Who owns Ishares Tr 0-5yr invt gr cp?

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Analyze quarterly positions in Ishares Tr 0-5yr invt gr cp with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr 0-5yr invt gr cp stock

Who bought or sold Ishares Tr 0-5yr invt gr cp this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 2.7M $154M 9% Mar 2024
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Ameriprise Financial 1.7M $83M -9% Mar 2024
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UBS Group 1.3M $62M 12% Mar 2024
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Farmers & Merchants Investment 1.0M $50M 0% Mar 2024
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Raymond James Financial Services Advisors 891k $44M 40% Mar 2024
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LPL Financial 794k $39M -5% Mar 2024
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LJI Wealth Management 773k $38M 6% Mar 2024
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Bank of America Corporation 745k $37M -12% Mar 2024
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Allspring Global Investments Holdings 742k $37M 144% Mar 2024
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Royal Bank of Canada 572k $28M -6% Mar 2024
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Tiaa Trust, National Association 494k $24M -8% Mar 2024
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Pensionmark Financial Group 455k $22M -34% Mar 2024
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Allianz Asset Management 434k $21M 2% Dec 2023
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Williams Financial 375k $19M 100% Mar 2024
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Creative Financial Designs 342k $17M 8% Mar 2024
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Wiser Wealth Management 330k $16M 5% Mar 2024
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Advisor Group Holdings 314k $16M -10% Mar 2024
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Greenup Street Wealth Management 311k $15M 15% Mar 2024
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Envestnet Asset Management 286k $14M -7% Mar 2024
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Bramshill Investments 253k $12M 41% Mar 2024
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Curi Wealth Management 246k $12M -3% Dec 2023
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Camden National Bank 242k $12M 0% Mar 2024
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Global Wealth Management Investment Advisory 237k $12M 3% Mar 2024
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HighTower Advisors 232k $11M -36% Mar 2024
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Partners Capital Investment Group 227k $11M -20% Mar 2024
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Harel Insurance Investments & Financial Services 226k $11M 82% Mar 2024
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Thrivent Financial for Lutherans 225k $11M 11% Mar 2024
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Stifel Financial 198k $9.8M 39% Mar 2024
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Meiji Yasuda Life Insurance Company 156k $7.7M 0% Mar 2024
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Warren Averett Asset Management 155k $7.6M 100% Mar 2024
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Commonwealth Equity Services 155k $7.6M -3% Mar 2024
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Coombe, Bender & Co 151k $7.4M 22% Mar 2024
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Probity Advisors 147k $7.2M -58% Mar 2024
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Integral Investment Advisors 143k $7.1M 3% Mar 2024
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Wells Fargo & Company 139k $6.8M -31% Mar 2024
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Scotia Capital 137k $6.7M 68% Dec 2023
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Financiere des Professionnels - Fonds d,investissement 135k $6.6M 0% Mar 2024
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Financial Engines Advisors L.L.C 134k $6.6M -13% Mar 2024
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Main Management 127k $6.2M 100% Dec 2023
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Federation des caisses Desjardins du Quebec 126k $6.2M 100% Mar 2024
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Rosenberg Matthew Hamilton 117k $5.7M -1% Mar 2024
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Baird Financial 117k $5.8M -13% Dec 2023
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Lido Advisors 113k $5.5M 55% Mar 2024
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Strategic Financial 112k $5.5M 13% Dec 2023
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Charter Oak Capital Management 109k $5.4M -12% Mar 2024
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Sierra Capital 105k $5.2M 38% Mar 2024
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DecisionPoint Financial 103k $5.0M 0% Mar 2024
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Atria Wealth Solutions 102k $5.0M 5% Mar 2024
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Northern Trust 97k $4.8M 100% Mar 2024
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H D Vest Advisory Services 97k $4.8M -14% Mar 2024
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Private Advisor 96k $4.7M 805% Mar 2024
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Summit Financial 92k $4.5M -15% Mar 2024
