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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,863,379$452M0.04%+975,22913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,446,909$278M0.02%+647,17613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,530,501$231M0.03%+447,44313F-HRTimelineGroup
LPL Financial LLC4,265,149$218M0.08%+709,61713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,059,303$156M0.04%+400,38613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,007,457$154M<0.01%-142,49713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…2,934,473$150M1.53%-120,65613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources2,895,327$148M0.04%+62,32813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,692,838$137M0.03%+180,98013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,611,975$133M0.04%+1,538,92613F-HRTimelineGroup
Glenview Trust Co2,529,427$129M2.51%+97,74913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,351,795$120M0.03%+872,35213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,285,333$117M+311,439Timeline
RENAISSANCE TECHNOLOGIES LLC2,184,300$112M0.17%+433,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,016,732$103M0.28%+68,34513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,981,408$101M0.05%+60,43713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,366,506$69.8M0.01%-48,39913F-HRTimelineGroup
DAVENPORT & Co LLC1,330,362$67.9M0.4%+45,80913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,182,988$60.4M1.13%+34,24313F-HRTimeline
Cetera Investment Advisers1,156,821$59.1M0.11%+154,22513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,110,508$56.7M0.09%+80,16213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC988,851$50.5M0.02%+126,76513F-HRTimelineGroup
Haverford Trust Co974,716$49.8M0.5%-61,87913F-HRTimeline
HARTLINE INVESTMENT CORP/940,534$48M6.41%+219,31313F-HRTimeline
TRUE Private Wealth Advisors879,848$44.9M5.46%+60,82013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP851,628$43.5M0.04%new13F-HRTimeline
BARINGS LLCin group BARINGS LLC780,000$39.8M0.99%-90,00013F-HRTimelineGroup
Verdence Capital Advisors LLC761,857$38.9M2.97%+722,61513F-HRTimeline
1832 Asset Management L.P.748,495$38.2M0.07%-1,71513F-HRTimeline
Diversified Portfolios, Inc.736,398$37.6M3.95%+95,35813F-HRTimeline
MML INVESTORS SERVICES, LLC703,906$35.9M0.12%+28,25513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.695,359$35.5M0.08%+105,89913F-HRTimelineGroup
NorthCoast Asset Management LLC623,289$31.8M0.16%+60,05013F-HR/ATimeline
HighTower Advisors, LLC605,132$30.9M0.04%+139,86813F-HRTimeline
Cambridge Investment Research Advisors,…603,413$30.8M0.1%+216,55713F-HRTimeline
Occidental Asset Management, LLC547,540$28M4.22%+261,85713F-HRTimeline
Towercrest Capital Management528,216$27M5.12%-126,95713F-HRTimeline
Atria Wealth Solutions, Inc.525,021$26.8M0.32%+158,27013F-HRTimeline
Destination Wealth Management498,251$25.4M0.8%+18,41813F-HRTimeline
OneDigital Investment Advisors LLC454,800$23.2M0.28%+150,53613F-HRTimeline
Modera Wealth Management, LLC452,864$23.1M0.31%-30,30213F-HRTimeline
Willis Johnson & Associates, Inc.452,046$23.1M1.75%+25,00613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC451,446$23M<0.01%-5,04913F-HR/ATimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK432,756$22.1M2.02%013F-HRTimeline
