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 153 Million shares, which have been reported (via 13F filing form) to have a value of $7.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
258,269
shares
|
$13.2 Million
9.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
255,406
shares
|
$13 Million
0.11% of portfolio
|
Q1 2025
Added 62.53%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
254,422
shares
|
$13 Million
9.54% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
245,876
shares
|
$12.5 Million
3.58% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
245,106
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
242,992
shares
|
$12.4 Million
0.45% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
240,784
shares
|
$12.3 Million
3.22% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
237,789
shares
|
$12.1 Million
0.12% of portfolio
|
Q1 2025
Added 47.35%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
232,325
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 1308.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
230,424
shares
|
$11.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
227,452
shares
|
$11.6 Million
3.38% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
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%
|
|
|
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%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
212,380
shares
|
$10.8 Million
0.34% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
208,452
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
192,592
shares
|
$9.83 Million
7.47% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
192,189
shares
|
$9.81 Million
3.56% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
189,817
shares
|
$9.68 Million
1.17% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
183,834
shares
|
$9.38 Million
4.38% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
177,585
shares
|
$9.06 Million
0.21% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
177,234
shares
|
$9.04 Million
0.57% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
174,764
shares
|
$8.92 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
171,359
shares
|
$8.74 Million
0.06% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
171,128
shares
|
$8.73 Million
2.53% of portfolio
|
Q1 2025
Reduced 4.22%
|