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Fairview Capital Investment Management 91k $4.5M 5% Mar 2024
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Raymond James & Associates 84k $4.1M -4% Mar 2024
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PrairieView Partners 78k $3.8M 2% Mar 2024
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Rockbridge Investment Management, LCC 78k $3.8M -3% Mar 2024
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Trail Ridge Investment Advisors 74k $3.6M 104% Mar 2024
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IPG Investment Advisors 72k $3.6M -30% Dec 2023
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Principal Securities 70k $3.5M 10% Mar 2024
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Proequities 67k $3.3B 5% Mar 2024
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Ifrah Financial Services 65k $3.2M 5% Mar 2024
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Atria Investments 64k $3.1M 1% Dec 2023
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Orion Portfolio Solutions 64k $3.1M 13% Mar 2024
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Goldman Sachs Group 61k $3.0M -5% Mar 2024
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Dynamic Advisors Solutions 59k $2.9M -12% Mar 2024
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Actinver Wealth Management 58k $2.8M 3% Mar 2024
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Stratos Wealth Partners 54k $2.6M 0% Mar 2024
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Dodds Wealth 54k $2.6M 100% Dec 2023
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Bank Of Montreal 53k $2.6M 3% Mar 2024
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Kestra Advisory Services 51k $2.5M -4% Dec 2023
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Laurel Wealth Advisors 45k $2.2M 2% Mar 2024
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Jpmorgan Chase & Co 44k $2.2M -11% Mar 2024
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Mariner Wealth Advisors 44k $2.2M -19% Mar 2024
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American Money Management 43k $2.1M -3% Mar 2024
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International Assets Investment Management 43k $2.1M -3% Mar 2024
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FinTrust Capital Advisors 43k $2.1M -5% Mar 2024
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Cosner Financial Group 43k $2.1M 0% Mar 2024
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Vista Investment Management 42k $2.1M -1% Mar 2024
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Miracle Mile Advisors 39k $1.9M 0% Mar 2024
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Fonville Wealth Management 38k $1.9M 4% Mar 2024
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Cary Street Partner Investment Advisory 38k $1.9M -11% Mar 2024
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Buckingham Strategic Partners 37k $1.8M 100% Mar 2024
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Argent Advisors 36k $1.8M 5% Mar 2024
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TD Waterhouse Canada 36k $1.8M -6% Mar 2024
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Northwestern Mutual Wealth Management Company 36k $1.8M 7% Mar 2024
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CI Private Wealth 35k $1.7M -17% Mar 2024
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NDWM 33k $1.6M -7% Mar 2024
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Sugar Maple Asset Management 31k $1.5M 100% Mar 2024
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Life Planning Partners 30k $1.5M 0% Mar 2024
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Private Wealth Group 29k $1.4M 0% Mar 2024
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Advocacy Wealth Management Services 29k $1.4M -97% Mar 2024
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Atomi Financial Group 29k $1.4M 0% Mar 2024
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Kovitz Investment Group Partners 28k $1.4M 5% Mar 2024
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London & Capital Asset Management 27k $1.3M 100% Mar 2024
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Wescott Financial Advisory Group 27k $1.3M -12% Mar 2024
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Crestline Management 26k $1.3M 0% Dec 2023
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Branch Banking & Trust Company 25k $1.2M -8% Mar 2024
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Eqis Capital Management 25k $1.2M -12% Mar 2024
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Laffer Investments 25k $1.2M 6% Mar 2024
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Oppenheimer & Co 25k $1.2M -2% Mar 2024
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Biondo Investment Advisors 24k $1.2M 2% Mar 2024
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Central Pacific Bank - Trust Division 23k $1.1M 100% Mar 2024
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DB Wealth Management Group 23k $1.1M -4% Dec 2023
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Assetmark 21k $1.0M -22% Mar 2024
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Heritage Wealth Management 21k $1.0M 0% Mar 2024
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Cambridge Investment Research Advisors 21k $1.0M -4% Mar 2024
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Waterloo Capital 21k $1.0M 100% Mar 2024
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State of Wisconsin Investment Board 21k $1.0M 0% Mar 2024
