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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
PETTYJOHN, WOOD & WHITE, INC11,716$598K0.11%013F-HRTimeline
Ameliora Wealth Management Ltd.11,620$593K0.22%-80013F-HRTimeline
First Heartland Consultants, Inc.11,434$584K0.06%+56713F-HRTimeline
INNEALTA CAPITAL, LLC11,377$581K0.31%-1,11313F-HRTimeline
Global Trust Asset Management, LLC11,258$575K0.35%-10,76613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,254$575K0.03%+6,66513F-HRTimelineGroup
Disciplined Investments, LLC11,247$574K0.26%-2,27513F-HRTimeline
Perigon Wealth Management, LLC11,218$573K0.01%-3,76013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.11,135$568K0.06%-3,86513F-HRTimeline
BARD ASSOCIATES INC11,057$564K0.21%+3,31713F-HRTimeline
BridgePort Financial Solutions, LLC10,998$561K0.25%+27413F-HRTimeline
Stelac Advisory Services LLC10,963$560K0.23%-1,95013F-HRTimeline
Knuff & Co LLC10,885$556K0.19%+2,83513F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.10,775$550K0.42%+9813F-HRTimeline
Rialto Wealth Management, LLC10,664$544K0.17%+19613F-HRTimeline
Welch & Forbes LLC10,600$541K0.01%-62513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,598$541K0.1%+5,41513F-HRTimeline
Dunhill Financial, LLC4,430$537K0.24%new13F-HRTimeline
NATURAL INVESTMENTS, LLC10,488$535K0.15%new13F-HRTimeline
Prepared Retirement Institute LLC10,456$534K0.34%-7,21513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,396$531K0.05%+6,12413F-HR/ATimeline
TABLEAUX LLC10,213$521K0.38%new13F-HRTimeline
AlphaCore Capital LLC10,200$521K0.04%new13F-HRTimeline
NOVEM GROUP10,182$520K0.07%+46713F-HRTimeline
THOMPSON DAVIS & CO., INC.10,177$520K0.41%+51013F-HRTimeline
Breakwater Capital Group10,164$519K0.09%+25013F-HRTimeline
Wealth Advisory Solutions, LLC10,103$516K0.14%-89113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$510K0.01%013F-HRTimeline
GRIES FINANCIAL LLC9,958$508K0.1%-13,81013F-HRTimeline
WESBANCO BANK INC9,920$506K0.02%-79213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,886$503K0.04%+88613F-HRTimeline
Charter Oak Capital Management, LLC9,755$498K0.05%+3,41813F-HRTimeline
Main Street Financial Solutions, LLC9,676$494K0.04%+30813F-HRTimeline
LEE DANNER & BASS INC9,642$492K0.04%013F-HRTimeline
KG Capital Management9,623$491K0.16%+4,30313F-HRTimeline
Certified Advisory Corp9,524$486K0.06%-29613F-HRTimeline
Independent Family Office, LLC9,420$481K0.25%013F-HRTimeline
Fourth Dimension Wealth, LLC9,368$478K0.23%+9,36613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,364$478K0.09%-13713F-HRTimeline
Balboa Wealth Partners9,292$474K0.11%new13F-HRTimeline
O'ROURKE & COMPANY, Inc9,251$472K0.23%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,223$471K0.01%+3,97413F-HRTimelineGroup
NWAM LLC9,220$471K0.04%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,220$471K0.09%+1,15013F-HRTimeline
BTS Asset Management, Inc.9,067$463K0.52%-9,62713F-HRTimeline
Smith Thornton Advisors LLC8,995$459K0.29%013F-HRTimeline
Avantax Planning Partners, Inc.8,978$458K0.02%-22413F-HRTimeline
Keystone Wealth Services, LLC8,963$458K0.12%-66213F-HRTimeline
Focus Financial Network, Inc.8,929$456K0.02%+1,72013F-HRTimeline
Trivium Point Advisory, LLC8,830$451K0.06%-9,82513F-HRTimeline
Dynamic Advisor Solutions LLC8,757$447K0.01%+85913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,640$441K0.39%-7813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,605$439K<0.01%-1,36013F-HR/ATimelineGroup
Garner Asset Management Corp8,382$428K0.19%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,245$421K<0.01%-1,75513F-HRTimelineGroup
EP Wealth Advisors, LLC8,042$411K<0.01%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.7,998$410K0.82%-1313F-HRTimeline
SteelPeak Wealth, LLC8,002$409K0.02%+1,48013F-HRTimeline
OPINICUS CAPITAL, INC.7,891$403K0.36%new13F-HRTimeline
Northwest Bancshares, Inc.7,810$399K0.07%-35413F-HRTimeline
First International Bank & Trust7,742$395K0.12%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,540$385K0.03%-9813F-HRTimelineGroup
Fortune Financial Advisors, LLC7,443$380K0.33%new13F-HRTimeline
MERIDIAN MANAGEMENT CO7,430$379K0.12%013F-HR/ATimeline
CHOREO, LLC7,411$378K0.01%013F-HRTimeline
