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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
841,342
shares
|
$42.9 Million
0.08% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
839,303
shares
|
$42.8 Million
3.01% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
807,198
shares
|
$41.1 Million
1.72% of portfolio
|
Q1 2023
Added 10.58%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
780,000
shares
|
$39.8 Million
0.98% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
773,580
shares
|
$39.4 Million
0.07% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
764,071
shares
|
$38.9 Million
14.97% of portfolio
|
Q2 2025
Reduced 98.06%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
668,097
shares
|
$34.1 Million
2.36% of portfolio
|
Q2 2025
Added 153.33%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
654,191
shares
|
$33.3 Million
0.57% of portfolio
|
Q2 2025
Added 15997.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
631,528
shares
|
$32.2 Million
0.04% of portfolio
|
Q3 2024
Added 103.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
626,276
shares
|
$31.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
582,622
shares
|
$29.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
556,444
shares
|
$28.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
522,976
shares
|
$26.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
514,361
shares
|
$26.2 Million
0.8% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
504,956
shares
|
$25.7 Million
2.98% of portfolio
|
Q2 2025
Added 435.23%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
504,762
shares
|
$25.7 Million
4.61% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
501,737
shares
|
$25.6 Million
3.57% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
500,985
shares
|
$25.5 Million
3.0% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
475,573
shares
|
$24.2 Million
3.73% of portfolio
|
Q2 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
471,757
shares
|
$24 Million
2.0% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
470,409
shares
|
$24 Million
3.76% of portfolio
|
Q2 2025
Added 76.34%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
467,331
shares
|
$23.8 Million
0.03% of portfolio
|
Q2 2025
Added 67.59%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
460,717
shares
|
$23.5 Million
1.6% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
432,756
shares
|
$22.1 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
429,690
shares
|
$21.9 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.12%
|