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Get Institutions for : 
iShares 0-5 Year Investment Grade Corporate Bond (SLQD)  
$49.08 0.07 (0.14%) as of 4:30 Thu 5/30


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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 : 
 $47.79  
Last Quarter's Ending Price : 
 $49.20  
Last Quarter's Average Price : 
 $48.33  
Change from last quarter's     
avg. price to the last closing  : 
0.75 (1.55%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Williams Financial LLC 4 *New 2024-03-31 375,165 $18,466,000 375,165
   WARREN AVERETT ASSET MANAGEMENT, LLC 107 *New 2024-03-31 155,373 $7,647,000 155,373
   MULTIFINANCIAL SECURITIES CORP 529 *New 2024-03-31 81,571 $4,015,000 81,571
   RMB CAPITAL MANAGEMENT LLC 268 *New 2024-03-31 41,184 $2,027,000 41,184
   Buckingham Strategic Partners 167 *New 2024-03-31 36,732 $1,808,000 36,732
   London & Capital Asset Management Ltd 58 *New 2024-03-31 26,900 $1,324,000 26,900
   Waterloo Capital L.P. 144 *New 2024-03-31 20,807 $1,024,000 20,807
   Imprint Wealth LLC 133 *New 2024-03-31 13,117 $643,000 13,117
   Prime Capital Investment Advisors LLC 554 *New 2024-03-31 13,057 $643,000 13,057
   CHESLEY TAFT & ASSOCIATES LLC/IL 284 *New 2024-03-31 5,700 $281,000 5,700
   Petix & Botte Co 116 *New 2024-03-31 5,629 $277,000 5,629
   HARTLINE INVESTMENT CORP/ 338 *New 2024-03-31 4,775 $235,000 4,775
   Integrated Advisors Network LLC 669 *New 2024-03-31 4,148 $204,000 4,148
   PROFFITT & GOODSON INC 122 *New 2024-03-31 2,450 $121,000 2,450
   PNC FINANCIAL SERVICES GROUP INC 2776 *New 2024-03-31 1,502 $74,000 1,502
   Christopher J. Hasenberg Inc 43 *New 2024-03-31 632 $31,000 632
   YHB INVESTMENT ADVISORS, INC. 586 *New 2024-03-31 445 $22,000 445
   Nelson Van Denburg & Campbell Wealth Management Gr 1727 *New 2024-03-31 275 $14,000 275
   Aptus Capital Advisors LLC 1031 *New 2024-03-31 161 $8,000 161
  19 Records found
  1    
  Page 1 of 1
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