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 |
|---|---|---|---|---|---|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
15,250
shares
|
$777,292
0.41% of portfolio
|
Q2 2025
Reduced 50.93%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,219
shares
|
$775,712
0.02% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
15,132
shares
|
$771,278
0.22% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$764,550
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
14,919
shares
|
$760,421
0.03% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
14,893
shares
|
$759,096
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
14,767
shares
|
$752,673
1.14% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
14,614
shares
|
$744,875
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,608
shares
|
$744,569
0.02% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,591
shares
|
$743,703
0.13% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,572
shares
|
$742,734
0.91% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
14,548
shares
|
$741,511
0.01% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
14,248
shares
|
$726,220
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
14,170
shares
|
$722,244
0.13% of portfolio
|
Q2 2025
Added 33.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,034
shares
|
$715,312
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
13,988
shares
|
$712,968
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
13,979
shares
|
$712,509
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
13,938
shares
|
$710,419
0.34% of portfolio
|
Q2 2025
Added 50.66%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
13,887
shares
|
$707,820
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
13,862
shares
|
$706,546
0.1% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
13,771
shares
|
$701,907
0.38% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
13,744
shares
|
$700,531
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
13,650
shares
|
$695,740
0.19% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
13,645
shares
|
$695,485
0.01% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,633
shares
|
$694,874
0.01% of portfolio
|
Q2 2025
New holding
|