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Disclosery

FLOT ISHARES TR

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SHS (fund)

650 managers (658 13F filers) reported a position in FLOT shares at 2024-12-31, 130,910,477 shares in all. 51 filers opened a position and 40 filers sold out during the quarter.

Managers
650
13F filers
658
New
51
Added
239
Reduced
221
Sold out
40
Shares held by filers
130,910,477

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sowell Financial Services LLC45,903$2.34M0.12%+7,73213F-HRTimeline
Bonfire Financial45,551$2.32M2.1%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC45,494$2.31M0.19%+3,03913F-HRTimeline
ORG Partners LLC45,210$2.3M0.31%-38313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…45,006$2.29M0.23%-37313F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP44,924$2.29M0.02%+1,36613F-HRTimelineGroup
D.A. DAVIDSON & CO.44,647$2.27M0.02%-1,83513F-HRTimeline
Bryn Mawr Trust Advisors, LLC44,492$2.26M0.12%-18,98313F-HR/ATimeline
Destiny Wealth Partners, LLC44,338$2.26M0.37%+2,96513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,264$2.2M0.02%+8,34913F-HRTimelineGroup
Cresset Asset Management, LLC42,919$2.18M0.01%+58913F-HRTimeline
Bigelow Investment Advisors, LLC42,396$2.16M1.01%-2,68513F-HRTimeline
Global Retirement Partners, LLC41,251$2.1M0.06%+3,52413F-HRTimeline
WEBSTER BANK, N. A.41,007$2.09M0.22%+25,59813F-HRTimeline
Cunning Capital Partners, LP41,000$2.09M1.25%+8,00013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…40,962$2.08M0.09%-3,13113F-HRTimeline
Central Pacific Bank - Trust Division40,870$2.08M0.27%-27,40213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …40,506$2.06M0.04%-45,08013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC40,437$2.06M0.07%+26,91313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC40,308$2.05M0.52%-1,05913F-HRTimeline
Arkadios Wealth Advisors40,191$2.04M0.11%-4,75513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,060$2.04M<0.01%+7,09913F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB39,566$2.01M0.2%+1,90513F-HRTimeline
Verdence Capital Advisors LLC39,242$2M0.16%-10,07913F-HRTimeline
Sagace Wealth Management LLC39,223$2M1.5%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC38,835$1.98M0.08%013F-HRTimeline
Reyes Financial Architecture, Inc.38,258$1.95M1.53%13F-HRTimeline
Elmwood Wealth Management, Inc.37,793$1.92M0.78%new13F-HRTimeline
ARVEST INVESTMENTS, INC.37,372$1.9M0.3%+1,92313F-HRTimeline
Beaird Harris Wealth Management, LLC37,033$1.88M0.16%+67113F-HRTimeline
ETF Store, Inc.36,702$1.87M2.32%-1,63113F-HRTimeline
Roundview Capital LLC36,544$1.86M0.13%-62013F-HRTimeline
TOEWS CORP /ADV36,437$1.85M1.1%-2,00013F-HRTimeline
Allianz SEgroup of 2 filers holding36,338$1.85M0Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding35,587$1.81M+11,098Timeline
One Capital Management, LLC35,569$1.81M0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,843$1.77M<0.01%+10,34313F-HR/ATimeline
Kades & Cheifetz LLC34,249$1.74M0.89%-98113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK34,093$1.73M0.06%-83913F-HRTimelineGroup
Orion Porfolio Solutions, LLC33,707$1.72M0.02%-8,74813F-HRTimeline
Orion Portfolio Solutions, LLC33,707$1.72M0.02%-8,74813F-HRTimeline
Bluesphere Advisors LLC33,485$1.7M0.83%-2,37013F-HRTimeline
Clarity Financial LLC32,846$1.67M0.2%-10813F-HRTimeline
BLAIR WILLIAM & CO/IL32,583$1.66M<0.01%+1,43313F-HRTimeline
