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Disclosery

FLOT ISHARES TR

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SHS (fund)

669 managers (678 13F filers) reported a position in FLOT shares at 2025-06-30, 104,602,018 shares in all. 61 filers opened a position and 47 filers sold out during the quarter.

Managers
669
13F filers
678
New
61
Added
236
Reduced
272
Sold out
47
Shares held by filers
104,602,018

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/8,799,613$449M0.04%-63,76613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,684,973$290M0.02%+238,06413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,612,954$235M0.03%+82,45313F-HRTimelineGroup
LPL Financial LLC4,605,228$235M0.08%+340,07913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,209,096$164M0.04%+313,76913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,076,260$157M0.03%+16,95713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,742,513$140M<0.01%-264,94413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,742,216$139M0.03%+130,24113F-HRTimelineGroup
Glenview Trust Co2,655,067$135M2.34%+125,64013F-HRTimeline
UBS Group AGin group UBS Group AG2,508,797$128M0.03%-184,04113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…2,470,705$126M1.18%-463,76813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,988,149$101M-297,184Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,960,948$100M0.02%-390,84713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,892,809$96.6M0.06%-88,59913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,827,837$93.3M0.22%-188,89513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,474,559$75.2M0.01%+108,05313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,378,385$70.3M0.09%-805,91513F-HRTimeline
DAVENPORT & Co LLC1,356,721$69.2M0.38%+26,35913F-HRTimeline
Cetera Investment Advisers1,221,144$62.3M0.11%+64,32313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,215,366$62M1.06%+32,37813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,124,339$57.4M0.02%+135,48813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,054,300$53.8M0.08%-56,20813F-HRTimelineGroup
Haverford Trust Co888,666$45.3M0.43%-86,05013F-HRTimeline
HARTLINE INVESTMENT CORP/848,010$43.3M4.91%-92,52413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.841,342$42.9M0.08%+145,98313F-HR/ATimelineGroup
Verdence Capital Advisors LLC839,303$42.8M2.92%+77,44613F-HRTimeline
BARINGS LLCin group BARINGS LLC780,000$39.8M0.93%013F-HRTimelineGroup
1832 Asset Management L.P.773,580$39.5M0.07%+25,08513F-HRTimeline
Demars Financial Group, LLC764,071$39M14.97%-38,711,40513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT668,097$34.1M2.36%+404,36813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd654,191$33.4M0.57%+650,12713F-HRTimelineGroup
NorthCoast Asset Management LLC626,276$32M0.14%+2,98713F-HRTimeline
HighTower Advisors, LLC582,622$29.7M0.04%-22,51013F-HRTimeline
MML INVESTORS SERVICES, LLC556,444$28.4M0.08%-147,46213F-HRTimeline
Cambridge Investment Research Advisors,…522,976$26.7M0.08%-80,43713F-HRTimeline
Destination Wealth Management514,361$26.2M0.77%+16,11013F-HRTimeline
WNY Asset Management, LLC504,956$25.8M2.84%+410,61213F-HRTimeline
Towercrest Capital Management504,762$25.8M4.6%-23,45413F-HRTimeline
Occidental Asset Management, LLC501,737$25.6M3.53%-45,80313F-HRTimeline
Diversified Portfolios, Inc.500,985$25.6M2.44%-235,41313F-HRTimeline
RMG Wealth Management LLC475,573$24.3M3.73%13F-HRTimeline
MCMORGAN & CO LLC470,409$24M3.54%+203,65213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/467,331$23.8M0.03%+188,47013F-HR/ATimelineGroup
