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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
113,123
shares
|
$5.77 Million
0.86% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,302
shares
|
$5.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 62.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
110,940
shares
|
$5.65 Million
0.12% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
110,327
shares
|
$5.62 Million
0.07% of portfolio
|
Q2 2025
Added 75.18%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
107,236
shares
|
$5.47 Million
1.77% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
106,429
shares
|
$5.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
105,321
shares
|
$5.37 Million
0.28% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
103,591
shares
|
$5.28 Million
1.99% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
103,553
shares
|
$5.28 Million
0.09% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
102,031
shares
|
$5.2 Million
3.94% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
97,148
shares
|
$4.95 Million
1.41% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
95,014
shares
|
$4.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
94,940
shares
|
$4.84 Million
0.29% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
93,977
shares
|
$4.79 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
92,055
shares
|
$4.69 Million
3.62% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
91,513
shares
|
$4.66 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
90,920
shares
|
$4.63 Million
0.36% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
90,365
shares
|
$4.61 Million
0.54% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
89,466
shares
|
$4.56 Million
0.39% of portfolio
|
Q2 2025
Added 399.22%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
89,432
shares
|
$4.56 Million
0.08% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
87,890
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2023
Reduced 36.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
85,215
shares
|
$4.34 Million
0.96% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
84,717
shares
|
$4.32 Million
0.5% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
83,986
shares
|
$4.28 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
82,125
shares
|
$4.19 Million
1.37% of portfolio
|
Q2 2025
Added 16.29%
|