Outlook Wealth Advisors, LLC32,149$1.64M0.47%-89113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …31,989$1.63M0.13%+21,15913F-HR/ATimeline
DHK Financial Advisors, Inc.31,726$1.61M0.98%+57413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,689$1.61M<0.01%-25,15913F-HRTimelineGroup
FIRST UNITED BANK & TRUST31,657$1.61M0.59%+3,91813F-HRTimeline
Octavia Wealth Advisors, LLC30,909$1.57M0.19%-4,21413F-HRTimeline
J.W. COLE ADVISORS, INC.30,693$1.56M0.06%+5,27613F-HRTimeline
Clearstead Advisors, LLC30,615$1.56M0.02%-5,22013F-HRTimeline
Jaffetilchin Investment Partners, LLC30,549$1.55M0.11%+43413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,537$1.55M0.02%+23313F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC30,476$1.55M0.65%new13F-HRTimeline
Callahan Advisors, LLC30,284$1.54M0.15%-3,37813F-HRTimeline
OLD NATIONAL BANCORP /IN/29,607$1.51M0.04%013F-HRTimeline
Csenge Advisory Group29,529$1.5M0.08%-2,57813F-HRTimeline
DMC Group, LLC29,337$1.49M1.21%-94013F-HRTimeline
PFG Investments, LLC29,235$1.49M0.09%-2,35013F-HRTimeline
B. Riley Wealth Advisors, Inc.28,827$1.47M0.05%-2,72913F-HRTimeline
NTV Asset Management LLC28,706$1.46M0.19%+38213F-HRTimeline
Donor Advised Charitable Giving, Inc.28,444$1.45M0.03%+51413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.28,280$1.44M0.85%13F-HRTimeline
UNION SAVINGS BANK27,730$1.41M0.69%-48713F-HRTimeline
ARK & TLK INVESTMENTS, LLC27,017$1.37M0.48%+21,28113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,841$1.37M0.1%+1,37613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC26,714$1.36M0.11%+34713F-HRTimeline
Heck Capital Advisors, LLC26,640$1.36M0.16%+19,64313F-HR/ATimeline
Belpointe Asset Management LLC26,314$1.34M0.08%+1,17813F-HRTimeline
Blue Fin Capital, Inc.25,505$1.3M0.24%+52313F-HRTimeline
Jackson Creek Investment Advisors LLC25,340$1.29M0.39%+1,76613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,294$1.29M0.07%-2,37513F-HRTimeline
Laird Norton Wetherby Wealth Management…25,065$1.28M0.06%013F-HRTimeline
Forefront Analytics, LLC25,034$1.27M0.59%+12,84513F-HRTimeline
1 NORTH WEALTH SERVICES LLC24,935$1.27M0.54%13F-HRTimeline
Capital Investment Advisory Services, L…24,908$1.27M0.12%-73313F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,870$1.27M0.04%+10,17513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,832$1.27M+6,055Timeline
HARBOUR INVESTMENTS, INC.24,742$1.26M0.04%+4,39313F-HRTimeline
SlateStone Wealth, LLC24,585$1.25M0.12%+2,40013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…24,541$1.25M0.5%+11,97813F-HRTimeline
TCP Asset Management, LLC24,380$1.24M0.27%-322,26113F-HRTimeline
SYON CAPITAL LLC24,177$1.23M0.11%+1,34013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.23,975$1.22M0.45%new13F-HRTimeline
TriaGen Wealth Management LLC23,901$1.22M0.41%+1,70713F-HRTimeline
GRIES FINANCIAL LLC23,768$1.21M0.21%-19,39813F-HRTimeline
KMT WEALTH MANAGEMENT, LLC23,590$1.2M0.96%13F-HRTimeline
SYNOVUS FINANCIAL CORP23,473$1.19M0.02%+1,34813F-HRTimeline
Atria Investments, Inc23,326$1.19M0.01%+8,14913F-HRTimeline
Watts Gwilliam & Co., LLC23,281$1.19M0.25%+15,98213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC23,060$1.17M0.48%-1,97913F-HRTimeline
Prime Capital Investment Advisors, LLC23,011$1.17M0.02%-2,89413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,766$1.16M0.29%+45913F-HRTimelineGroup
Atlas Private Wealth Advisors22,740$1.16M0.16%013F-HRTimeline