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4J Wealth Management 20k $982k 1% Mar 2024
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Ameritas Advisory Services 20k $959k -35% Dec 2023
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Mutual Advisors 19k $952k 6% Mar 2024
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Wealth Enhancement Advisory Services 19k $933k -12% Mar 2024
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Stokes Family Office 18k $902k 0% Mar 2024
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Strategic Advocates 18k $883k 5% Mar 2024
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Cedar Point Capital Partners 17k $852k 100% Dec 2023
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Disciplined Investments 17k $848k -16% Mar 2024
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Mmbg Investment Advisors 17k $832k 0% Mar 2024
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Fortis Capital Management 17k $827k 124% Mar 2024
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Envestnet Portfolio Solutions 16k $764k 2% Mar 2024
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Wolff Financial Management 15k $759k 0% Mar 2024
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Brian McDonald 15k $751k 12% Mar 2024
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Foundations Investment Advisors 14k $704k 6% Mar 2024
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Advisory Alpha 14k $663k -7% Mar 2024
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Rehmann Capital Advisory 13k $650k -35% Mar 2024
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Imprint Wealth 13k $643k 100% Mar 2024
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Meitav Dash Investments 13k $624k -4% Mar 2024
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National Asset Management 13k $598k 7% Mar 2024
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Mercer Global Advisors 12k $597k 22% Mar 2024
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Summa Corp. 12k $591k 0% Mar 2024
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Goss Wealth Management 12k $577k -1% Mar 2024
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Tortoise Investment Management 12k $575k 7% Mar 2024
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Babson Capital Management 11k $534k 0% Mar 2024
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True Link Financial Advisors 11k $532k 0% Mar 2024
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Private Wealth Management Group 10k $510k -47% Mar 2024
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TPG Financial Advisors 10k $492k -3% Dec 2023
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Investment Advisory Group 9.7k $475k 4% Mar 2024
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Hoxton Planning & Management 9.3k $460k 3% Mar 2024
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Integrated Wealth Concepts 8.8k $431k 16% Mar 2024
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FC Advisory 8.7k $428k 5% Mar 2024
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Spire Wealth Management 8.6k $425k -15% Mar 2024
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Pettyjohn 8.4k $413k -4% Mar 2024
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Concurrent Investment Advisors 8.3k $407k -4% Mar 2024
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Nbc Securities 8.2k $414k -25% Mar 2024
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Buckhead Capital Management 8.1k $400k 7% Mar 2024
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Flow Traders US 7.9k $387k 3% Mar 2024
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Day & Ennis 7.3k $360k 0% Dec 2023
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LexAurum Advisors 7.3k $358k -20% Dec 2023
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LVZ Advisors 7.2k $356k -2% Mar 2024
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9258 Wealth Management 6.7k $329k 0% Mar 2024
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Level Four Advisory Services 6.6k $326k 0% Mar 2024
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Merit Financial Group 6.1k $297k -26% Mar 2024
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Weaver Consulting Group 5.9k $290k -12% Mar 2024
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Regal Investment Advisors 5.5k $270k -48% Mar 2024
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United Capital Financial Advisers 5.0k $244k -27% Mar 2024
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Jane Street 4.8k $236k -98% Mar 2024
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BlackRock 3.8k $185k -49% Mar 2024
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Bnp Paribas Arbitrage, Snc 1.3k $66k -86% Mar 2024
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Who sold out of Ishares Tr 0-5yr invt gr cp?

Fund or Company Name Date Sold Shares Held Valued At
AE Wealth Management Dec 2023 232k $11M
Susquehanna International Sep 2023 103k $5.0M
Citadel Advisors Dec 2023 55k $2.7M
Acorn Financial Advisory Services Dec 2023 38k $1.9M
Shufro Rose & Co Dec 2023 37k $1.8M
Processus Wealth & Capital Management Dec 2023 28k $1.4M
Comprehensive Wealth Management Dec 2023 26k $1.3M
Bank Julius Baer & Co. Ltd, Zurich Sep 2023 24k $1.1M
NorthRock Partners Dec 2023 20k $1.0M
Divergent Wealth Advisors Dec 2023 14k $672k
Simplify Asset Management Dec 2023 12k $598k
Propel Bio Management Dec 2023 12k $598k