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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
25,641
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
25,472
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 80.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
25,465
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
25,417
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
25,136
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,065
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
25,039
shares
|
$1.27 Million
0.59% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
25,039
shares
|
$1.27 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
24,982
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
24,906
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
24,609
shares
|
$1.25 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
24,500
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
23,574
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
22,905
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 46.73%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,866
shares
|
$1.16 Million
0.45% of portfolio
|
Q2 2022
Added 16.87%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
22,837
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
22,740
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,731
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2024
Added 1051.52%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
22,370
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.01%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
22,307
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
22,194
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
22,185
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
22,125
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,828
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 22.27%
|