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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
83,764
shares
|
$4.27 Million
0.64% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
82,380
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
82,289
shares
|
$4.2 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
82,046
shares
|
$4.19 Million
0.08% of portfolio
|
Q1 2025
Added 263.57%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
81,998
shares
|
$4.18 Million
1.96% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
81,484
shares
|
$4.16 Million
0.32% of portfolio
|
Q1 2025
Added 34.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
80,982
shares
|
$4.13 Million
0.01% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
79,389
shares
|
$4.05 Million
0.79% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
79,389
shares
|
$4.05 Million
0.88% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
78,760
shares
|
$4.02 Million
0.15% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,378
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.17%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
78,000
shares
|
$3.98 Million
0.94% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
77,626
shares
|
$3.96 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
77,166
shares
|
$3.94 Million
2.94% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
77,070
shares
|
$3.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
76,704
shares
|
$3.91 Million
4.11% of portfolio
|
Q2 2022
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
74,819
shares
|
$3.82 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
74,397
shares
|
$3.8 Million
3.06% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
74,238
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
72,770
shares
|
$3.71 Million
0.11% of portfolio
|
Q2 2025
Added 201.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
72,669
shares
|
$3.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
71,929
shares
|
$3.67 Million
0.08% of portfolio
|
Q1 2025
Added 52.57%
|