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Ishares Tr fltg rate nt shares owned by Sovran Advisors

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Sovran Advisors from 13F filings

Historical chart of Sovran Advisors investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by Sovran Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 51.06
2025-06-30 $2.0M 39k 50.88
2025-03-31 $855k 17k 50.76
2024-12-31 $271k 5.3k 50.98

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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Amazon (AMZN)

View all positions for Sovran Advisors

Top funds holding Ishares Tr fltg rate nt

Morgan Stanley
Northern Trust
LPL Financial
Wells Fargo & Company
New York Life Investment Management
Franklin Resources
BlackRock
Glenview Trust
UBS Group
Ameriprise Financial
Pnc Financial Services
Royal Bank of Canada
Assetmark
Putnam Fl Investment Management
Envestnet Asset Management

View all funds holding Ishares Tr fltg rate nt