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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
6,984
shares
|
$356,323
0.03% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,954
shares
|
$354,793
0.09% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,948
shares
|
$354,486
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
6,927
shares
|
$353,415
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
6,896
shares
|
$351,833
0.07% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
6,823
shares
|
$348,109
0.08% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,615
shares
|
$337,497
0.03% of portfolio
|
Q2 2025
Reduced 32.19%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,500
shares
|
$331,630
0.07% of portfolio
|
Q3 2020
Reduced 0.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
6,486
shares
|
$330,915
0.01% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
6,415
shares
|
$327,293
0.16% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,365
shares
|
$324,742
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,361
shares
|
$324,538
0.02% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,360
shares
|
$324,487
0.2% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,138
shares
|
$313,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
6,100
shares
|
$311,222
0.02% of portfolio
|
Q2 2023
Reduced 2.4%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
6,073
shares
|
$309,844
0.03% of portfolio
|
Q1 2025
Reduced 25.18%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,045
shares
|
$308,415
0.19% of portfolio
|
Q4 2022
Added 20.83%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
6,038
shares
|
$308,058
0.02% of portfolio
|
Q2 2024
Reduced 84.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,022
shares
|
$307,242
0.01% of portfolio
|
Q1 2025
Added 120340.0%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$306,120
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
5,935
shares
|
$302,803
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
5,928
shares
|
$302,446
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
5,925
shares
|
$302,293
0.18% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,900
shares
|
$301,018
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
5,891
shares
|
$300,558
0.03% of portfolio
|
Q2 2025
Reduced 88.59%
|