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 738 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
239,094
shares
|
$12.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
May 12, 2025 Q1 2025 |
234,552
shares
|
$12 Million
6.24% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
231,854
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
227,282
shares
|
$11.6 Million
3.21% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
227,156
shares
|
$11.6 Million
3.64% of portfolio
|
Q2 2025
Added 64.91%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
226,944
shares
|
$11.6 Million
2.95% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
216,341
shares
|
$11 Million
3.02% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
205,374
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
203,962
shares
|
$10.4 Million
1.2% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
195,318
shares
|
$9.96 Million
5.62% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
193,690
shares
|
$9.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
192,857
shares
|
$9.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
192,592
shares
|
$9.82 Million
7.47% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.8 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
187,981
shares
|
$9.58 Million
0.05% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
187,510
shares
|
$9.56 Million
0.05% of portfolio
|
Q2 2025
Added 60.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
186,863
shares
|
$9.52 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
184,507
shares
|
$9.4 Million
0.28% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
183,834
shares
|
$9.37 Million
4.38% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
179,327
shares
|
$9.14 Million
0.19% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
177,234
shares
|
$9.03 Million
0.57% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.69 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
168,878
shares
|
$8.61 Million
5.1% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
167,700
shares
|
$8.55 Million
1.05% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
167,485
shares
|
$8.54 Million
5.33% of portfolio
|
Q2 2025
Added 4.88%
|