Mascagni Wealth Management, Inc.7,255$370K0.37%013F-HR/ATimeline
Eagle Bay Advisors LLC7,195$367K0.31%-913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,141$365K0.14%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,131$364K0.18%+46913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,100$362K0.08%+2013F-HRTimeline
Strategic Blueprint, LLC7,066$361K0.02%new13F-HRTimeline
Sherman Asset Management, Inc.7,056$360K0.34%+1,13213F-HRTimeline
Aurora Private Wealth, Inc.7,053$360K0.29%new13F-HR/ATimeline
Cherry Tree Wealth Management, LLC7,023$359K0.09%-79113F-HRTimeline
Advyzon Investment Management, LLC7,001$357K0.13%+1,84913F-HRTimeline
Summit Asset Management, LLC6,997$357K0.06%-78613F-HRTimeline
Alpha Omega Wealth Management LLC6,990$357K0.07%013F-HRTimeline
Bison Wealth, LLC6,911$353K0.03%+2413F-HRTimeline
Ethos Financial Group, LLC6,927$352K0.03%013F-HRTimeline
Essex LLC6,823$348K0.08%013F-HRTimeline
Elm3 Financial Group, LLC6,663$340K0.3%-10013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,486$331K0.01%-51713F-HRTimeline
Integrated Capital Management, LLC6,396$327K0.18%-11813F-HRTimeline
Smithfield Trust Co6,361$325K0.02%-1,96213F-HRTimeline
Beacon Pointe Advisors, LLC6,365$325K<0.01%+313F-HRTimeline
Summit Place Financial Advisors, LLC6,360$325K0.18%-1,42013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,138$313K0.01%new13F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,100$311K0.02%013F-HRTimeline
United Asset Strategies, Inc.6,073$310K0.03%-2,04413F-HRTimeline
BOSTON FAMILY OFFICE LLC6,038$308K0.02%013F-HRTimeline
GeoWealth Management, LLC6,022$307K0.01%+6,01713F-HRTimeline
GC Wealth Management RIA, LLC6,017$307K0.06%new13F-HRTimeline
Trilogy Capital Inc.6,012$307K0.02%+39713F-HRTimeline
Ceeto Capital Group, LLC6,000$306K0.12%013F-HRTimeline
K.J. Harrison & Partners Inc5,928$303K0.06%new13F-HRTimeline
Tidemark, LLC5,848$299K0.11%-19613F-HRTimeline
Evanson Asset Management, LLC5,790$296K0.02%+4413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,775$295K0.1%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,774$295K0.01%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,705$291K0.03%+7513F-HRTimeline
Modern Wealth Management, LLC5,693$291K0.01%new13F-HR/ATimeline
Royal Fund Management, LLC5,558$284K0.03%-1,06013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,528$282K0.02%013F-HRTimeline
Mezzasalma Advisors, LLC5,476$280K0.1%-44113F-HRTimeline
Fortitude Advisory Group L.L.C.5,500$279K0.2%-33413F-HRTimeline
Van Hulzen Asset Management, LLC5,363$274K0.02%-14913F-HRTimeline
STABLEFORD CAPITAL II LLC5,391$274K0.12%new13F-HRTimeline
MOLLER WEALTH PARTNERS5,350$273K0.07%new13F-HRTimeline
FULLCIRCLE WEALTH LLC5,359$273K0.11%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd23,260$269K0.02%+2,11013F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.5,156$263K0.01%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Seaside Wealth Management, Inc.5,130$262K0.09%+3813F-HRTimeline
Addison Capital Co5,109$261K0.1%new13F-HRTimeline
Spinnaker Investment Group, LLC5,100$260K0.06%013F-HRTimeline
Mandatum Life Insurance Co Ltd5,060$258K0.08%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,113$257K0.06%-72713F-HRTimeline
LANARK FINANCIAL, INC.4,982$254K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,950$253K0.01%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC4,902$250K0.07%-7,76013F-HRTimeline
CFM WEALTH PARTNERS LLC4,850$248K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,690$239K0.01%-10013F-HRTimeline
Rockingstone Advisors LLC4,680$239K0.11%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,661$238K0.01%+1,05813F-HRTimelineGroup
Optivise Advisory Services LLC4,580$234K0.13%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,556$233K0.02%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,543$232K0.12%-5613F-HRTimeline
TrueWealth Advisors, LLC4,540$232K0.08%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,524$231K<0.01%+28513F-HRTimeline
Investment Advisory Group, LLC4,498$230K0.08%013F-HRTimeline
Cypress Wealth Services, LLC4,475$228K0.05%-49513F-HRTimeline
KPP Advisory Services LLC4,450$227K0.04%013F-HRTimeline
Exchange Bank4,401$225K0.18%013F-HRTimeline
