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My Recent Searches
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Ishares Floating Rate Note Fund (FLOT) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
584  19 |
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Total
shares held :
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96,773,509 |
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% of shares
held :
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8.87% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-87 |
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Amount
of shares held :
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-824,031 |
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% of shares
held change :
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-0.08% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Kalos Management Inc. |
145 |
*Closed |
2023-06-30 |
0 |
$0 |
-2,035 |
|
| Migdal Insurance & Financial Holdings Ltd. |
470 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,800 |
|
| Headlands Technologies LLC |
938 |
*Closed |
2023-12-31 |
0 |
$0 |
-141 |
|
| McGuire Investment Group LLC |
120 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,997 |
|
| Capital Financial Planning LLC |
87 |
*Closed |
2023-09-30 |
0 |
$0 |
-6,377 |
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| Artemis Wealth Advisors LLC |
28 |
*Closed |
2023-12-31 |
0 |
$0 |
-15 |
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| Strategic Wealth Partners Ltd. |
261 |
*Closed |
2023-03-31 |
0 |
$0 |
-4,089 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
869 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,500 |
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| GREAT VALLEY ADVISOR GROUP INC. |
723 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,309 |
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| Inscription Capital LLC |
202 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,421 |
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| TOWER RESEARCH CAPITAL LLC |
5777 |
*Closed |
2023-12-31 |
0 |
$0 |
-173 |
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| NorthRock Partners LLC |
384 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,114 |
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| COLONY GROUP LLC |
779 |
*Closed |
2023-09-30 |
0 |
$0 |
-6,573 |
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| Lansing Street Advisors |
116 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,296 |
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| STATE STREET CORP |
4251 |
*Closed |
2023-12-31 |
0 |
$0 |
-294,598 |
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| CI Private Wealth LLC |
2261 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,247 |
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| KPP Advisory Services LLC |
172 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,450 |
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| HERITAGE WEALTH MANAGEMENT LLC |
851 |
*Closed |
2023-12-31 |
0 |
$0 |
-54,476 |
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| Wright Fund Managment LLC |
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*Closed |
2023-12-31 |
0 |
$0 |
-93,800 |
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| OHE FINANCIAL INC |
242 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,357 |
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| BANQUE PICTET & CIE SA |
364 |
*Closed |
2023-12-31 |
0 |
$0 |
-84,500 |
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| SEI INVESTMENTS CO |
2584 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,036 |
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| Hibernia Wealth Partners LLC |
124 |
*Closed |
2023-12-31 |
0 |
$0 |
-124 |
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| Old Port Advisors |
210 |
*Closed |
2023-09-30 |
0 |
$0 |
-4,179 |
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| INNEALTA CAPITAL LLC |
100 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,599 |
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| Exchange Bank |
116 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,246 |
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| MRP Capital Investments LLC |
198 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,775 |
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| JFS WEALTH ADVISORS, LLC |
1976 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,175 |
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| Independent Wealth Network Inc. |
158 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,998 |
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| KARLINSKI ANDREW C |
54 |
*Closed |
2022-12-31 |
0 |
$0 |
-4,025 |
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| JNB Advisors LLC |
439 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,010 |
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| UMB BANK N A/MO |
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*Closed |
2023-12-31 |
0 |
$0 |
-294 |
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| CANTOR FITZGERALD L. P. |
478 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,503 |
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| Perennial Investment Advisors LLC |
334 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,722 |
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| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
812 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,256 |
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| CITADEL ADVISORS LLC |
6197 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,970 |
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| Wolff Financial Management LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-4,119 |
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| Invst LLC |
223 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,593 |
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| SageView Advisory Group LLC |
669 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,677 |
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| ATLAS CAPITAL ADVISORS LLC |
913 |
*Closed |
2024-03-31 |
0 |
$0 |
-430 |
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| Wealth Advisory Solutions LLC |
103 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,402 |
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| Sarasin & Partners LLP |
85 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,000 |
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| American Financial Advisors LLC |
146 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,018 |
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| Johnson Bixby & Associates LLC |
105 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,792 |
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| ADVANTUS CAPITAL MANAGEMENT INC |
936 |
*Closed |
2023-12-31 |
0 |
$0 |
-50,000 |
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| Ignite Planners LLC |
304 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,027 |
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| Farmers & Merchants Trust Co of Chambersburg PA |
|
*Closed |
2023-12-31 |
0 |
$0 |
-857 |
|
| LaSalle St. Investment Advisors LLC |
128 |
*Closed |
2023-09-30 |
0 |
$0 |
-5,230 |
|
| Acorn Wealth Advisors LLC |
189 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,722 |
|
| Family Asset Management LLC |
202 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,050 |
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| CFG ASSET MANAGEMENT LLC |
592 |
*Closed |
2023-12-31 |
0 |
$0 |
-198 |
|
| ALBION FINANCIAL GROUP /UT |
518 |
*Closed |
2024-03-31 |
0 |
$0 |
-86 |
|
| Savior LLC |
88 |
*Closed |
2023-12-31 |
0 |
$0 |
-18 |
|
| Flaharty Asset Management LLC |
477 |
*Closed |
2023-12-31 |
0 |
$0 |
-165 |
|
| Helen Stephens Group LLC |
75 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,182 |
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| Emerald Investment Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-3,920 |
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56 Records found
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1
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