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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
36,939
shares
|
$1.88 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
36,370
shares
|
$1.85 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
36,281
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
34,734
shares
|
$1.77 Million
0.97% of portfolio
|
Q2 2025
Reduced 52.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
34,595
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
34,399
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
34,277
shares
|
$1.75 Million
0.28% of portfolio
|
Q2 2025
Added 95.01%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
34,249
shares
|
$1.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
34,096
shares
|
$1.74 Million
0.18% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
33,912
shares
|
$1.73 Million
1.45% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
33,866
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2025
Added 80.91%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
33,375
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
33,350
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,496
shares
|
$1.66 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
32,370
shares
|
$1.65 Million
0.96% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,820
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
31,655
shares
|
$1.61 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
31,140
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,537
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
30,437
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
30,320
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
30,143
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 226.82%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,112
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,584
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,494
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.0%
|