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 728 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $7.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
46,235
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
45,852
shares
|
$2.34 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
45,486
shares
|
$2.32 Million
3.57% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
44,812
shares
|
$2.29 Million
0.44% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
44,681
shares
|
$2.28 Million
0.35% of portfolio
|
Q2 2023
Added 2.67%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
44,482
shares
|
$2.27 Million
0.39% of portfolio
|
Q1 2025
Added 457.56%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
44,181
shares
|
$2.25 Million
2.08% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
43,897
shares
|
$2.24 Million
0.25% of portfolio
|
Q1 2025
Added 322.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,376
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
43,171
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
41,798
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,726
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2022
Added 5.78%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
41,620
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 8308.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,251
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
40,339
shares
|
$2.06 Million
0.64% of portfolio
|
Q2 2025
Added 226.05%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
40,079
shares
|
$2.04 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
39,306
shares
|
$2.01 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
39,223
shares
|
$2 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
39,094
shares
|
$1.99 Million
0.21% of portfolio
|
Q2 2025
Added 132.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
38,544
shares
|
$1.97 Million
0.06% of portfolio
|
Q2 2025
Added 340.15%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
38,193
shares
|
$1.95 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
37,936
shares
|
$1.94 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
37,905
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
37,842
shares
|
$1.93 Million
0.07% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
37,824
shares
|
$1.93 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.08%
|