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 707 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $7.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
25,065
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
25,034
shares
|
$1.27 Million
0.59% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
25,001
shares
|
$1.27 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
25,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
24,935
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
Reduced 85.65%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
24,870
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 69.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
24,742
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
24,585
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
24,177
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
23,901
shares
|
$1.22 Million
0.44% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
23,768
shares
|
$1.21 Million
0.24% of portfolio
|
Q4 2024
Reduced 44.94%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
23,759
shares
|
$1.21 Million
0.32% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
23,590
shares
|
$1.2 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
23,473
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
23,326
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 53.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
23,281
shares
|
$1.19 Million
0.25% of portfolio
|
Q4 2024
Added 218.96%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
23,207
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
23,161
shares
|
$1.18 Million
0.98% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
23,061
shares
|
$1.17 Million
0.32% of portfolio
|
Q1 2025
Added 71.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
23,011
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
22,874
shares
|
$1.16 Million
0.57% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,866
shares
|
$1.16 Million
0.45% of portfolio
|
Q2 2022
Added 16.87%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,777
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,731
shares
|
$1.16 Million
0.43% of portfolio
|
Q1 2024
Added 1051.52%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,567
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 77.01%
|