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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
Rialto Wealth Management, LLC10,468$533K0.18%13F-HRTimeline
Nilsine Partners, LLC10,391$529K0.06%+2,43913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,000$509K<0.01%-1,10013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$509K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,965$507K<0.01%-10,95713F-HRTimelineGroup
Breakwater Capital Group9,914$504K0.1%-60513F-HRTimeline
Certified Advisory Corp9,820$500K0.05%-9913F-HRTimeline
NOVEM GROUP9,715$494K0.07%13F-HRTimeline
THOMPSON DAVIS & CO., INC.9,667$492K0.32%-3,84513F-HRTimeline
LEE DANNER & BASS INC9,642$491K0.04%new13F-HRTimeline
Keystone Wealth Services, LLC9,625$490K0.13%-23513F-HRTimeline
Powers Advisory Group, LLC9,532$485K0.24%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,501$483K0.09%013F-HRTimeline
Independent Family Office, LLC9,420$479K0.25%013F-HRTimeline
Main Street Financial Solutions, LLC9,368$477K0.05%+21513F-HRTimeline
Portland Financial Advisors Inc9,298$473K1.27%13F-HRTimeline
Avantax Planning Partners, Inc.9,202$468K0.02%-71713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,000$458K0.04%new13F-HRTimeline
Smith Thornton Advisors LLC8,995$458K0.29%013F-HRTimeline
Oxinas Partners, LLC8,973$457K0.27%-5,24013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,718$444K0.41%13F-HRTimeline
Horizon Investments, LLC8,472$429K0.01%+6,13113F-HRTimeline
Smithfield Trust Co8,323$423K0.02%-1,93213F-HRTimeline
Northwest Bancshares, Inc.8,164$415K0.08%013F-HRTimeline
United Asset Strategies, Inc.8,117$413K0.04%-5,32713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,070$411K0.08%-18513F-HRTimeline
Knuff & Co LLC8,050$410K0.12%+1,05013F-HRTimeline
EP Wealth Advisors, LLC8,042$409K<0.01%-56613F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.8,011$408K0.81%+12713F-HRTimeline
LexAurum Advisors, LLC7,978$406K0.08%-2,23513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,945$404K0.03%+5,28813F-HRTimeline
Summit Financial, LLC7,934$404K0.01%+14613F-HRTimeline
Dynamic Advisor Solutions LLC7,898$402K0.02%-18,19913F-HRTimeline
Cherry Tree Wealth Management, LLC7,814$398K0.1%-1,94613F-HRTimeline
Summit Asset Management, LLC7,783$396K0.07%+1,61913F-HRTimeline
Summit Place Financial Advisors, LLC7,780$396K0.23%-3,00013F-HRTimeline
First International Bank & Trust7,742$394K0.13%013F-HRTimeline
BARD ASSOCIATES INC7,740$394K0.13%+1,68913F-HRTimeline
WINNACLE WEALTH LLC7,753$392K0.39%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,638$389K0.03%+18913F-HRTimelineGroup
Anchor Pointe Wealth Management, LLC7,585$386K0.5%13F-HRTimeline
MRP Capital Investments, LLC7,500$382K0.35%+7,00013F-HRTimeline
MERIDIAN MANAGEMENT CO7,430$378K0.1%013F-HRTimeline
CHOREO, LLC7,411$377K0.01%-13313F-HRTimeline
Mascagni Wealth Management, Inc.7,255$370K0.37%13F-HR/ATimeline
Focus Financial Network, Inc.7,209$367K0.01%+90113F-HRTimeline
Eagle Bay Advisors LLC7,204$367K0.23%-1,20013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,141$364K0.13%13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,080$360K0.08%-3413F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,003$356K0.01%+2,03213F-HRTimeline
Alpha Omega Wealth Management LLC6,990$356K0.07%013F-HRTimeline
Ethos Financial Group, LLC6,927$352K0.05%new13F-HRTimeline
Coastline Trust Co6,905$351K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TAP Consulting, LLC6,896$351K0.07%-66513F-HRTimeline
Bison Wealth, LLC6,887$350K0.04%13F-HRTimeline
Essex LLC6,823$347K0.07%-1,70013F-HRTimeline
Elm3 Financial Group, LLC6,763$344K0.29%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,662$339K0.18%+2,32913F-HRTimeline
Fortis Capital Advisors, LLC6,609$338K0.12%+913F-HRTimeline
Royal Fund Management, LLC6,618$337K0.04%new13F-HRTimeline
SteelPeak Wealth, LLC6,522$332K0.01%+14013F-HRTimeline
Integrated Capital Management, LLC6,514$331K0.18%-25513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,476$329K0.06%new13F-HRTimeline
Beacon Pointe Advisors, LLC6,362$324K<0.01%-17213F-HRTimeline
Charter Oak Capital Management, LLC6,337$322K0.03%-1,89913F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,100$310K0.02%013F-HRTimeline
