# ISHARES TR (FLOT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FLOT/

- Reporting holders: 32
- Reported value: $74.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $12.0M | 234,159 | 4.2% | 16 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $9.0M | 176,878 | 2.4% | 7 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $5.7M | 111,857 | 1.1% | 13 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.5M | 106,800 | 1.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.2M | 101,414 | 0.0% | 16 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $5.1M | 99,731 | 2.3% | 2 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $4.9M | 96,495 | 2.6% | 8 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $4.8M | 94,788 | 0.9% | 15 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $4.5M | 88,899 | 0.4% | 32 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $3.8M | 73,521 | 2.1% | 4 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $3.2M | 63,258 | 1.1% | 11 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.9M | 37,958 | 0.1% | 1 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $1.9M | 37,520 | 0.4% | 18 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.4M | 27,862 | 0.4% | 3 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $911.3K | 17,852 | 0.6% | 2 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $890.0K | 17,434 | 0.4% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $817.5K | 16,013 | 0.0% | 32 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $713.9K | 13,985 | 0.0% | 21 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $676.7K | 13,256 | 0.2% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $560.2K | 10,974 | 0.0% | 11 |
| [ARGUS INVESTORS' COUNSEL, INC.](https://holderbook.com/funds/7195-argus-investors-counsel-inc/) | $480.6K | 9,414 | 0.4% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $334.2K | 6,546 | 0.0% | 1 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $328.5K | 6,435 | 0.1% | 6 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $81.0K | 1,587 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $68.2K | 1,336 | 0.0% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $74.9M |
| Q2 2026 | 692 | $6.5B |
| Q1 2026 | 661 | $6.2B |
| Q4 2025 | 645 | $5.4B |
| Q3 2025 | 648 | $5.5B |
| Q2 2025 | 677 | $5.5B |
| Q1 2025 | 660 | $6.2B |
| Q4 2024 | 657 | $5.5B |
| Q3 2024 | 605 | $4.8B |
| Q2 2024 | 622 | $5.0B |
| Q1 2024 | 600 | $5.3B |
| Q4 2023 | 628 | $5.2B |