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Get Institutions for : 
Ishares Floating Rate Note Fund (FLOT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 584    19
Total shares held : 
96,773,509  
% of shares held : 
8.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -87  
Amount of shares held : 
-824,031  
% of shares held change : 
  -0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
38
 1,405,698
 1.45%
 
Increased Positions :
195
 7,605,773
 7.86%
 
Unchanged Positions :
88
 740,822
 0.77%
 
Decreased Positions :
263
-8,566,277
-8.85%
 
Closed Positions :
57
-1,269,225
-1.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ANGELES INVESTMENT ADVISORS, LLC 15 *New 2023-12-31 412,500 $20,881,000 412,500
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 860 *New 2023-12-31 145,102 $7,345,000 145,102
   TOEWS CORP /ADV 8 *New 2024-03-31 127,000 $6,485,000 127,000
   Prime Capital Investment Advisors LLC *New 2023-12-31 91,468 $4,630,000 91,468
   OLD MISSION CAPITAL LLC 177 *New 2023-12-31 70,760 $3,582,000 70,760
   Virtue Capital Management LLC 32 *New 2023-12-31 58,605 $2,972,000 58,605
   INTERACTIVE FINANCIAL ADVISORS 19 *New 2023-12-31 19,773 $2,697,000 19,773
   Cresset Asset Management LLC 479 *New 2023-12-31 49,566 $2,509,000 49,566
   TORONTO DOMINION BANK 680 *New 2023-12-31 45,000 $2,278,000 45,000
   Outlook Wealth Advisors LLC 37 *New 2023-12-31 33,845 $1,713,000 33,845
   Global Assets Advisory LLC 174 *New 2024-03-31 83,091 $1,635,000 83,091
   Vigilare Wealth Management 23 *New 2023-12-31 29,067 $1,471,000 29,067
   CPR Investments Inc. 22 *New 2024-03-31 26,648 $1,361,000 26,648
   Schwab Charitable Fund *New 2023-12-31 26,841 $1,359,000 26,841
   Benchmark Investment Advisors LLC 121 *New 2023-12-31 21,887 $1,108,000 21,887
   NAVELLIER & ASSOCIATES INC 146 *New 2023-12-31 18,594 $941,000 18,594
   TWO SIGMA SECURITIES LLC 242 *New 2023-12-31 17,507 $886,000 17,507
   Aveo Capital Partners LLC 185 *New 2023-12-31 11,692 $592,000 11,692
   Ausdal Financial Partners Inc. 301 *New 2024-03-31 8,147 $416,000 8,147
   Blackston Financial Advisory Group LLC 56 *New 2023-12-31 7,333 $371,000 7,333
   Sequoia Financial Advisors LLC *New 2023-12-31 6,016 $305,000 6,016
   Cito Capital Group LLC 135 *New 2023-12-31 6,000 $304,000 6,000
   CENTAURUS FINANCIAL INC. 479 *New 2023-12-31 5,987 $303,000 5,987
   Narus Financial Partners LLC 110 *New 2024-03-31 5,773 $295,000 5,773
   CLS INVESTMENT FIRM LLC 1245 *New 2022-12-31 4,588 $231,000 4,588
   FOUNDERS FINANCIAL SECURITIES LLC 351 *New 2024-03-31 4,344 $222,000 4,344
   EAGLE ROCK INVESTMENT COMPANY LLC 134 *New 2024-03-31 4,354 $222,000 4,354
   Adams Wealth Management 92 *New 2023-12-31 4,033 $204,000 4,033
   Crane Advisory LLC 40 *New 2024-03-31 3,936 $200,000 3,936
   COVE STREET CAPITAL, LLC 60 *New 2023-12-31 2,200 $111,000 2,200
   SHEETS SMITH & ASSOCIATES INC 363 *New 2023-09-30 1,495 $76,000 1,495
   Planned Solutions Inc. 331 *New 2023-12-31 649 $33,000 649
   SCBT FINANCIAL CORP 385 *New 2023-12-31 638 $32,000 638
   Future Financial Wealth Managment LLC 351 *New 2024-03-31 379 $19,000 379
   Bell Investment Advisors Inc 422 *New 2023-12-31 294 $15,000 294
   Ahrens Investment Partners LLC 689 *New 2023-03-31 150 $8,000 150
   PACIFIC CAPITAL WEALTH ADVISORS INC 251 *New 2023-12-31 100 $5,000 100
   Lindbrook Capital LLC 2495 *New 2023-12-31 10 $1,000 10
   RICHARD BERNSTEIN ADVISORS LLC 227 *New 2023-12-31 18 $1,000 18
   Aptus Capital Advisors LLC 889 *New 2023-12-31 23 $1,000 23

  40 Records found
  1    
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