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 |
|---|---|---|---|---|---|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
4,850
shares
|
$247,447
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,838
shares
|
$246,834
0.02% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
4,755
shares
|
$242,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,680
shares
|
$238,773
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,661
shares
|
$237,804
0.01% of portfolio
|
Q1 2025
Added 29.36%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,588
shares
|
$234,079
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,585
shares
|
$233,926
0.08% of portfolio
|
Q1 2024
Reduced 47.37%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
4,580
shares
|
$233,671
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
4,556
shares
|
$232,447
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
4,543
shares
|
$231,783
0.13% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,524
shares
|
$230,814
0.0% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,498
shares
|
$229,487
0.08% of portfolio
|
Q2 2023
Reduced 27.48%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,475
shares
|
$228,314
0.05% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
4,430
shares
|
$226,018
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
4,390
shares
|
$223,977
0.07% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
4,387
shares
|
$223,824
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
4,343
shares
|
$221,579
0.08% of portfolio
|
Q1 2025
Added 1407.99%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,337
shares
|
$221,273
0.09% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,336
shares
|
$221,222
0.01% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,330
shares
|
$220,916
0.03% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,307
shares
|
$219,743
0.06% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,302
shares
|
$219,488
0.05% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
4,263
shares
|
$217,498
0.18% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
4,252
shares
|
$216,937
0.0% of portfolio
|
Q2 2021
Reduced 10.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,234
shares
|
$216,018
0.03% of portfolio
|
Q1 2025
Reduced 18.17%
|