FLOT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns FLOT? 32 Institutions Hold $74.9M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (FLOT)? 32 institutions reported holding $74.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shira Ridge Wealth Management ($12.0M), FC Advisory LLC ($9.0M), Castle Rock Wealth Management, LLC ($5.7M).

Rank	Institution	Value	Shares	Change
1	Shira Ridge Wealth Management	$12.0M	234,159	Added
2	FC Advisory LLC	$9.0M	176,878	Added
3	Castle Rock Wealth Management, LLC	$5.7M	111,857	Trimmed
4	Monument Capital Management	$5.5M	106,800	Added
5	Farther Finance Advisors, LLC	$5.2M	101,414	Added
6	Lake Hills Wealth Management, LLC	$5.1M	99,731	Trimmed
7	Baring Financial LLC	$4.9M	96,495	Added
8	Weaver Consulting Group	$4.8M	94,788	Trimmed
9	Insight Wealth Strategies, LLC	$4.5M	88,899	Added
10	THRYVE WEALTH MANAGEMENT LLC	$3.8M	73,521	Trimmed
11	Buska Wealth Management, LLC	$3.2M	63,258	Trimmed
12	Galvin, Gaustad & Stein, LLC	$1.9M	37,958	New
13	WALLER FINANCIAL PLANNING GROUP, INC	$1.9M	37,520	Trimmed
14	Worth Asset Management, LLC	$1.4M	27,862	Trimmed
15	Nautilus Advisors LLC	$911,332	17,852	Added
16	EPIQ PARTNERS, LLC	$890,006	17,434	Added
17	Avidian Wealth Enterprises, LLC	$817,454	16,013	Added
18	STEPHENS GROUP ASSET MANAGEMENT, LLC	$713,934	13,985	Hold
19	PRIVATE CLIENT SERVICES, LLC	$676,706	13,256	Added
20	First Heartland Consultants, Inc.	$560,220	10,974	Added
21	ARGUS INVESTORS' COUNSEL, INC.	$480,585	9,414	Hold
22	Valeo Financial Advisors, LLC	$334,164	6,546	New
23	Balefire, LLC	$328,507	6,435	Trimmed
24	Coastline Trust Co	$81,016	1,587	Hold
25	CoreCap Advisors, LLC	$68,237	1,336	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30