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Disclosery

FLOT ISHARES TR

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SHS (fund)

652 managers (660 13F filers) reported a position in FLOT shares at 2025-03-31, 145,999,130 shares in all. 56 filers opened a position and 48 filers sold out during the quarter.

Managers
652
13F filers
660
New
56
Added
324
Reduced
192
Sold out
48
Shares held by filers
145,999,130

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,082$2.96M0.04%+14,81813F-HRTimelineGroup
D.A. DAVIDSON & CO.57,836$2.95M0.02%+13,18913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp57,406$2.93M<0.01%+17,34613F-HRTimelineGroup
WRAPMANAGER INC57,330$2.93M0.77%+3,84713F-HRTimeline
Farther Finance Advisors, LLC57,280$2.91M0.07%+6,62713F-HRTimeline
Capital Asset Advisory Services LLC56,270$2.86M0.15%+2,57813F-HRTimeline
Belpointe Asset Management LLC54,886$2.8M0.15%+28,57213F-HRTimeline
Waverly Advisors, LLC54,783$2.8M0.03%new13F-HRTimeline
Eldridge Investment Advisors, Inc.54,457$2.78M0.64%+41713F-HRTimeline
Legacy Capital Wealth Partners, LLC53,171$2.71M0.67%+91713F-HRTimeline
GFG Capital, LLC52,835$2.7M0.83%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…52,133$2.66M0.53%-2813F-HRTimelineGroup
Heck Capital Advisors, LLC51,636$2.64M0.3%+24,99613F-HRTimeline
Independent Solutions Wealth Management…51,113$2.61M0.58%+3,81713F-HRTimeline
ETF Store, Inc.51,093$2.61M3.2%+14,39113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,605$2.58M0.26%+5,59913F-HRTimelineGroup
Cunning Capital Partners, LP50,000$2.55M1.63%+9,00013F-HRTimeline
Sowell Financial Services LLC49,090$2.51M0.11%+3,18713F-HRTimeline
TOEWS CORP /ADV48,924$2.5M1.1%+12,48713F-HRTimeline
Destiny Wealth Partners, LLC47,952$2.45M0.39%+3,61413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.47,848$2.44M0.12%+1,94513F-HRTimeline
Private Advisory Group LLC47,591$2.43M0.28%-5,15613F-HRTimeline
Snowden Capital Advisors LLC46,719$2.38M0.08%-1,51613F-HRTimeline
Alpha Cubed Investments, LLC46,470$2.37M0.11%-2,32313F-HRTimeline
Arkadios Wealth Advisors46,277$2.36M0.09%+6,08613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC46,235$2.36M0.19%+74113F-HRTimeline
Cascade Financial Partners, LLC45,852$2.34M0.3%-1,56913F-HRTimeline
LexAurum Advisors, LLC44,482$2.27M0.44%+36,50413F-HRTimeline
ORG Partners LLC44,598$2.27M0.56%-61213F-HRTimeline
Bonfire Financial44,181$2.26M2.08%-1,37013F-HRTimeline
Allianz SEgroup of 2 filers holding43,938$2.24M+7,600Timeline
Nilsine Partners, LLC43,897$2.24M0.25%+33,50613F-HRTimeline
NewEdge Advisors, LLC43,376$2.21M0.01%-10,91513F-HRTimeline
Cresset Asset Management, LLC43,171$2.2M0.01%+25213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC43,058$2.2M0.09%-5,87013F-HRTimeline
WEBSTER BANK, N. A.43,007$2.2M0.24%+2,00013F-HRTimeline
ARVEST INVESTMENTS, INC.42,460$2.17M0.34%+5,08813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,620$2.12M<0.01%+22,39213F-HR/ATimelineGroup
Bigelow Investment Advisors, LLC41,101$2.1M1%-1,29513F-HRTimeline
RiverTree Advisors, LLC40,312$2.06M1.38%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC39,490$2.02M0.57%-81813F-HRTimeline
Lion Street Advisors, LLC39,306$2.01M0.64%new13F-HRTimeline
Sagace Wealth Management LLC39,223$2M1.51%013F-HRTimeline
Independent Wealth Network Inc.38,626$1.97M0.79%+16,48913F-HRTimeline
Brookwood Investment Group LLC38,193$1.95M0.33%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,905$1.94M<0.01%-21,00813F-HRTimelineGroup