Tidemark, LLC6,044$308K0.12%013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,038$307K0.02%013F-HRTimeline
Kraft, Davis & Associates, LLC6,021$307K0.09%013F-HRTimeline
Ceeto Capital Group, LLC6,000$305K0.11%013F-HRTimeline
Sherman Asset Management, Inc.5,924$301K0.28%13F-HRTimeline
Mezzasalma Advisors, LLC5,917$301K0.1%-24613F-HRTimeline
HTLF Bank5,900$300K0.03%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,840$298K0.07%-12513F-HRTimeline
Fortitude Advisory Group L.L.C.5,834$297K0.18%-5813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…5,801$295K0.11%+1,62013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,774$294K0.01%013F-HRTimeline
Evanson Asset Management, LLC5,746$292K0.02%new13F-HRTimeline
NewEdge Wealth, LLC5,678$289K0.01%-62413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,630$286K0.03%+7513F-HRTimeline
GWN SECURITIES INC.5,616$286K0.08%13F-HRTimeline
Trilogy Capital Inc.5,615$286K0.01%-3813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,556$283K0.02%-39,13613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,528$281K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC5,512$280K0.02%-2313F-HRTimeline
IHT Wealth Management, LLC5,502$280K0.01%-1,16713F-HRTimeline
FULLCIRCLE WEALTH LLC5,359$273K0.11%013F-HRTimeline
Clarus Wealth Advisors5,355$273K0.14%013F-HRTimeline
Haverford Financial Services, Inc.5,364$273K0.08%+4513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,343$272K0.02%-43413F-HRTimelineGroup
Coppell Advisory Solutions LLC5,340$272K0.04%+213F-HRTimeline
Sovran Advisors, LLC5,315$271K0.04%13F-HRTimeline
KG Capital Management5,320$271K0.09%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD5,249$267K<0.01%-92013F-HRTimelineGroup
Financial Partners Group, Inc5,217$265K0.04%-16413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,183$264K0.05%-7713F-HRTimeline
Capital Advisors, Ltd. LLC5,174$263K0.03%+2313F-HRTimeline
Advyzon Investment Management, LLC5,152$262K0.1%13F-HRTimeline
Spinnaker Investment Group, LLC5,100$259K0.06%new13F-HRTimeline
Seaside Wealth Management, Inc.5,092$259K0.09%+9213F-HRTimeline
Sequoia Financial Advisors, LLC5,084$259K<0.01%-19813F-HR/ATimeline
Mandatum Life Insurance Co Ltd5,060$257K0.08%013F-HRTimeline
Dorsey & Whitney Trust CO LLC5,000$254K0.01%-1,00013F-HRTimeline
Cypress Wealth Services, LLC4,970$253K0.05%-7,39413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,950$252K0.01%013F-HRTimeline
Inlet Private Wealth, LLC4,950$252K0.07%-20013F-HRTimeline
CFM WEALTH PARTNERS LLC4,850$247K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,790$244K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Powell Investment Advisors, LLC4,674$238K0.11%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,599$234K0.12%+9013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,589$233K0.02%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,574$233K0.02%-35013F-HRTimeline
TrueWealth Advisors, LLC4,540$231K0.08%013F-HRTimeline
OPTIMA CAPITAL LLC4,502$229K0.16%13F-HRTimeline
Investment Advisory Group, LLC4,498$229K0.08%013F-HRTimeline
Summit Wealth Partners, LLC4,492$229K0.05%013F-HRTimeline
KPP Advisory Services LLC4,450$226K0.05%013F-HRTimeline
Wealthstar Advisors, LLC4,407$224K0.1%13F-HRTimeline
Exchange Bank4,401$224K0.18%013F-HRTimeline
Wealthspire Retirement, LLC4,391$223K0.02%new13F-HRTimeline
Wick Capital Partners, LLC4,390$223K0.07%new13F-HR/ATimeline
Vectors Research Management, LLC4,348$221K0.08%-36,36813F-HRTimeline
Koshinski Asset Management, Inc.4,313$219K0.02%-46013F-HRTimeline
Revisor Wealth Management LLC4,310$219K0.2%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,302$219K0.16%+1513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,272$217K0.02%new13F-HRTimeline
Williams Jones Wealth Management, LLC.4,252$216K<0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,247$216K0.03%-24013F-HRTimeline
Federation des caisses Desjardins du Qu…4,239$216K<0.01%-4,29713F-HRTimeline
FIRST MANHATTAN CO. LLC.4,220$215K<0.01%-17513F-HRTimeline
Bay Rivers Group4,161$212K0.1%new13F-HRTimeline
Talon Private Wealth, LLC4,090$208K0.04%new13F-HR/ATimeline
Lifeworks Advisors, LLC4,032$205K0.04%-42113F-HRTimeline
