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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
67,747
shares
|
$3.45 Million
0.14% of portfolio
|
Q2 2020
Added 2.64%
|
|
|
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
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
66,322
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
66,261
shares
|
$3.38 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Family Office LLC
El Paso, TX |
Aug 04, 2025 Q2 2025 |
65,692
shares
|
$3.35 Million
4.48% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
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%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
64,827
shares
|
$3.3 Million
3.11% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
64,689
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
64,359
shares
|
$3.28 Million
0.81% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
62,840
shares
|
$3.2 Million
0.05% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
62,132
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
61,914
shares
|
$3.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
61,723
shares
|
$3.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
61,558
shares
|
$3.14 Million
0.6% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,175
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
60,554
shares
|
$3.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
59,404
shares
|
$3.03 Million
0.1% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
58,902
shares
|
$3 Million
3.6% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
57,970
shares
|
$2.95 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
57,607
shares
|
$2.94 Million
0.33% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,490
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Added 38.13%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
57,168
shares
|
$2.91 Million
0.08% of portfolio
|
Q1 2024
Reduced 50.9%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
56,681
shares
|
$2.89 Million
0.38% of portfolio
|
Q2 2025
Reduced 93.56%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
56,187
shares
|
$2.86 Million
0.79% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
55,638
shares
|
$2.84 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|