One Capital Management, LLC37,842$1.93M0.07%+2,27313F-HRTimeline
Central Pacific Bank - Trust Division37,628$1.92M0.27%-3,24213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,600$1.91M0.15%+5,61113F-HRTimeline
Beaird Harris Wealth Management, LLC37,319$1.91M0.16%+28613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.36,884$1.88M0.68%+12,90913F-HRTimeline
Outlook Wealth Advisors, LLC36,648$1.87M0.52%+4,49913F-HRTimeline
Elmwood Wealth Management, Inc.36,323$1.85M0.76%-1,47013F-HRTimeline
FIRST AMERICAN TRUST, FSB35,861$1.83M0.17%-3,70513F-HRTimeline
Bryn Mawr Trust Advisors, LLC35,544$1.81M0.11%-8,94813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,001$1.79M0.06%-5,43613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,474$1.76M<0.01%-342,25513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.34,066$1.74M0.05%+5,23913F-HRTimeline
Roundview Capital LLC34,061$1.74M0.13%-2,48313F-HRTimeline
Bluesphere Advisors LLC33,745$1.72M0.99%+26013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC33,375$1.7M0.06%-5,46013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…33,240$1.7M0.63%+8,69913F-HRTimeline
DHK Financial Advisors, Inc.31,971$1.63M0.9%+24513F-HRTimeline
Powers Advisory Group, LLC31,282$1.6M0.76%+21,75013F-HRTimeline
Csenge Advisory Group31,338$1.59M0.09%+1,80913F-HRTimeline
NTV Asset Management LLC31,106$1.59M0.21%+2,40013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.31,075$1.59M0.96%+2,79513F-HRTimeline
Jaffetilchin Investment Partners, LLC30,740$1.57M0.11%+19113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,537$1.56M0.02%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,516$1.56M<0.01%-4,32713F-HRTimeline
Orion Porfolio Solutions, LLC30,112$1.54M0.02%-3,59513F-HRTimeline
Orion Portfolio Solutions, LLC30,112$1.54M0.02%-3,59513F-HR/ATimeline
Octavia Wealth Advisors, LLC29,717$1.52M0.18%-1,19213F-HRTimeline
OLD NATIONAL BANCORP /IN/29,604$1.51M0.04%-313F-HRTimeline
Atria Investments, Inc29,456$1.5M0.02%+6,13013F-HRTimeline
BLAIR WILLIAM & CO/IL29,321$1.5M<0.01%-3,26213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding28,695$1.46M+11,389Timeline
Callahan Advisors, LLC28,569$1.46M0.14%-1,71513F-HRTimeline
PFG Investments, LLC28,357$1.45M0.09%-87813F-HRTimeline
Loudon Investment Management, LLC28,187$1.44M0.82%+10,28513F-HRTimeline
1 NORTH WEALTH SERVICES LLC27,659$1.41M0.65%+2,72413F-HRTimeline
Nalls Sherbakoff Group, LLC27,598$1.41M1.15%13F-HRTimeline
Klaas Financial Asset Advisors, LLC27,576$1.41M0.24%+14,06613F-HRTimeline
SlateStone Wealth, LLC27,360$1.4M0.14%+2,77513F-HRTimeline
Blue Fin Capital, Inc.26,980$1.38M0.27%+1,47513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC26,604$1.36M0.11%-11013F-HRTimeline
ARK & TLK INVESTMENTS, LLC26,582$1.36M0.48%-43513F-HRTimeline
FIRST UNITED BANK & TRUST26,182$1.34M0.5%-5,47513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC26,031$1.33M0.6%+2,97113F-HRTimeline
Jackson Creek Investment Advisors LLC25,734$1.31M0.42%+39413F-HRTimeline
HARBOUR INVESTMENTS, INC.25,497$1.3M0.04%+75513F-HRTimeline
TriaGen Wealth Management LLC25,400$1.3M0.46%+1,49913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,061$1.28M0.1%-1,78013F-HRTimeline
Buck Wealth Strategies, LLC25,001$1.28M0.23%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,120$1.23M0.04%-75013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,759$1.21M0.31%+99313F-HRTimelineGroup
