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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
   MORGAN STANLEY 993 - 2024-03-31 2,743,678 $135,044,000 -268,467
   BANK OF AMERICA CORP /DE/ 1477 - 2024-03-31 744,774 $36,658,000 -106,114
   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
   River Wealth Advisors LLC 8 - 2024-03-31 337,924 $16,633,000 -11,798
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 918 - 2024-03-31 155,116 $7,635,000 -4,223
   Probity Advisors Inc. 14 - 2024-03-31 146,955 $7,233,000 -199,226
   WELLS FARGO & CO/MN 1785 - 2024-03-31 138,572 $6,820,000 -60,956
   FINANCIAL ENGINES ADVISORS L.L.C. 92 - 2024-03-31 133,770 $6,584,000 -13,245
   Rosenberg Matthew Hamilton 12 - 2024-03-31 117,145 $5,739,000 -1,099
   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
   DecisionPoint Financial LLC 11 - 2024-03-31 102,554 $5,013,000 -125
   Baird Financial Group Inc. 662 - 2024-03-31 100,939 $4,968,000 -16,017
   H D Vest Advisory Services 313 - 2024-03-31 97,129 $4,781,000 -15,406
   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
   Rockbridge Investment Management LCC 27 - 2024-03-31 77,656 $3,822,000 -2,208
   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
   Laurel Wealth Advisors LLC 69 - 2024-03-31 45,430 $2,236,000 -1,010
   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
   VISTA INVESTMENT MANAGEMENT 35 - 2024-03-31 42,047 $2,070,000 -298
   Miracle Mile Advisors LLC 187 - 2024-03-31 39,145 $1,927,000 -9
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 256 - 2024-03-31 37,826 $1,862,000 -4,876
   TD Waterhouse Canada Inc. 407 - 2024-03-31 35,758 $1,788,000 -2,149
   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
   Life Planning Partners Inc 18 - 2024-03-31 30,443 $1,498,000 -105
   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
   Wescott Financial Advisory Group LLC 67 - 2024-03-31 26,765 $1,317,000 -1,908
   BB&T CORP 1486 - 2024-03-31 25,324 $1,246,000 -2,102
   EQIS CAPITAL MANAGEMENT, INC. 192 - 2024-03-31 25,163 $1,239,000 -1,207
   OPPENHEIMER & CO INC 671 - 2024-03-31 24,557 $1,209,000 -1,193
   Kestra Advisory Services LLC 1131 - 2024-03-31 24,239 $1,193,000 -26,931
   DB Wealth Management Group LLC 36 - 2023-12-31 22,531 $1,109,000 -930
   Bank Julius Baer & Co. Ltd Zurich 263 - 2024-03-31 21,540 $1,060,000 -2,000
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 722 - 2024-03-31 21,276 $1,047,000 -5,928
   HERITAGE WEALTH MANAGEMENT LLC 43 - 2024-03-31 21,100 $1,039,000 -105
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1705 - 2024-03-31 20,968 $1,032,000 -929
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1257 - 2024-03-31 18,962 $933,000 -2,610
   Disciplined Investments LLC 57 - 2024-03-31 17,225 $848,000 -3,382
   COMERICA BANK 1684 - 2024-03-31 15,259 $751,000 -2,850
   Advisory Alpha LLC 192 - 2024-03-31 13,475 $663,000 -1,062
   Rehmann Capital Advisory Group 271 - 2024-03-31 13,212 $650,000 -759
   MEITAV DASH INVESTMENTS LTD 161 - 2024-03-31 12,697 $624,000 -583
   BDO Wealth Advisors LLC 163 - 2023-06-30 12,325 $594,000 -150
   Goss Wealth Management LLC 1244 - 2024-03-31 11,724 $577,000 -181
   Private Wealth Management Group LLC 40 - 2024-03-31 10,352 $510,000 -9,247
   TPG Financial Advisors LLC 45 - 2023-12-31 10,028 $492,000 -261
   Spire Wealth Management 565 - 2024-03-31 8,628 $425,000 -1,529
   NBC SECURITIES INC. 501 - 2024-03-31 8,227 $414,000 -2,717
   Concurrent Investment Advisors LLC 599 - 2024-03-31 8,261 $407,000 -314
   LVZ Advisors Inc. 87 - 2024-03-31 7,224 $356,000 -124
   LexAurum Advisors LLC 207 - 2024-03-31 6,760 $333,000 -511
   Cornell Pochily Investment Advisors Inc. 134 - 2024-03-31 6,328 $311,000 -272
   Merit Financial Group LLC 711 - 2024-03-31 6,060 $297,000 -2,094
   Weaver Consulting Group 157 - 2024-03-31 5,897 $290,000 -805
   Alhambra Investment Partners LLC 134 - 2024-03-31 5,534 $272,000 -200
   REGAL INVESTMENT ADVISORS, LLC 478 - 2024-03-31 5,489 $270,000 -4,386
   HARBOUR INVESTMENTS INC. 783 - 2023-12-31 5,004 $246,000 -6
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 936 - 2024-03-31 4,966 $244,000 -1,847
   Snowden Capital Advisors LLC 1045 - 2024-03-31 4,836 $238,000 -479
   JANE STREET GROUP LLC 4590 - 2024-03-31 4,798 $236,000 -196,396
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 338 - 2024-03-31 4,775 $235,000 -894
   Gray Wealth Management Inc. 127 - 2024-03-31 4,514 $222,000 -463
   BLACKROCK INC. 4285 - 2024-03-31 3,752 $185,000 -881
   FRANKLIN RESOURCES INC 2506 - 2024-03-31 3,300 $162,000 -100
   Archer Investment Corp 245 - 2024-03-31 3,058 $151,000 -150
   BNP PARIBAS ARBITRAGE SA 2724 - 2024-03-31 1,339 $66,000 -8,579
   Financial Gravity Wealth Inc. 335 - 2024-03-31 392 $19,000 -223
   Geneos Wealth Management Inc. 1442 - 2024-03-31 300 $15,000 -145
   FMR LLC 4289 - 2024-03-31 132 $6,000 -1,799
   Providence Capital Advisors LLC 262 - 2024-03-31 126 $6,000 -43
   TOWER RESEARCH CAPITAL LLC 4614 - 2024-03-31 100 $5,000 -149
   Coppell Advisory Solutions LLC 1173 - 2023-12-31 85 $4,000 -70
   Farther Finance Advisors LLC 2162 - 2024-03-31 78 $4,000 -2
   Family Asset Management LLC 184 - 2024-03-31 0 $0 -55
  91 Records found
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