Wick Capital Partners, LLC4,390$224K0.07%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,387$224K<0.01%+16713F-HRTimeline
ROGCO, LP4,343$222K0.09%+4,05513F-HRTimeline
Powell Investment Advisors, LLC4,337$221K0.11%-33713F-HRTimeline
IHT Wealth Management, LLC4,336$221K0.01%-1,16613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,309$220K0.16%+713F-HRTimeline
Redhawk Wealth Advisors, Inc.4,279$218K0.03%+3213F-HRTimeline
Williams Jones Wealth Management, LLC.4,252$217K<0.01%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,247$217K0.05%+26713F-HRTimeline
Capital Advisors, Ltd. LLC4,234$216K0.03%-94013F-HRTimeline
Lionsbridge Wealth Management LLC4,170$213K0.19%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,064$207K<0.01%new13F-HRTimelineGroup
FINANCIAL COUNSELORS INC4,017$205K<0.01%-313F-HRTimeline
Summit Wealth Partners, LLC4,007$205K0.04%-48513F-HRTimeline
Dorsey & Whitney Trust CO LLC4,000$204K0.01%-1,00013F-HRTimeline
HB Wealth Management, LLC3,995$204K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,733$190K0.01%+2,93013F-HRTimelineGroup
Glen Eagle Advisors, LLC3,590$183K0.03%+60013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,455$176K<0.01%+77513F-HRTimelineGroup
Coastline Trust Co3,435$175K0.02%-3,47013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC3,382$173K<0.01%-19513F-HRTimelineGroup
Laurel Wealth Advisors LLC3,208$164K0.03%013F-HRTimeline
Sachetta, LLC3,200$163K0.07%013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …3,188$163K<0.01%+2,95413F-HRTimelineGroup
Medallion Wealth Advisors, LLC3,057$156K0.07%+3,00013F-HRTimeline
MAI Capital Management2,570$131K<0.01%-4413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,447$125K0.08%+15813F-HRTimeline
Westside Investment Management, Inc.2,353$120K0.03%013F-HRTimeline
Continuum Advisory, LLC2,302$118K0.02%-14113F-HRTimeline
Hexagon Capital Partners LLC2,300$117K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,210$113K<0.01%-5613F-HRTimeline
Cove Street Capital, LLC2,200$112K0.18%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,119$108K<0.01%+1,32213F-HRTimelineGroup
TD Waterhouse Canada Inc.2,075$106K<0.01%+13013F-HRTimeline
Park Place Capital Corp2,000$102K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC1,974$101K0.02%013F-HRTimeline
Advisor Resource Council18,482$100K0.01%new13F-HRTimeline
Addison Advisors LLC1,950$99.5K0.03%-45013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,946$99.3K0.05%013F-HRTimeline
Front Row Advisors LLC1,914$97.7K0.04%+30013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,880$96K<0.01%+21713F-HRTimelineGroup
Horizon Investments, LLC1,827$92.5K<0.01%-6,64513F-HRTimeline
Archer Investment Corp1,809$92.3K0.02%-25513F-HRTimeline
PFG Private Wealth Management, LLC1,737$88.7K0.05%-2313F-HRTimeline
SIMPLEX TRADING, LLC1,500$76K<0.01%new13F-HRTimeline
LRI Investments, LLC1,285$65.6K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,270$64.8K<0.01%-11713F-HRTimelineGroup
Caldwell Trust Co1,257$64.2K0.01%013F-HRTimeline
Parallel Advisors, LLC1,151$58.8K<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC1,109$56.6K0.05%-6,64413F-HRTimeline
WHITTIER TRUST CO1,105$56.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,070$54.6K0.01%-13413F-HRTimeline
Blue Trust, Inc.1,068$54.5K<0.01%+813F-HRTimeline
WealthShield Partners, LLC1,040$53.1K0.01%+40013F-HRTimeline
IFS Advisors, LLC1,000$51K0.04%013F-HRTimeline
Citizens National Bank Trust Department948$48.4K0.01%new13F-HRTimeline
SVB WEALTH LLC840$42.9K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC827$42.2K<0.01%+2013F-HRTimeline
Rosenberg Matthew Hamilton800$40.8K0.01%-32913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC724$37K<0.01%-29113F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…708$36.1K0.02%013F-HRTimeline
WASHINGTON TRUST Co692$35.3K<0.01%+49013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT687$35.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.638$32.6K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC629$32.1K0.01%+413F-HRTimeline
Spectrum Wealth Counsel, LLC603$30.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC592$30.2K<0.01%+8313F-HRTimeline
Asset Dedication, LLC573$29.3K<0.01%new13F-HRTimeline