Willis Johnson & Associates, Inc.460,717$23.5M1.6%+8,67113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK432,756$22.1M2.02%013F-HRTimeline
Modera Wealth Management, LLC429,690$21.9M0.27%-23,17413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC423,777$21.6M<0.01%-27,66913F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding414,443$21.1M+16,274Timeline
COMMONWEALTH EQUITY SERVICES, LLC405,533$20.7M0.03%+26,45113F-HRTimeline
Florida Trust Wealth Management Co397,908$20.3M0.62%-25,13013F-HRTimeline
Baker Avenue Asset Management, LP391,722$20M0.57%+13,61513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP377,295$19.2M0.02%-13,03713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS377,052$19.2M0.04%-44,93213F-HRTimeline
COMERICA BANK370,096$18.9M0.07%+4,30313F-HRTimeline
LJI Wealth Management, LLC363,351$18.5M3.23%+12,75113F-HRTimeline
OneDigital Investment Advisors LLC347,073$17.7M0.2%-107,72713F-HRTimeline
LaFleur & Godfrey LLC346,876$17.7M2.21%+16,89013F-HRTimeline
Sigma Planning Corp344,972$17.6M0.53%-6,45913F-HRTimeline
CWM, LLCin group CWM, LLC343,039$17.5M0.06%+2,82613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\341,412$17.4M0.02%+27,19613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC315,947$16.1M0.13%+16,83913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC303,840$15.5M0.02%-40,65113F-HRTimelineGroup
Kensington Asset Management, LLC293,483$15M1.13%+135,03613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RFG Advisory, LLC277,120$14.1M0.33%-53,85313F-HRTimeline
Atria Wealth Solutions, Inc.265,710$13.6M0.31%-259,31113F-HRTimeline
Mutual Advisors, LLC262,224$13.4M0.33%+31,80013F-HRTimeline
Capital Market Strategies LLC254,422$13M9.03%-29,21913F-HRTimeline
Semmax Financial Advisors Inc.254,493$13M3.34%+8,61713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding250,350$12.8M+74,662Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.248,416$12.7M0.1%+10,62713F-HRTimelineGroup
Avior Wealth Management, LLC242,992$12.4M0.43%-65,98513F-HRTimeline
Integrated Wealth Concepts LLC239,094$12.2M0.12%-42,02013F-HRTimeline
Betterment LLC231,854$11.8M0.03%-13,25213F-HRTimeline
Ifrah Financial Services, Inc.227,282$11.6M3.17%-17013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC227,156$11.6M3.64%+89,41013F-HRTimeline
Alliance Wealth Management Group226,944$11.6M2.95%-13,84013F-HRTimeline
Buska Wealth Management, LLC216,341$11M3.02%+39,24013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC205,374$10.5M0.02%-26,95113F-HRTimelineGroup
Sierra Capital LLC203,962$10.4M1.2%+14,14513F-HRTimeline
Cascade Wealth Advisors, Inc195,318$9.95M5.62%-62,95113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…193,690$9.88M0.08%-61,71613F-HRTimelineGroup
SCOTIA CAPITAL INC.192,857$9.84M0.05%-15,59513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC192,592$9.8M7.41%-21,13413F-HRTimeline
Private Advisor Group, LLC187,981$9.59M0.05%+16,62213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…186,863$9.53M0.27%-25,51713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC184,507$9.41M0.25%+9,74313F-HRTimelineGroup
Clarus Wealth Advisors183,834$9.35M4.33%-2,11213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC179,327$9.15M0.18%+1,74213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI177,234$9.04M0.56%+6,02613F-HRTimeline
Piedmont Capital Management, LLC168,878$8.62M4.98%+3,95913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC167,485$8.57M5.33%+7,79913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.167,700$8.56M1.02%+7,32313F-HRTimeline
Windsor Capital Management, LLC167,264$8.53M2.49%-83513F-HRTimeline
Prime Capital Investment Advisors, LLC164,134$8.37M0.11%-67,43513F-HRTimeline