Florida Trust Wealth Management Co423,038$21.6M0.7%+340,88513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS421,984$21.5M0.05%+4,11913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding398,169$20.3M+43,520Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP390,332$19.9M0.02%+7,61913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO382,699$19.5M0.03%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC379,082$19.4M0.03%+20,36513F-HRTimeline
Baker Avenue Asset Management, LP378,107$19.3M0.6%+362,98313F-HRTimeline
COMERICA BANK365,793$18.7M0.08%+1,62913F-HRTimeline
Sigma Planning Corp351,431$17.9M0.57%+105,22213F-HRTimeline
LJI Wealth Management, LLC350,600$17.9M3.56%+13,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC344,491$17.6M0.03%-11,01113F-HRTimelineGroup
CWM, LLCin group CWM, LLC340,213$17.4M0.07%-8,95713F-HRTimelineGroup
RFG Advisory, LLC330,973$16.9M0.46%+81,73013F-HRTimeline
LaFleur & Godfrey LLC329,986$16.8M2.29%+133,09113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\314,216$16M0.02%+33,86213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC309,140$15.8M0.02%new13F-HRTimelineGroup
Avior Wealth Management, LLC308,977$15.8M0.6%+103,34113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC299,108$15.3M0.14%+29,82113F-HRTimelineGroup
CIBC WORLD MARKET INC.294,067$15M0.03%+122,81513F-HRTimeline
Capital Market Strategies LLC283,641$14.5M9.67%+8,31213F-HRTimeline
Integrated Wealth Concepts LLC281,114$14.4M0.17%+79,38913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/278,861$14.2M0.02%+80,34013F-HRTimelineGroup
Proficio Capital Partners LLC279,383$14.2M1.1%+52,36013F-HRTimeline
MCMORGAN & CO LLC266,757$13.6M2.18%-433,68513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT263,729$13.5M1%+9,71813F-HRTimeline
Cascade Wealth Advisors, Inc258,269$13.1M9.05%+65813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…255,406$13M0.11%+98,26613F-HRTimelineGroup
Betterment LLC245,106$12.5M0.03%+29,68613F-HRTimeline
Semmax Financial Advisors Inc.245,876$12.5M3.38%+13,90813F-HRTimeline
Alliance Wealth Management Group240,784$12.3M3.31%-6,77013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.237,789$12.1M0.12%+76,41613F-HRTimelineGroup
Nutshell Asset Management Ltd234,552$12M6.24%+58,84113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC232,325$11.9M0.02%+215,82913F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC231,569$11.8M0.14%+208,55813F-HRTimeline
Mutual Advisors, LLC230,424$11.7M0.34%-19,37713F-HRTimeline
Ifrah Financial Services, Inc.227,452$11.6M3.34%+8,57913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC213,726$10.9M8.32%+75,07513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…212,380$10.8M0.34%+12,63413F-HRTimelineGroup
SCOTIA CAPITAL INC.208,452$10.6M0.06%-8,15013F-HRTimeline
Sierra Capital LLC189,817$9.69M1.17%+16,07013F-HRTimeline
Clarus Wealth Advisors185,946$9.42M5.03%+180,59113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC177,585$9.07M0.2%+41413F-HRTimelineGroup
Buska Wealth Management, LLC177,101$9.04M2.83%+19,85713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding175,688$8.97M-29,148Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC174,764$8.92M0.27%-5,35613F-HRTimelineGroup
Private Advisor Group, LLC171,359$8.75M0.05%+45,40513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI171,208$8.74M0.48%+57,81013F-HRTimeline
Castle Rock Wealth Management, LLC171,128$8.7M2.35%-7,54613F-HRTimeline
Windsor Capital Management, LLC168,099$8.58M2.63%+1,63013F-HRTimeline
Ashton Thomas Private Wealth, LLC166,507$8.5M0.33%+152,19113F-HRTimeline
Perennial Advisors, LLC163,200$8.33M1.66%+16,57313F-HRTimeline
Financial Sense Advisors, Inc.162,935$8.32M2.38%+80,04913F-HRTimeline
Piedmont Capital Management, LLC164,919$8.27M5.94%+5,93113F-HRTimeline