Foundations Investment Advisors, LLC22,567$1.15M0.02%+9,81813F-HRTimeline
Independent Wealth Network Inc.22,137$1.13M0.46%+46613F-HRTimeline
Holos Integrated Wealth LLC22,082$1.12M0.77%13F-HRTimeline
Frisch Financial Group, Inc.22,025$1.12M0.34%+11,94813F-HRTimeline
Global Trust Asset Management, LLC22,024$1.12M0.43%-2,58513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC21,482$1.09M0.26%013F-HRTimeline
Crabel Capital Management, LLC21,351$1.09M3.53%-5,39213F-HRTimeline
May Hill Capital, LLC21,003$1.07M0.41%13F-HRTimeline
Edgestream Partners, L.P.20,434$1.04M0.04%-46113F-HRTimeline
RDA Financial Network20,336$1.03M0.3%-20,24013F-HRTimeline
Pinnacle Financial Partners Inc20,168$1.03M0.02%+75113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…20,069$1.02M0.06%+11,50313F-HRTimeline
CENTAURUS FINANCIAL, INC.20,015$1.02M0.06%+56013F-HRTimeline
Venturi Wealth Management, LLC20,000$1.02M0.05%-5513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC19,980$1.02M0.2%+2,06813F-HRTimeline
WNY Asset Management, LLC19,713$1M0.12%+3,25613F-HRTimeline
MGB Wealth Management, LLC19,508$992K0.31%-32813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,228$978K<0.01%+9,28713F-HRTimelineGroup
WBH ADVISORY INC19,132$973K0.09%+4,23713F-HRTimeline
Western Wealth Management, LLC18,783$956K0.06%-1,28813F-HR/ATimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…18,711$952K0.08%+95513F-HRTimelineGroup
BTS Asset Management, Inc.18,694$951K0.95%-71313F-HRTimeline
Trivium Point Advisory, LLC18,655$949K0.12%-1,03913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …18,488$941K1.83%-24,05213F-HRTimeline
Crews Bank & Trust18,427$938K0.16%13F-HRTimeline
Loudon Investment Management, LLC17,902$911K0.52%+4,77013F-HRTimeline
TOWNSQUARE CAPITAL LLC17,680$900K0.01%-7413F-HRTimeline
Prepared Retirement Institute LLC17,671$899K0.51%-2,66513F-HRTimeline
Capital Investment Services of America,…17,450$888K0.08%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.17,374$884K0.49%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,306$881K-5,928Timeline
Midwest Financial Network, LLC17,104$870K0.9%13F-HRTimeline
Merit Financial Group, LLC17,077$869K0.02%+3,61513F-HRTimeline
Guidance Point Advisors, LLC16,942$862K0.24%+22913F-HRTimeline
L.K. Benson & Company, P.C.16,647$847K0.6%13F-HRTimeline
Dakota Wealth Management16,621$846K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,496$839K<0.01%-154,36613F-HRTimelineGroup
Midwest Professional Planners, LTD.16,416$835K0.25%-10213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…16,199$824K0.13%new13F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC15,800$804K0.36%-2,58013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC15,650$796K0.02%-90013F-HRTimeline
NorthCrest Asset Manangement, LLC15,511$789K0.02%+1,13313F-HR/ATimeline
NAPATREE CAPITAL LLC15,468$787K0.46%new13F-HRTimeline
Spartan Planning & Wealth Management15,406$784K0.72%13F-HRTimeline
CENTRAL TRUST Co15,386$783K0.02%+3,44813F-HRTimeline
Prospera Financial Services Inc15,338$781K0.02%-24113F-HRTimeline
Avidian Wealth Enterprises, LLC15,331$780K0.04%-1,39013F-HRTimeline
Connecticut Wealth Management, LLC15,311$779K0.04%-18913F-HRTimeline
Baker Avenue Asset Management, LP15,124$769K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,070$767K0.02%-7813F-HRTimeline
Western Financial Corp/CA15,038$765K0.42%+1,44613F-HRTimeline
Arax Advisory Partners15,025$764K0.05%+2,18913F-HRTimeline
