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Get Institutions for : 
iShares 0-5 Year Investment Grade Corporate Bond (SLQD)  
$49.14 0.05 (0.1%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 233    10
Total shares held : 
 25,025,682  
% of shares held : 
 63.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -45  
Amount of shares held : 
 -4,583,855  
% of shares held change : 
   -11.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.10  
Last Quarter's Ending Price : 
 $49.22  
Last Quarter's Average Price : 
 $49.13  
Change from last quarter's     
avg. price to the last closing  : 
0.01 (0.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 412,157
 1.65%
 
Increased Positions :
68
 1,838,094
 7.34%
 
Unchanged Positions :
47
 1,085,999
 4.34%
 
Decreased Positions :
103
-6,557,992
-26.21%
 
Closed Positions :
25
-276,114
-1.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 993 - 2024-03-31 2,743,678 $135,044,000 -268,467
   AMERIPRISE FINANCIAL INC 598 - 2024-03-31 1,692,943 $83,349,000 36,452
   UBS Group AG 658 - 2024-03-31 1,250,159 $61,533,000 134,321
   FARMERS & MERCHANTS INVESTMENTS INC 9 - 2024-03-31 1,011,062 $49,764,000 1,747
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 284 - 2024-03-31 890,612 $43,836,000 256,722
   LPL FINANCIAL CORP 634 - 2024-03-31 794,284 $39,095,000 30,959
   LJI Wealth Management LLC 2 - 2024-03-31 773,334 $38,063,000 39,037
   BANK OF AMERICA CORP /DE/ 1477 - 2024-03-31 744,774 $36,658,000 -106,114
   Allspring Global Investments Holdings LLC 411 - 2024-03-31 741,563 $36,500,000 0
   ROYAL BANK OF CANADA 968 - 2024-03-31 571,653 $28,137,000 -33,443
   TIAA TRUST NATIONAL ASSOCIATION 112 - 2024-03-31 494,105 $24,330,000 -42,256
   TIAA FSB 103 - 2023-06-30 489,054 $23,577,000 -246,360
   Pensionmark Financial Group LLC 4 - 2024-03-31 455,446 $22,417,000 -234,068
   ALLIANZ ASSET MANAGEMENT AG 460 - 2024-03-31 388,503 $19,122,000 -45,405
   Williams Financial LLC 4 *New 2024-03-31 375,165 $18,466,000 375,165
   CREATIVE FINANCIAL DESIGNS INC /ADV 11 - 2024-03-31 341,668 $16,817,000 25,794
   River Wealth Advisors LLC 8 - 2024-03-31 337,924 $16,633,000 -11,798
   Wiser Wealth Management Inc 6 - 2024-03-31 330,082 $16,247,000 14,814
   RENAISSANCE TECHNOLOGIES LLC 754 - 2024-03-31 316,230 $15,565,000 -26,070
   Advisor Group Holdings Inc. 496 - 2024-03-31 313,940 $15,458,000 -35,199
   GREENUP STREET WEALTH MANAGEMENT LLC 5 - 2024-03-31 310,859 $15,301,000 39,535
   ENVESTNET ASSET MANAGEMENT INC 1311 - 2024-03-31 285,599 $14,057,000 6,607
   Cetera Investment Advisers 561 - 2024-03-31 266,197 $13,102,000 162,048
   Bramshill Investments LLC 10 - 2024-03-31 252,794 $12,443,000 43,330
   CAMDEN NATIONAL BANK 9 - 2024-03-31 242,186 $11,920,000 248
   Global Wealth Management Investment Advisory Inc. 6 - 2024-03-31 237,283 $11,679,000 7,663
   HIGHTOWER ADVISORS, LLC 647 - 2024-03-31 231,521 $11,390,000 -127,564
   PARTNERS CAPITAL INVESTMENT GROUP LLP 41 - 2024-03-31 226,698 $11,158,000 -56,248
   Harel Insurance Investments & Financial Services L - 2024-03-31 226,000 $11,124,000 102,000
   THRIVENT FINANCIAL FOR LUTHERANS 590 - 2024-03-31 224,555 $11,053,000 13,054
   STIFEL FINANCIAL CORP 825 - 2024-03-31 198,232 $9,757,000 55,407
   COLONIAL ASSET MANAGEMENT, INC. 37 - 2024-03-31 192,400 $9,470,000 17,403
   SCOTIA CAPITAL INC. 179 - 2024-03-31 182,973 $9,006,000 46,055
   FINANCIAL NETWORK 449 - 2024-03-31 157,972 $7,775,000 47,140
   MEIJI YASUDA LIFE INSURANCE CO 49 - 2024-03-31 156,400 $7,698,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 107 *New 2024-03-31 155,373 $7,647,000 155,373
   COMMONWEALTH EQUITY SERVICES LLC. 918 - 2024-03-31 155,116 $7,635,000 -4,223
   Coombe Bender & Co LLC 4 - 2024-03-31 150,655 $7,415,000 27,346
   Probity Advisors Inc. 14 - 2024-03-31 146,955 $7,233,000 -199,226
   INTEGRAL INVESTMENT ADVISORS INC. 11 - 2024-03-31 143,162 $7,054,000 4,675
   WELLS FARGO & CO/MN 1785 - 2024-03-31 138,572 $6,820,000 -60,956
   Financiere des Professionnels - Fonds dinvestissem 58 - 2024-03-31 135,000 $6,645,000 0
   FINANCIAL ENGINES ADVISORS L.L.C. 92 - 2024-03-31 133,770 $6,584,000 -13,245