Integrated Advisors Network LLC162,000$8.27M0.42%+148,45113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.160,377$8.19M1.04%+8,75413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC159,686$8.15M5.7%+10,12113F-HRTimeline
Kensington Asset Management, LLC158,447$8.09M0.85%new13F-HRTimeline
WESCAP Management Group, Inc.156,947$8.01M1.95%-6,31413F-HRTimeline
Chesley Taft & Associates LLC154,535$7.89M0.38%+10,90013F-HRTimeline
Kesler, Norman & Wride, LLC151,426$7.73M1.47%+19,44313F-HRTimeline
Orange Investment Advisors, Inc.151,134$7.72M0.92%+5,14313F-HRTimeline
COURIER CAPITAL LLC150,397$7.68M0.5%-7,93713F-HRTimeline
Financial Advocates Investment Manageme…149,886$7.65M0.54%+21,98713F-HRTimeline
Single Point Partners, LLC148,289$7.57M1.78%-7,44113F-HRTimeline
Obsidian Personal Planning Solutions LLC147,187$7.49M3.35%+4,13113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.146,282$7.47M1.25%+20,75013F-HRTimeline
Grey Ledge Advisors, LLC142,942$7.3M1.92%-7,76913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA140,706$7.18M1.98%+4,67113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …140,696$7.18M0.11%+10,84913F-HRTimelineGroup
Probity Advisors, Inc.138,663$7.08M1.36%-14,27413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC137,746$7.03M2.35%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…136,069$6.95M0.02%-8,00713F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…134,990$6.89M0.37%+28,35013F-HRTimeline
Columbus Macro, LLC134,517$6.87M0.91%+20,63613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.132,870$6.8M0.07%-131,10013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP133,242$6.8M0.1%-5,01313F-HRTimeline
SAX WEALTH ADVISORS, LLC132,667$6.77M0.48%+56,20713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers132,338$6.76M0.01%+6,14013F-HRTimelineGroup
Alpha Zero LLC131,524$6.71M5.12%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC130,875$6.68M3.32%+5,89513F-HRTimeline
Cadence Bank129,988$6.64M0.47%+13,52613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…129,393$6.61M2.52%+11,76813F-HRTimeline
Penobscot Investment Management Company…127,981$6.53M0.61%+12,97913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.127,534$6.51M0.41%+36,76613F-HRTimelineGroup
Weaver Consulting Group124,468$6.35M1.91%+14,57213F-HRTimeline
Steward Partners Investment Advisory, L…124,266$6.34M0.06%-5,08213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.125,253$6.28M0.01%+12,52013F-HRTimelineGroup
Advocacy Wealth Management, LLC119,770$6.11M0.42%+19,67113F-HRTimeline
RWA WEALTH PARTNERS, LLC119,755$6.11M0.08%-9,53513F-HRTimeline
Turning Point Benefit Group, Inc.121,099$6.09M5.7%+68,66313F-HRTimeline
Compound Planning, Inc.119,233$6.09M0.28%+7,28013F-HRTimeline
FC Advisory LLC118,727$6.06M2.05%new13F-HRTimeline
FCA CORP /TX117,716$6.01M1.92%+71813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.116,775$5.96M0.09%+17,94113F-HRTimelineGroup
Waterloo Capital, L.P.115,591$5.9M0.55%+7,66113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP115,529$5.9M0.01%-7,38313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC115,302$5.89M<0.01%-17613F-HRTimelineGroup
AlphaStar Capital Management, LLC113,437$5.79M0.58%+66,21913F-HRTimeline
iA Global Asset Management Inc.113,000$5.77M0.1%new13F-HRTimeline
Impact Capital Partners LLC107,343$5.48M1.99%+17,99713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…105,891$5.4M0.01%-1,30313F-HR/ATimelineGroup
WealthTrust Asset Management, LLC103,433$5.28M3.91%+19,59013F-HRTimeline
AE Wealth Management LLC103,076$5.26M0.04%+60513F-HRTimeline