Perigon Wealth Management, LLC14,978$764K0.02%-12,86713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,000$763K0.08%-1,70013F-HRTimeline
Professional Financial Advisors, LLC14,903$758K0.19%-11513F-HRTimeline
PINNACLE ASSOCIATES LTD14,810$754K0.01%-8,09513F-HRTimeline
Pine Valley Investments Ltd Liability Co14,614$744K0.05%+26413F-HRTimeline
WJ Wealth Management, LLC14,447$735K0.25%+9,70013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC14,432$734K0.53%013F-HRTimeline
Ashton Thomas Private Wealth, LLC14,316$728K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.14,297$727K0.06%-5,34213F-HRTimeline
Bright Futures Wealth Management, LLC.14,117$721K0.64%new13F-HRTimeline
Flavin Financial Services, Inc.14,153$720K0.69%13F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,999$712K0.01%-11,89513F-HRTimelineGroup
IFP Advisors, Inc13,969$711K0.02%-2,83213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,893$707K0.06%new13F-HRTimeline
Bellwether Advisors, LLC13,859$705K0.13%-313F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,649$694K0.07%+5613F-HRTimeline
Integrated Advisors Network LLC13,549$689K0.03%+74313F-HRTimeline
Disciplined Investments, LLC13,522$688K0.34%-56413F-HRTimeline
Klaas Financial Asset Advisors, LLC13,510$687K0.12%+38113F-HRTimeline
L.M. KOHN & COMPANY13,471$685K0.18%new13F-HRTimeline
Hobbs Group Advisors, LLC13,418$683K0.26%-2,26113F-HRTimeline
PRIVATE TRUST CO NA13,286$676K0.07%+2,92813F-HRTimeline
SageView Advisory Group, LLC13,033$663K0.03%+8,16713F-HRTimeline
Stelac Advisory Services LLC12,913$657K0.26%-3,97513F-HRTimeline
WINTRUST INVESTMENTS LLC12,901$656K0.58%+2,27313F-HRTimeline
CALTON & ASSOCIATES, INC.12,865$655K0.29%+4,61913F-HRTimeline
Two West Capital Advisors LLC12,730$648K0.56%-68813F-HRTimeline
Rise Advisors, LLC12,669$645K0.31%-34813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC12,662$644K0.19%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,548$638K<0.01%+6,39513F-HRTimelineGroup
INNEALTA CAPITAL, LLC12,490$635K0.31%+5,67313F-HRTimeline
Ameliora Wealth Management Ltd.12,420$632K0.24%013F-HRTimeline
Geneos Wealth Management Inc.12,357$629K0.02%-2,22713F-HRTimeline
Valmark Advisers, Inc.12,228$622K0.01%+3,87513F-HRTimeline
Register Financial Advisors LLC12,199$621K0.31%-57013F-HRTimeline
SHUFRO ROSE & CO LLC11,900$605K0.05%-80013F-HRTimeline
Black Swift Group, LLC11,770$599K0.13%+6,94513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,716$596K0.11%-50013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,628$592K<0.01%new13F-HRTimelineGroup
World Investment Advisors11,265$573K0.02%-5513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,251$572K0.03%-4,10913F-HR/ATimelineGroup
Aveo Capital Partners, LLC11,247$572K0.06%-28313F-HRTimeline
Welch & Forbes LLC11,225$571K0.01%013F-HRTimeline
Wealth Advisory Solutions, LLC10,994$559K0.16%-413F-HRTimeline
Patten Group, Inc.10,912$555K0.12%+3,85413F-HRTimeline
First Heartland Consultants, Inc.10,867$553K0.06%+2,35313F-HRTimeline
BridgePort Financial Solutions, LLC10,724$548K0.25%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,730$546K0.09%+5,34113F-HRTimeline
WESBANCO BANK INC10,712$545K0.02%-2,44613F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.10,677$543K0.36%+1,07013F-HRTimeline
JFS WEALTH ADVISORS, LLC10,612$540K0.04%new13F-HRTimeline
First Horizon Advisors, Inc.10,593$539K0.02%+3,13813F-HRTimeline
VICUS CAPITAL10,579$538K0.05%+41613F-HRTimeline