FINANCIAL COUNSELORS INC4,020$205K<0.01%-20,88613F-HRTimeline
Northstar Advisory Group, LLC4,017$204K0.1%new13F-HRTimeline
West Wealth Group, LLC4,013$204K0.06%-61813F-HRTimeline
American Financial Advisors, LLC4,000$204K0.03%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,985$203K0.05%-40013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,980$203K0.05%013F-HRTimeline
Ramiah Investment Group3,948$201K0.18%-31513F-HRTimeline
CoreCap Advisors, LLC3,907$199K0.01%-3313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,603$183K<0.01%-55913F-HRTimelineGroup
FMR LLCin group FMR LLC3,577$182K<0.01%+88013F-HRTimelineGroup
Laurel Wealth Advisors LLC3,208$163K0.03%013F-HRTimeline
Sachetta, LLC3,200$163K0.06%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd21,150$161K0.01%+25013F-HRTimelineGroup
Glen Eagle Advisors, LLC2,990$152K0.03%+1,50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,680$136K<0.01%+56313F-HRTimelineGroup
MAI Capital Management2,614$133K<0.01%new13F-HRTimeline
Continuum Advisory, LLC2,443$124K0.02%+25313F-HRTimeline
Addison Advisors LLC2,400$122K0.03%-1,38013F-HRTimeline
Westside Investment Management, Inc.2,353$120K0.03%013F-HRTimeline
Hexagon Capital Partners LLC2,300$117K0.02%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,289$117K0.07%13F-HRTimeline
Aptus Capital Advisors, LLC2,266$115K<0.01%-5013F-HRTimeline
Cove Street Capital, LLC2,200$112K0.13%013F-HRTimeline
Archer Investment Corp2,064$105K0.03%013F-HRTimeline
Park Place Capital Corp2,000$102K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC1,974$100K0.02%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,968$100K0.07%new13F-HRTimeline
West Branch Capital LLC1,966$100K0.03%-24013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,946$99K0.05%013F-HRTimeline
TD Waterhouse Canada Inc.1,945$99K<0.01%-1,03513F-HRTimeline
PFG Private Wealth Management, LLC1,760$89.5K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,663$84.6K<0.01%-43413F-HRTimelineGroup
Front Row Advisors LLC1,614$82.1K0.03%+20013F-HRTimeline
Sanctuary Wealth Management, L.L.C.1,598$81.3K0.05%+26613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,392$70.8K0.02%+96713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,387$70.6K<0.01%013F-HRTimelineGroup
LRI Investments, LLC1,285$65.4K0.01%-33013F-HRTimeline
Caldwell Trust Co1,257$64K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,204$61.2K0.02%+213F-HRTimeline
Parallel Advisors, LLC1,150$58.6K<0.01%-1,96813F-HRTimeline
Sugarloaf Wealth Management, LLC1,147$58.4K0.01%+2013F-HRTimeline
Rosenberg Matthew Hamilton1,129$57.4K0.01%013F-HRTimeline
Headlands Technologies LLC1,118$56.9K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,105$56.2K<0.01%013F-HRTimeline
Blue Trust, Inc.1,060$53.9K<0.01%+3513F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,015$51.6K<0.01%013F-HRTimelineGroup
IFS Advisors, LLC1,000$50.9K0.04%013F-HRTimeline
Transce3nd, LLC864$44K0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC807$41.1K<0.01%+32513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC803$41K<0.01%+413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…797$40.6K<0.01%+1113F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…708$36K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT687$35K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.638$32.6K0.01%13F-HRTimeline
WealthShield Partners, LLC640$32.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC625$31.8K0.01%+1213F-HRTimeline
Spectrum Wealth Counsel, LLC603$30.7K<0.01%+813F-HRTimeline
GPS Wealth Strategies Group, LLC509$25.9K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…500$25.4K<0.01%013F-HR/ATimeline
North Star Investment Management Corp.490$24.9K<0.01%013F-HRTimeline
Financial Freedom, LLC488$24.9K0.01%+613F-HRTimeline
Wilmington Savings Fund Society, FSB464$23.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC449$22.8K0.02%13F-HRTimeline
Bell Investment Advisors, Inc427$21.7K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN425$21.6K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.4K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …393$20K<0.01%new13F-HRTimelineGroup