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 $7.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,038
shares
|
$307,454
0.02% of portfolio
|
Q2 2024
Reduced 84.76%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$305,520
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,000
shares
|
$305,520
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
5,928
shares
|
$301,853
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,900
shares
|
$300,428
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,790
shares
|
$294,826
0.02% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
5,774
shares
|
$294,012
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
5,705
shares
|
$290,498
0.03% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,693
shares
|
$289,887
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,678
shares
|
$289,123
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,616
shares
|
$285,966
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
5,615
shares
|
$285,915
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,556
shares
|
$282,911
0.02% of portfolio
|
Q4 2024
Reduced 87.57%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
5,528
shares
|
$281,485
0.02% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,512
shares
|
$280,671
0.02% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,502
shares
|
$280,161
0.01% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
5,500
shares
|
$280,060
0.19% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,476
shares
|
$278,837
0.1% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
5,391
shares
|
$274,509
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,368
shares
|
$273,338
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,364
shares
|
$273,134
0.09% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,359
shares
|
$272,880
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
5,350
shares
|
$272,422
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
5,343
shares
|
$272,065
0.02% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,340
shares
|
$271,912
0.04% of portfolio
|
Q4 2024
Added 0.04%
|