   Main Management LLC 28 - 2024-03-31 132,239 $6,509,000 5,700
   ATRIA INVESTMENTS LLC 285 - 2024-03-31 126,429 $6,223,000 62,811
   Federation des caisses Desjardins du Quebec 264 - 2024-03-31 125,948 $6,199,000 0
   Colonial Trust Co / SC 23 - 2024-03-31 116,883 $5,753,000 9,583
   Rosenberg Matthew Hamilton 12 - 2024-03-31 117,145 $5,739,000 -1,099
   Lido Advisors LLC 243 - 2024-03-31 112,732 $5,549,000 40,016
   Strategic Financial Group LLC - 2023-12-31 111,460 $5,484,000 12,707
   Charter Oak Capital Management LLC 19 - 2024-03-31 108,907 $5,360,000 -14,879
   MML INVESTORS SERVICES LLC 612 - 2024-03-31 108,480 $5,339,000 -2,556
   Sierra Capital LLC 21 - 2024-03-31 105,036 $5,170,000 28,749
   DecisionPoint Financial LLC 11 - 2024-03-31 102,554 $5,013,000 -125
   Atria Wealth Solutions Inc. 336 - 2024-03-31 101,754 $5,008,000 4,974
   Baird Financial Group Inc. 662 - 2024-03-31 100,939 $4,968,000 -16,017
   NORTHERN TRUST CORP 2478 - 2024-03-31 97,341 $4,791,000 70,411
   H D Vest Advisory Services 313 - 2024-03-31 97,129 $4,781,000 -15,406
   Private Advisor Group LLC 475 - 2024-03-31 95,768 $4,714,000 85,182
   Summit Financial LLC 49 - 2024-03-31 92,203 $4,538,000 -16,091
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 62 - 2024-03-31 91,300 $4,494,000 -450
   RAYMOND JAMES & ASSOCIATES 1711 - 2024-03-31 83,900 $4,130,000 -3,923
   MULTIFINANCIAL SECURITIES CORP 529 *New 2024-03-31 81,571 $4,015,000 81,571
   PrairieView Partners LLC 31 - 2024-03-31 77,903 $3,835,000 1,187
   IPG Investment Advisors LLC 34 - 2024-03-31 77,761 $3,827,000 5,384
   Rockbridge Investment Management LCC 27 - 2024-03-31 77,656 $3,822,000 -2,208
   Trail Ridge Investment Advisors LLC 12 - 2024-03-31 73,557 $3,620,000 37,451
   PRINCIPAL SECURITIES INC. 182 - 2024-03-31 70,301 $3,460,000 6,281
   PROEQUITIES INC. 111 - 2024-03-31 67,140 $3,305,000 3,492
   IFRAH FINANCIAL SERVICES INC 29 - 2024-03-31 64,655 $3,182,000 3,042
   Orion Portfolio Solutions LLC 456 - 2024-03-31 63,481 $3,125,000 7,076
   GOLDMAN SACHS GROUP INC/ 2907 - 2024-03-31 60,758 $2,991,000 -3,354
   Dynamic Advisors Solutions LLC 246 - 2024-03-31 58,878 $2,898,000 -7,774
   Actinver Wealth Management Inc. 11 - 2024-03-31 57,732 $2,842,000 1,697
   Stratos Wealth Partners LTD. 367 - 2024-03-31 53,808 $2,648,000 62
   BANK OF MONTREAL /CAN/ 1264 - 2024-03-31 52,633 $2,592,000 1,706
   Laurel Wealth Advisors LLC 69 - 2024-03-31 45,430 $2,236,000 -1,010
   MACQUARIE GROUP LTD 1153 - 2024-03-31 44,327 $2,182,000 8,850
   J P MORGAN CHASE & CO 2926 - 2024-03-31 44,196 $2,175,000 -5,472
   MARINER WEALTH ADVISORS, LLC 1070 - 2024-03-31 43,755 $2,154,000 -10,557
   American Money Management LLC 55 - 2024-03-31 43,431 $2,138,000 -1,659
   FinTrust Capital Advisors LLC 48 - 2024-03-31 42,720 $2,103,000 -2,380
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 96 - 2024-03-31 42,766 $2,095,000 -1,365
   Cosner Financial Group LLC 14 - 2024-03-31 42,541 $2,094,000 0
   VISTA INVESTMENT MANAGEMENT 35 - 2024-03-31 42,047 $2,070,000 -298
   RMB CAPITAL MANAGEMENT LLC 268 *New 2024-03-31 41,184 $2,027,000 41,184
   Miracle Mile Advisors LLC 187 - 2024-03-31 39,145 $1,927,000 -9
   Fonville Wealth Management LLC 37 - 2024-03-31 38,396 $1,890,000 1,413
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 256 - 2024-03-31 37,826 $1,862,000 -4,876
   Buckingham Strategic Partners 167 *New 2024-03-31 36,732 $1,808,000 36,732
   TD Waterhouse Canada Inc. 407 - 2024-03-31 35,758 $1,788,000 -2,149
   Argent Advisors Inc. 34 - 2024-03-31 36,305 $1,787,000 1,616
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 834 - 2024-03-31 35,647 $1,755,000 3,335
   CI Private Wealth LLC 1097 - 2024-03-31 34,486 $1,697,000 -6,980
   NDWM LLC 12 - 2024-03-31 33,059 $1,627,000 -2,358
   Sugar Maple Asset Management LLC 17 - 2024-03-31 31,173 $1,534,000 0
   Life Planning Partners Inc 18 - 2024-03-31 30,443 $1,498,000 -105
   Private Wealth Group LLC 23 - 2024-03-31 29,347 $1,444,000 0
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 41 - 2024-03-31 29,045 $1,430,000 -976,375
   Atomi Financial Group Inc. 142 - 2024-03-31 28,613 $1,408,000 -9
  100 Records found
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