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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
71,852
shares
|
$3.67 Million
0.06% of portfolio
|
Q1 2025
Added 54.97%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
71,282
shares
|
$3.64 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
70,619
shares
|
$3.6 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
70,000
shares
|
$3.57 Million
4.68% of portfolio
|
Q1 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
69,321
shares
|
$3.54 Million
0.15% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
68,540
shares
|
$3.5 Million
1.6% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
68,228
shares
|
$3.48 Million
0.11% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
67,747
shares
|
$3.46 Million
0.14% of portfolio
|
Q2 2020
Added 2.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
67,644
shares
|
$3.45 Million
0.1% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
67,419
shares
|
$3.44 Million
2.9% of portfolio
|
Q2 2025
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
65,255
shares
|
$3.33 Million
4.0% of portfolio
|
Q2 2022
Reduced 2.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
64,015
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
63,976
shares
|
$3.26 Million
0.02% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
63,512
shares
|
$3.24 Million
3.14% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
63,291
shares
|
$3.23 Million
0.74% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
63,282
shares
|
$3.23 Million
0.15% of portfolio
|
Q1 2025
Added 1519.71%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
62,154
shares
|
$3.17 Million
0.14% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
61,912
shares
|
$3.16 Million
4.09% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
60,891
shares
|
$3.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
59,869
shares
|
$3.05 Million
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
59,402
shares
|
$3.03 Million
0.17% of portfolio
|
Q1 2025
Added 26.35%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
58,767
shares
|
$3 Million
0.05% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
57,970
shares
|
$2.96 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
57,836
shares
|
$2.95 Million
0.02% of portfolio
|
Q1 2025
Added 29.54%
|