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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
138,293
shares
|
$7.05 Million
2.57% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
136,391
shares
|
$6.95 Million
2.86% of portfolio
|
Q2 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
136,197
shares
|
$6.94 Million
0.54% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
135,834
shares
|
$6.92 Million
3.43% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
135,210
shares
|
$6.89 Million
0.26% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
133,765
shares
|
$6.82 Million
0.01% of portfolio
|
Q2 2025
Added 62.38%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
132,461
shares
|
$6.75 Million
1.74% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
131,824
shares
|
$6.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
130,922
shares
|
$6.67 Million
1.22% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
129,534
shares
|
$6.6 Million
1.05% of portfolio
|
Q2 2025
Added 959.76%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
128,813
shares
|
$6.57 Million
2.45% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
125,253
shares
|
$6.38 Million
0.01% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
124,506
shares
|
$6.35 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
124,468
shares
|
$6.34 Million
2.17% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
123,526
shares
|
$6.3 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
122,766
shares
|
$6.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
122,357
shares
|
$6.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
120,948
shares
|
$6.16 Million
0.05% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
118,331
shares
|
$6.03 Million
0.49% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
117,716
shares
|
$6 Million
1.98% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
117,104
shares
|
$5.97 Million
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
116,157
shares
|
$5.92 Million
0.04% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
115,840
shares
|
$5.9 Million
1.94% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
114,993
shares
|
$5.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
113,387
shares
|
$5.78 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.32%
|