588
shares
|
$1.86 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
36,362
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
35,855
shares
|
$1.82 Million
0.93% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35,835
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.66%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
35,727
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
35,569
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
35,449
shares
|
$1.8 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
35,230
shares
|
$1.79 Million
1.03% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
35,123
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
34,932
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 50.29%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
34,915
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
33,662
shares
|
$1.71 Million
0.17% of portfolio
|
Q3 2024
Added 108.98%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
33,040
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
33,000
shares
|
$1.68 Million
0.88% of portfolio
|
Q3 2024
Added 88.57%
|