Chesley Taft & Associates LLC162,235$8.27M0.37%+7,70013F-HRTimeline
Perennial Advisors, LLC160,979$8.21M1.53%-2,22113F-HRTimeline
Castle Rock Wealth Management, LLC159,273$8.13M1.9%-11,85513F-HRTimeline
Ashton Thomas Private Wealth, LLC158,066$8.06M0.28%-8,44113F-HRTimeline
WESCAP Management Group, Inc.155,327$7.92M1.8%-1,62013F-HRTimeline
Steward Partners Investment Advisory, L…154,827$7.9M0.06%+30,56113F-HRTimeline
COURIER CAPITAL LLC152,302$7.77M0.47%+1,90513F-HRTimeline
Orange Investment Advisors, Inc.152,289$7.77M0.85%+1,15513F-HRTimeline
Obsidian Personal Planning Solutions LLC150,294$7.67M3.1%+3,10713F-HRTimeline
Alpha Zero LLC148,493$7.58M4.93%+16,96913F-HRTimeline
Kesler, Norman & Wride, LLC147,458$7.52M1.33%-3,96813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …147,207$7.51M0.1%+6,51113F-HRTimelineGroup
Single Point Partners, LLC147,128$7.51M1.64%-1,16113F-HRTimeline
Cadence Bank146,921$7.5M0.49%+16,93313F-HRTimeline
Columbus Macro, LLC146,908$7.5M0.92%+12,39113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,484$7.47M0.02%+10,41513F-HR/ATimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC146,017$7.42M1.22%new13F-HRTimelineGroup
FC Advisory LLC145,409$7.42M2.29%+26,68213F-HRTimeline
Grey Ledge Advisors, LLC145,375$7.42M1.82%+2,43313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.142,622$7.28M1.11%-3,66013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.138,375$7.06M0.45%+10,84113F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…138,293$7.06M2.54%+8,90013F-HRTimeline
Advocacy Wealth Management, LLC136,197$6.95M0.43%+16,42713F-HRTimeline
Yeomans Consulting Group, Inc.136,391$6.93M2.86%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC135,834$6.93M3.18%+4,95913F-HRTimeline
Compound Planning, Inc.135,210$6.9M0.26%+15,97713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…133,765$6.82M<0.01%+51,38513F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA132,461$6.76M1.64%-8,24513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP131,824$6.73M0.1%-1,41813F-HRTimeline
Probity Advisors, Inc.130,922$6.68M1.17%-7,74113F-HRTimeline
Weaver Consulting Group129,608$6.61M1.83%+5,14013F-HRTimeline
JT Stratford LLC129,534$6.61M1%+117,31113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.128,754$6.57M0.01%+3,50113F-HRTimelineGroup
Penobscot Investment Management Company…124,506$6.35M0.54%-3,47513F-HRTimeline
SAX WEALTH ADVISORS, LLC123,526$6.3M0.38%-9,14113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers122,766$6.26M0.01%-9,57213F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.122,357$6.22M0.06%-10,51313F-HRTimeline
AE Wealth Management LLC120,948$6.17M0.05%+17,87213F-HRTimeline
FCA CORP /TX120,815$6.16M1.85%+3,09913F-HRTimeline
Waterloo Capital, L.P.118,331$6.04M0.49%+2,74013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.117,104$5.97M0.08%+32913F-HRTimelineGroup
Impact Capital Partners LLC115,840$5.91M1.94%+8,49713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC114,993$5.87M<0.01%-30913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC113,387$5.78M0.07%-6,36813F-HRTimeline
CIBC WORLD MARKET INC.111,302$5.68M0.01%-182,76513F-HRTimeline
J.W. COLE ADVISORS, INC.110,940$5.66M0.12%+17,27813F-HRTimeline
Merit Financial Group, LLC110,327$5.63M0.06%+47,34913F-HRTimeline
Beirne Wealth Consulting Services, LLC107,236$5.47M1.77%+5,64213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP106,429$5.43M0.01%-9,10013F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105,321$5.37M0.24%+6,84013F-HRTimelineGroup
Advisory Services Network, LLC103,553$5.29M0.09%+8,52713F-HRTimeline
Carmel Capital Partners, LLC103,591$5.29M1.85%+5,25513F-HRTimeline
