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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
ATLAS CAPITAL ADVISORS INC.390$19.8K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC379$19.3K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC379$19.3K0.01%013F-HRTimeline
Caitlin John, LLC358$18.2K0.01%013F-HRTimeline
Friedenthal Financial357$18.2K0.01%+6913F-HRTimeline
Pinnacle Bancorp, Inc.325$16.5K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp319$16.2K<0.01%new13F-HRTimelineGroup
ROGCO, LP288$14.7K0.01%-74213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…242$12.3K<0.01%new13F-HRTimelineGroup
City State Bank235$12K<0.01%+4513F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …234$11.9K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.209$10.6K<0.01%-25013F-HRTimeline
WASHINGTON TRUST Co202$10.3K<0.01%-19813F-HRTimeline
TSFG, LLC197$10K<0.01%013F-HRTimeline
Bangor Savings Bank179$9.11K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.179$9.11K0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC178$9.06K<0.01%-34613F-HRTimeline
Kiely Wealth Advisory Group, Inc.167$8.51K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC144$7.35K<0.01%new13F-HRTimelineGroup
Bristlecone Advisors, LLC141$7.17K<0.01%013F-HRTimeline
NorthRock Partners, LLC141$7.17K<0.01%013F-HR/ATimeline
HHM Wealth Advisors, LLC120$6.11K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.127$6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC108$5.5K<0.01%013F-HRTimeline
Synergy Investment Management, LLC106$5.39K<0.01%13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.09K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.100$5.09K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC99$5.04K<0.01%-43613F-HR/ATimeline
Sunbelt Securities, Inc.98$4.99K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC80$4.06K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC79$4.02K<0.01%013F-HRTimeline
Covestor Ltd85$4K<0.01%+413F-HRTimeline
Provident Wealth Management, LLC63$3.21K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC57$2.89K<0.01%13F-HRTimeline
Millstone Evans Group, LLC51$2.6K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.46$2.35K<0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.44$2.24K<0.01%013F-HRTimeline
American Capital Advisory, LLC34$1.73K<0.01%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$1.27K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.25$1.27K<0.01%-6213F-HRTimeline
Key Financial Inc19$967<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.9$458<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC5$257<0.01%013F-HRTimeline
GeoWealth Management, LLC5$254<0.01%013F-HRTimeline
Sound Income Strategies, LLC4$204<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2$102<0.01%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1$61<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$37<0.01%-80913F-HRTimelineGroup
Demars Financial Group, LLC38,039,428$748K+37,296,32013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.