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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
37,600
shares
|
$1.92 Million
0.15% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
37,319
shares
|
$1.9 Million
0.17% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
36,884
shares
|
$1.88 Million
0.68% of portfolio
|
Q1 2025
Added 53.84%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36,648
shares
|
$1.87 Million
0.63% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
36,323
shares
|
$1.85 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
35,861
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
35,544
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
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%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
34,474
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
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%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
33,375
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
32,805
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
31,971
shares
|
$1.63 Million
0.91% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
31,338
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
30,740
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 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%
|
|
|
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
|
$1.54 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%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
29,456
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
29,444
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 110.93%
|