SageView Advisory Group, LLC23,701$1.21M0.05%+10,66813F-HRTimeline
KMT WEALTH MANAGEMENT, LLC23,590$1.2M0.83%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding23,445$1.2M-12,142Timeline
D L CARLSON INVESTMENT GROUP INC23,256$1.19M0.23%+16,78013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC23,207$1.18M0.23%+3,22713F-HRTimeline
Geneos Wealth Management Inc.23,180$1.18M0.02%+10,82313F-HRTimeline
DMC Group, LLC23,161$1.18M0.96%-6,17613F-HRTimeline
Watts Gwilliam & Co., LLC23,100$1.18M0.26%-18113F-HRTimeline
L.M. KOHN & COMPANY23,061$1.18M0.31%+9,59013F-HRTimeline
SYNOVUS FINANCIAL CORP22,994$1.17M0.02%-47913F-HRTimeline
Joseph P. Lucia & Associates, LLC22,922$1.17M0.53%+7,12213F-HRTimeline
CENTAURUS FINANCIAL, INC.22,898$1.17M0.07%+2,88313F-HRTimeline
UNION SAVINGS BANK22,874$1.17M0.57%-4,85613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC22,777$1.16M0.06%-2,51713F-HRTimeline
Frisch Financial Group, Inc.21,988$1.12M0.31%-3713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.21,629$1.1M0.53%+4,25513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,583$1.1M<0.01%-10,10613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,467$1.1M0.01%-23,45713F-HRTimelineGroup
TCP Asset Management, LLC21,125$1.08M0.24%-3,25513F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,000$1.07M0.45%-9,47613F-HRTimeline
WBH ADVISORY INC20,812$1.06M0.1%+1,68013F-HRTimeline
Pinnacle Financial Partners Inc20,587$1.05M0.02%+41913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,471$1.05M0.09%+6,57813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,313$1.04M0.16%-69,62113F-HRTimeline
Edgestream Partners, L.P.20,300$1.04M0.04%-13413F-HRTimeline
TOWNSQUARE CAPITAL LLC20,239$1.03M0.01%+2,55913F-HRTimeline
MGB Wealth Management, LLC20,087$1.03M0.37%+57913F-HRTimeline
Financial Partners Group, Inc20,084$1.03M0.16%+14,86713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,789$1.01M0.06%+8,53813F-HR/ATimelineGroup
Crabel Capital Management, LLC19,658$1M1.08%-1,69313F-HRTimeline
Midwest Financial Network, LLC19,429$992K0.99%+2,32513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,461$991K-5,371Timeline
Clearstead Advisors, LLC19,284$984K0.02%-11,33113F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…19,160$978K0.27%new13F-HRTimelineGroup
Midwest Professional Planners, LTD.18,996$970K0.3%+2,58013F-HRTimeline
Western Wealth Management, LLC18,832$961K0.06%+4913F-HRTimeline
NAPATREE CAPITAL LLC18,726$956K0.54%+3,25813F-HRTimeline
Trek Financial, LLC18,720$956K0.07%-106,94513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…18,541$947K0.08%-17013F-HRTimelineGroup
Capital Investment Advisory Services, L…18,533$946K0.08%-6,37513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,921$915K0.09%new13F-HRTimeline
May Hill Capital, LLC17,909$914K0.34%-3,09413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.17,884$913K0.01%-60,45713F-HRTimelineGroup
Revisor Wealth Management LLC17,879$913K0.41%+13,56913F-HRTimeline
Capital Investment Services of America,…17,842$911K0.09%+39213F-HRTimeline
Atlas Private Wealth Advisors17,740$906K0.13%-5,00013F-HRTimeline
Crews Bank & Trust17,577$897K0.15%-85013F-HRTimeline
CENTRAL TRUST Co17,388$888K0.02%+2,00213F-HRTimeline
CALTON & ASSOCIATES, INC.17,304$883K0.2%+4,43913F-HR/ATimeline
Ausdal Financial Partners, Inc.17,073$872K0.07%+2,77613F-HRTimeline
Dakota Wealth Management16,748$855K0.02%+12713F-HRTimeline