Beirne Wealth Consulting Services, LLC101,594$5.19M1.85%+1,32313F-HRTimeline
Sanctuary Advisors, LLC100,823$5.15M0.04%-15,33413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…98,481$5.03M0.28%+14,66213F-HRTimelineGroup
Carmel Capital Partners, LLC98,336$5.02M1.97%-144,21613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC96,711$4.94M0.21%+91,36813F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC95,266$4.86M0.38%+2,76213F-HRTimeline
Advisory Services Network, LLC95,026$4.85M0.09%+5,19213F-HRTimeline
WNY Asset Management, LLC94,344$4.82M0.57%+74,63113F-HRTimeline
J.W. COLE ADVISORS, INC.93,662$4.78M0.15%+62,96913F-HRTimeline
Portfolio Design Labs, LLC91,484$4.67M0.96%-71513F-HRTimeline
Schechter Investment Advisors, LLC90,365$4.61M0.38%+3,53813F-HRTimeline
Regal Investment Advisors LLC89,811$4.58M0.37%+83113F-HRTimeline
US FINANCIAL ADVISORS, LLC83,986$4.29M1.27%-1,58513F-HRTimeline
Scarborough Advisors, LLC83,764$4.28M0.61%+1,52913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,380$4.21M<0.01%+13,24013F-HRTimelineGroup
Foundations Investment Advisors, LLC82,046$4.19M0.08%+59,47913F-HRTimeline
GUIDANCE CAPITAL, INC82,289$4.18M1.28%-3,56413F-HRTimeline
Weitzel Financial Services, Inc.81,998$4.17M1.99%+51513F-HRTimeline
Arete Wealth Advisors, LLC81,484$4.16M0.32%+20,85513F-HRTimeline
Adams Wealth Management79,389$4.05M0.8%+15,99213F-HRTimeline
CacheTech Inc.79,389$4.05M0.79%+15,99213F-HRTimeline
Insight Wealth Strategies, LLC79,245$4.05M0.54%-1,28313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS78,870$4.03M<0.01%-44,52213F-HRTimelineGroup
WEDBUSH SECURITIES INC78,760$4.02M0.15%+49213F-HRTimeline
Canal Insurance CO78,000$3.98M0.94%-22,00013F-HRTimeline
Glass Jacobson Investment Advisors llc77,626$3.95M1.3%013F-HRTimeline
AdvisorNet Financial, Inc77,260$3.94M0.29%-1,16713F-HRTimeline
Darden Wealth Group Inc74,397$3.8M2.94%+1,51913F-HRTimeline
Creative Planningin group Creative Planning74,238$3.79M<0.01%+3,48713F-HRTimelineGroup
Oxinas Partners, LLC73,271$3.74M2.21%+64,29813F-HRTimeline
Baring Financial LLC73,042$3.73M3.13%+24,68913F-HRTimeline
BEACON FINANCIAL GROUP72,496$3.7M0.4%-142,82813F-HRTimeline
Allworth Financial LP72,669$3.7M0.02%-10,72313F-HRTimeline
Shira Ridge Wealth Management72,382$3.7M1.84%+1,45113F-HRTimeline
Kingsview Wealth Management, LLC71,929$3.67M0.07%+24,78313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management71,852$3.67M0.05%+25,48613F-HRTimelineGroup
VestGen Advisors, LLC71,282$3.64M0.17%13F-HRTimeline
WHITE PINE CAPITAL LLC70,619$3.61M1.25%-3,61313F-HRTimeline
Bleakley Financial Group, LLC68,228$3.48M0.11%+5,32013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC67,644$3.45M0.09%+13,61213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,015$3.27M0.01%-21,61513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.63,976$3.27M0.02%+9,45413F-HRTimeline
Janney Montgomery Scott LLC63,924$3.26M0.01%-67013F-HRTimeline
Hudson Portfolio Management LLC63,512$3.24M3.11%+4,81113F-HRTimeline
DOHJ, LLC63,291$3.23M0.74%+5,52913F-HRTimeline
CoreCap Advisors, LLC63,282$3.23M0.14%+59,37513F-HRTimeline
Merit Financial Group, LLC62,978$3.22M0.05%+45,90113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…62,154$3.17M0.14%+21,19213F-HRTimeline
Virtus Family Office LLC61,912$3.16M4.06%-2,99013F-HRTimeline
MGO ONE SEVEN LLC60,891$3.11M0.12%-2,52713F-HRTimeline
Princeton Global Asset Management LLC59,869$3.06M0.61%+11613F-HRTimeline
PFG Advisors59,402$3.03M0.17%+12,38913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding59,262$3.03M+9,460Timeline