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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
116,157
shares
|
$5.93 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
|
$5.91 Million
1.94% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
115,591
shares
|
$5.9 Million
0.55% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
115,529
shares
|
$5.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
115,302
shares
|
$5.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
113,437
shares
|
$5.79 Million
0.56% of portfolio
|
Q1 2025
Added 140.24%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
113,000
shares
|
$5.77 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
111,155
shares
|
$5.67 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
110,327
shares
|
$5.63 Million
0.07% of portfolio
|
Q2 2025
Added 75.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
105,891
shares
|
$5.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
103,433
shares
|
$5.28 Million
3.97% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
103,076
shares
|
$5.26 Million
0.05% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
101,594
shares
|
$5.18 Million
1.85% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
98,481
shares
|
$5.02 Million
0.3% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
98,425
shares
|
$5.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
98,336
shares
|
$5.02 Million
2.14% of portfolio
|
Q1 2025
Reduced 59.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
96,901
shares
|
$4.94 Million
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
95,266
shares
|
$4.86 Million
1.97% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
95,026
shares
|
$4.85 Million
0.1% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
94,344
shares
|
$4.81 Million
0.6% of portfolio
|
Q1 2025
Added 378.59%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
93,662
shares
|
$4.78 Million
0.15% of portfolio
|
Q1 2025
Added 205.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
91,513
shares
|
$4.67 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
91,484
shares
|
$4.67 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
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%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
89,811
shares
|
$4.58 Million
0.38% of portfolio
|
Q1 2025
Added 0.93%
|