Turning Point Benefit Group, Inc.102,031$5.21M3.94%-19,06813F-HRTimeline
GUIDANCE CAPITAL, INC97,148$4.94M1.41%+14,85913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…94,940$4.84M0.25%-40,05013F-HRTimeline
Monument Capital Management93,977$4.79M1.25%new13F-HRTimeline
WealthTrust Asset Management, LLC92,055$4.7M3.51%-11,37813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …91,513$4.67M0.11%new13F-HRTimelineGroup
Regal Investment Advisors LLC90,920$4.64M0.35%+1,10913F-HRTimeline
Sanctuary Advisors, LLC90,478$4.62M0.03%-10,34513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC89,466$4.56M0.39%+71,54513F-HRTimeline
Foundations Investment Advisors, LLC89,432$4.56M0.07%+7,38613F-HRTimeline
Scarborough Advisors, LLC85,215$4.35M0.86%+1,45113F-HRTimeline
WHITE PINE CAPITAL LLC82,125$4.19M1.33%+11,50613F-HRTimeline
VestGen Advisors, LLC82,030$4.19M0.17%+10,74813F-HRTimeline
Financial Sense Advisors, Inc.81,084$4.14M1%-81,85113F-HRTimeline
Janney Montgomery Scott LLC80,982$4.13M0.01%+17,05813F-HRTimeline
Weitzel Financial Services, Inc.80,667$4.11M1.74%-1,33113F-HRTimeline
Canal Insurance CO78,000$3.98M0.89%013F-HRTimeline
Baring Financial LLC77,166$3.94M2.94%+4,12413F-HRTimeline
AdvisorNet Financial, Inc77,070$3.93M0.25%-19013F-HRTimeline
Darden Wealth Group Inc75,887$3.87M2.33%+1,49013F-HRTimeline
Insight Wealth Strategies, LLC74,819$3.8M0.48%-4,42613F-HRTimeline
Glass Jacobson Investment Advisors llc73,753$3.76M1.45%-3,87313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.72,814$3.71M0.02%+8,83813F-HRTimeline
Alesco Advisors, LLC, An ESL Co72,770$3.71M0.11%+48,65013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS72,084$3.68M<0.01%-6,78613F-HRTimelineGroup
Arete Wealth Advisors, LLC71,140$3.63M0.26%-10,34413F-HRTimeline
Integrated Advisors Network LLC70,602$3.6M0.16%-91,39813F-HRTimeline
D.A. DAVIDSON & CO.70,375$3.59M0.03%+12,53913F-HRTimeline
Allworth Financial LP70,250$3.58M0.02%-2,41913F-HRTimeline
Sowell Financial Services LLC69,321$3.54M0.14%+20,23113F-HRTimeline
Shira Ridge Wealth Management68,540$3.5M1.6%-3,84213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…68,373$3.49M0.01%-37,51813F-HR/ATimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.67,859$3.46M1.18%+30,97513F-HRTimeline
Bulwark Capital Corp67,419$3.44M2.9%13F-HRTimeline
CacheTech Inc.67,046$3.42M0.63%-12,34313F-HRTimeline
Bleakley Financial Group, LLC66,322$3.38M0.09%-1,90613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.66,261$3.38M0.25%new13F-HRTimeline
Virtus Family Office LLC65,692$3.35M4.29%+3,78013F-HRTimeline
Hudson Portfolio Management LLC64,827$3.31M3.09%+1,31513F-HRTimeline
Creative Planningin group Creative Planning64,689$3.3M<0.01%-9,54913F-HRTimelineGroup
WRAPMANAGER INC64,359$3.28M0.8%+7,02913F-HRTimeline
MGO ONE SEVEN LLC62,132$3.17M0.1%+1,24113F-HRTimeline
Kingsview Wealth Management, LLC61,914$3.16M0.05%-10,01513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management61,723$3.15M0.04%-10,12913F-HRTimelineGroup
Princeton Global Asset Management LLC61,558$3.14M0.57%+1,68913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…60,554$3.09M0.12%-1,60013F-HRTimeline
Adams Wealth Management60,072$3.06M0.58%-19,31713F-HRTimeline
PFG Advisors59,404$3.03M0.14%+213F-HRTimeline
ETF Store, Inc.58,902$3.01M3.48%+7,80913F-HRTimeline
Seed Wealth Management, Inc.57,970$2.96M2.2%new13F-HRTimeline
BEACON FINANCIAL GROUP57,607$2.94M0.31%-14,88913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,490$2.93M<0.01%+15,87013F-HRTimelineGroup
TRUE Private Wealth Advisors56,681$2.89M0.32%-823,16713F-HRTimeline
Farther Finance Advisors, LLC55,638$2.84M0.06%-1,64213F-HRTimeline