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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
NorthRock Partners, LLC521$26.6K<0.01%+38013F-HRTimeline
Headlands Technologies LLC518$26.4K<0.01%-60013F-HRTimeline
MRP Capital Investments, LLC500$25.5K0.02%-7,00013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…500$25.5K<0.01%013F-HRTimeline
Financial Freedom, LLC491$25.1K0.01%+313F-HRTimeline
North Star Investment Management Corp.490$25K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.475$24.2K<0.01%+8513F-HRTimeline
Wilmington Savings Fund Society, FSB464$23.7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc427$21.8K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN425$21.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH425$21.7K0.01%-96713F-HRTimeline
Opal Wealth Advisors, LLC414$21.1K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.4K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …393$20.1K<0.01%013F-HRTimelineGroup
Friedenthal Financial379$19.3K0.01%+2213F-HRTimeline
Future Financial Wealth Managment LLC379$19.3K0.01%013F-HRTimeline
West Branch Capital LLC371$18.9K0.01%-1,59513F-HRTimeline
Pinnacle Bancorp, Inc.325$16.6K0.01%013F-HRTimeline
Transce3nd, LLC314$16K0.01%-55013F-HRTimeline
NewSquare Capital LLC301$15.4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC299$15.3K0.01%-15013F-HRTimeline
City State Bank235$12K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.209$10.7K<0.01%013F-HRTimeline
TSFG, LLC198$10K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC142$7.27K<0.01%new13F-HR/ATimeline
Bristlecone Advisors, LLC141$7.2K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC120$6.13K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.127$6K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…114$5.82K<0.01%-12813F-HRTimelineGroup
Rossby Financial, LCC111$5.65K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC108$5.51K<0.01%013F-HRTimeline
Synergy Investment Management, LLC107$5.45K<0.01%+113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.11K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC99$5.04K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.98$5K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…88$4.49K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC79$4.03K<0.01%013F-HRTimeline
Covestor Ltd85$4K<0.01%013F-HRTimeline
Provident Wealth Management, LLC63$3.22K<0.01%013F-HRTimeline
Sound Income Strategies, LLC57$2.93K<0.01%+5313F-HRTimeline
Millstone Evans Group, LLC51$2.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$2.36K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.44$2.25K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC39$1.99K<0.01%-4113F-HRTimeline
Realta Investment Advisors34$1.74K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.22$1.12K<0.01%-313F-HRTimeline
Key Financial Inc14$715<0.01%-513F-HRTimeline
Iron Horse Wealth Management, LLC5$260<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$37<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-20,06913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC39,475,476$773K+1,436,04813F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.