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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
4,556
shares
|
$231,991
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
4,543
shares
|
$231,329
0.13% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,540
shares
|
$231,176
0.09% of portfolio
|
Q4 2023
Reduced 9.67%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,498
shares
|
$229,038
0.08% of portfolio
|
Q2 2023
Reduced 27.48%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
4,492
shares
|
$228,732
0.05% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,475
shares
|
$227,867
0.05% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,450
shares
|
$226,594
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
4,430
shares
|
$225,575
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
4,401
shares
|
$224,098
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,391
shares
|
$223,589
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
4,390
shares
|
$223,538
0.07% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
4,343
shares
|
$221,145
0.09% of portfolio
|
Q1 2025
Added 1407.99%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
4,302
shares
|
$219,057
0.16% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,279
shares
|
$217,886
0.03% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,252
shares
|
$216,511
0.0% of portfolio
|
Q2 2021
Reduced 10.39%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,247
shares
|
$216,257
0.06% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
4,239
shares
|
$215,849
0.0% of portfolio
|
Q4 2024
Reduced 50.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,234
shares
|
$215,595
0.03% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
4,220
shares
|
$214,882
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,147
shares
|
$211,165
0.06% of portfolio
|
Q3 2019
Added 2721.09%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,032
shares
|
$205,309
0.04% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
4,017
shares
|
$204,545
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,013
shares
|
$204,341
0.06% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$203,680
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,907
shares
|
$198,944
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|