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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,862
shares
|
$299,079
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
5,850
shares
|
$298,467
0.05% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,848
shares
|
$298,364
0.11% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
5,775
shares
|
$294,640
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
5,774
shares
|
$294,589
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,693
shares
|
$290,456
0.01% of portfolio
|
Q4 2023
Reduced 17.62%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,673
shares
|
$289,436
0.24% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,605
shares
|
$285,967
0.03% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
5,558
shares
|
$283,569
0.03% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
5,528
shares
|
$282,038
0.02% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,476
shares
|
$279,385
0.1% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
5,391
shares
|
$275,048
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,368
shares
|
$273,875
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
5,363
shares
|
$273,620
0.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,359
shares
|
$273,416
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,186
shares
|
$264,589
0.05% of portfolio
|
Q1 2024
Reduced 91.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
5,156
shares
|
$263,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,113
shares
|
$260,865
0.05% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
5,109
shares
|
$260,661
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,070
shares
|
$258,671
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
5,060
shares
|
$258,161
0.07% of portfolio
|
Q1 2020
Reduced 70.21%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,950
shares
|
$252,549
0.01% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,914
shares
|
$250,712
0.02% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
4,902
shares
|
$250,100
0.07% of portfolio
|
Q1 2025
Reduced 61.29%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,852
shares
|
$247,549
0.01% of portfolio
|
Q2 2025
Reduced 94.98%
|