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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
170,497
shares
|
$8.7 Million
0.71% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
167,264
shares
|
$8.53 Million
2.53% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
166,507
shares
|
$8.5 Million
0.32% of portfolio
|
Q1 2025
Added 1063.08%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
164,919
shares
|
$8.41 Million
5.63% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
164,134
shares
|
$8.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
162,935
shares
|
$8.31 Million
2.8% of portfolio
|
Q1 2025
Added 96.58%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
162,235
shares
|
$8.28 Million
0.37% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
162,000
shares
|
$8.27 Million
0.43% of portfolio
|
Q1 2025
Added 1095.66%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
160,979
shares
|
$8.21 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
160,377
shares
|
$8.18 Million
1.07% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
159,686
shares
|
$8.15 Million
5.7% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
158,447
shares
|
$8.08 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
156,947
shares
|
$8.01 Million
1.99% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
152,289
shares
|
$7.77 Million
0.85% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
151,426
shares
|
$7.73 Million
1.54% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
150,397
shares
|
$7.67 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
149,886
shares
|
$7.65 Million
0.56% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
147,187
shares
|
$7.51 Million
3.37% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
147,128
shares
|
$7.51 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
145,375
shares
|
$7.42 Million
1.93% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
142,622
shares
|
$7.28 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
141,133
shares
|
$7.2 Million
6.68% of portfolio
|
Q3 2022
Added 6.97%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
140,706
shares
|
$7.18 Million
2.09% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
140,696
shares
|
$7.18 Million
0.11% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
138,663
shares
|
$7.07 Million
1.41% of portfolio
|
Q1 2025
Reduced 28.06%
|