Sovran Advisors, LLC16,836$855K0.11%+11,52113F-HRTimeline
RDA Financial Network16,256$830K0.25%-4,08013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC16,250$830K0.02%+60013F-HRTimeline
L.K. Benson & Company, P.C.16,094$822K0.57%-55313F-HRTimeline
Guidance Point Advisors, LLC16,027$818K0.23%-91513F-HRTimeline
JFS WEALTH ADVISORS, LLC15,899$812K0.05%+5,28713F-HRTimeline
Bright Futures Wealth Management, LLC.15,999$811K0.89%+1,88213F-HRTimeline
Garde Capital, Inc.15,788$806K0.05%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC15,705$802K0.65%+1,27313F-HRTimeline
Prospera Financial Services Inc15,684$801K0.02%+34613F-HRTimeline
Holos Integrated Wealth LLC15,670$800K0.52%-6,41213F-HRTimeline
Avidian Wealth Enterprises, LLC15,625$798K0.04%+29413F-HRTimeline
IFP Advisors, Inc15,581$795K0.02%+1,61213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,268$779K0.02%+19813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,200$776K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners15,142$773K0.05%+11713F-HRTimeline
PINNACLE ASSOCIATES LTD15,061$769K0.01%+25113F-HRTimeline
Connecticut Wealth Management, LLC15,000$766K0.04%-31113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,805$756K0.01%+80613F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …14,767$754K1.48%-3,72113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,542$742K0.14%+3,81213F-HR/ATimeline
WJ Wealth Management, LLC14,447$738K0.26%013F-HRTimeline
Bellwether Advisors, LLC14,338$732K0.15%+47913F-HRTimeline
World Investment Advisors14,301$730K0.02%+3,03613F-HRTimeline
Professional Financial Advisors, LLC14,170$723K0.18%-73313F-HRTimeline
Flavin Financial Services, Inc.14,058$718K0.66%-9513F-HR/ATimeline
NorthCrest Asset Manangement, LLC14,033$716K0.02%-1,47813F-HRTimeline
Summit Financial, LLC14,032$716K0.02%+6,09813F-HRTimeline
Western Financial Corp/CA13,974$713K0.41%-1,06413F-HRTimeline
Valmark Advisers, Inc.13,959$713K0.01%+1,73113F-HRTimeline
PRIVATE TRUST CO NA13,892$709K0.07%+60613F-HRTimeline
Donor Advised Charitable Giving, Inc.13,815$705K0.02%-14,62913F-HRTimeline
KFA Private Wealth Group, LLC13,744$702K0.25%new13F-HRTimeline
First Horizon Advisors, Inc.13,732$701K0.02%+3,13913F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,673$698K0.07%+2413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,494$689K<0.01%+94613F-HRTimelineGroup
Hobbs Group Advisors, LLC13,435$686K0.26%+1713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,389$684K0.05%+5,44413F-HRTimeline
VICUS CAPITAL13,378$683K0.06%+2,79913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,181$673K<0.01%+1,55313F-HRTimelineGroup
Patten Group, Inc.12,979$663K0.15%+2,06713F-HRTimeline
Black Swift Group, LLC12,830$655K0.15%+1,06013F-HRTimeline
Two West Capital Advisors LLC12,930$651K0.54%+20013F-HRTimeline
GWN SECURITIES INC.12,747$650K0.04%+7,13113F-HRTimeline
Pine Valley Investments Ltd Liability Co12,712$649K0.04%-1,90213F-HRTimeline
Summit Trail Advisors, LLC12,577$642K0.02%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…12,372$632K0.22%+6,57113F-HRTimeline
Reyes Financial Architecture, Inc.12,277$627K0.46%-25,98113F-HRTimeline
Register Financial Advisors LLC12,229$624K0.33%+3013F-HRTimeline
Rise Advisors, LLC12,225$624K0.28%-44413F-HRTimeline
JT Stratford LLC12,223$624K0.11%new13F-HRTimeline
Portland Financial Advisors Inc12,102$618K1.58%+2,80413F-HRTimeline
SHUFRO ROSE & CO LLC11,900$607K0.05%013F-HRTimeline