Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
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


Download
     
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
   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
   CREATIVE FINANCIAL DESIGNS INC /ADV 11 - 2024-03-31 341,668 $16,817,000 25,794
   Wiser Wealth Management Inc 6 - 2024-03-31 330,082 $16,247,000 14,814
   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
   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
   Coombe Bender & Co LLC 4 - 2024-03-31 150,655 $7,415,000 27,346
   INTEGRAL INVESTMENT ADVISORS INC. 11 - 2024-03-31 143,162 $7,054,000 4,675
   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
   Colonial Trust Co / SC 23 - 2024-03-31 116,883 $5,753,000 9,583
   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
   Sierra Capital LLC 21 - 2024-03-31 105,036 $5,170,000 28,749
   Atria Wealth Solutions Inc. 336 - 2024-03-31 101,754 $5,008,000 4,974
   NORTHERN TRUST CORP 2478 - 2024-03-31 97,341 $4,791,000 70,411
   Private Advisor Group LLC 475 - 2024-03-31 95,768 $4,714,000 85,182
   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
   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
   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
   MACQUARIE GROUP LTD 1153 - 2024-03-31 44,327 $2,182,000 8,850
   Fonville Wealth Management LLC 37 - 2024-03-31 38,396 $1,890,000 1,413
   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
   Ameritas Advisory Services LLC 305 - 2024-03-31 28,602 $1,407,000 9,108
   Kovitz Investment Group Partners LLC 350 - 2024-03-31 28,004 $1,378,000 1,210
   Laffer Tengler Investments 59 - 2024-03-31 24,709 $1,216,000 1,468
   BIONDO INVESTMENT ADVISORS LLC 60 - 2024-03-31 24,425 $1,202,000 515
   Garden State Investment Advisory Services LLC 55 - 2024-03-31 20,167 $993,000 1,313
   4J Wealth Management LLC 25 - 2024-03-31 19,955 $982,000 120
   Mutual Advisors LLC 484 - 2024-03-31 19,338 $952,000 1,032
   Strategic Advocates LLC 52 - 2024-03-31 17,937 $883,000 780
   Cedar Point Capital Partners LLC 30 - 2024-03-31 17,484 $861,000 159
   Fortis Capital Management LLC 70 - 2024-03-31 16,800 $827,000 9,315
   Envestnet Portfolio Solutions Inc. 945 - 2024-03-31 15,526 $764,000 365
   Wolff Financial Management LLC 51 - 2024-03-31 15,417 $759,000 75
   Foundations Investment Advisors LLC 390 - 2024-03-31 14,299 $704,000 782
   NATIONAL ASSET MANAGEMENT, INC. 712 - 2024-03-31 12,466 $598,000 816
   MERCER GLOBAL ADVISORS INC /ADV 1175 - 2024-03-31 12,129 $597,000 2,163
   Tortoise Investment Management LLC 144 - 2024-03-31 11,674 $575,000 800
   Investment Advisory Group LLC 86 - 2024-03-31 9,655 $475,000 400
   Hoxton Planning & Management LLC 89 - 2024-03-31 9,343 $460,000 307
   Integrated Wealth Concepts LLC 1106 - 2024-03-31 8,763 $431,000 986
   FC Advisory LLC 74 - 2024-03-31 8,692 $428,000 410
   PETTYJOHN CO 134 - 2024-03-31 8,385 $413,000 50
   BUCKHEAD CAPITAL MANAGEMENT LLC 91 - 2024-03-31 8,117 $400,000 560
   FLOW TRADERS U.S. LLC 496 - 2024-03-31 7,869 $387,000 266
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 52 - 2023-03-31 6,827 $331,000 1,827
   Catalytic Wealth RIA LLC 213 - 2024-03-31 6,514 $321,000 1,647
   GeoWealth Management LLC 551 - 2024-03-31 6,464 $318,000 478
   Belpointe Asset Management LLC 573 - 2024-03-31 6,321 $311,000 36
   Fortis Capital Advisors LLC 136 - 2024-03-31 6,321 $311,000 36
   Sigma Planning Corp 967 - 2024-03-31 5,869 $289,000 5,869
   CITIGROUP INC 2989 - 2024-03-31 5,837 $287,000 156
   Topel & Distasi Wealth Management LLC 68 - 2024-03-31 5,629 $277,000 182
   CIBC WORLD MARKETS INC. 1090 - 2024-03-31 5,051 $249,000 240
   Hartland & Co. LLC 689 - 2024-03-31 1,400 $69,000 862
   NATIONAL BANK OF CANADA /FI/ 1542 - 2024-03-31 1,095 $54,000 220
   Capital Investment Advisory Services LLC 723 - 2024-03-31 575 $28,000 400
   ABSOLUTE INVESTMENT MANAGEMENT LLC 174 - 2024-03-31 504 $25,000 3
   Sound Income Strategies LLC 579 - 2024-03-31 448 $22,000 152
   Coastal Investment Advisors Inc. 684 - 2024-03-31 250 $12,000 250
   CWM LLC 3841 - 2024-03-31 56 $3,000 35
  84 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us