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Get Institutions for : 
iShares 0-5 Year Investment Grade Corporate Bond (SLQD)  
$49.17 0.11 (0.22%) as of 4:30 Wed 5/15


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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  : 
0.84 (1.74%)  




 
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
   Allspring Global Investments Holdings LLC 411 - 2024-03-31 741,563 $36,500,000 0
   MEIJI YASUDA LIFE INSURANCE CO 34 - 2023-12-31 156,400 $7,695,000 0
   Financiere des Professionnels - Fonds dinvestissem 58 - 2024-03-31 135,000 $6,645,000 0
   Cosner Financial Group LLC 14 - 2024-03-31 42,541 $2,094,000 0
   Private Wealth Group LLC 23 - 2024-03-31 29,347 $1,444,000 0
   CRESTLINE MANAGEMENT, LP 141 - 2023-12-31 26,000 $1,279,000 0
   STATE OF WISCONSIN INVESTMENT BOARD 1385 - 2023-12-31 20,680 $1,017,000 0
   Stokes Family Office LLC 119 - 2024-03-31 18,325 $902,000 0
   MMBG INVESTMENT ADVISORS CO. 96 - 2024-03-31 16,964 $832,000 0
   Summa Corp. 28 - 2024-03-31 12,000 $591,000 0
   BABSON CAPITAL MANAGEMENT LLC 127 - 2024-03-31 10,854 $534,000 0
   True Link Financial Advisors LLC 40 - 2024-03-31 10,815 $532,000 0
   Day & Ennis LLC 84 - 2023-12-31 7,308 $360,000 0
   9258 Wealth Management LLC 257 - 2024-03-31 6,686 $329,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 340 - 2024-03-31 6,542 $322,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 356 - 2024-03-31 6,250 $308,000 0
   HEAD & ASSOCIATES LLC 202 - 2023-12-31 4,859 $239,000 0
   PRIVATE TRUST CO NA 671 - 2024-03-31 3,786 $186,000 0
   Atlantic Edge Private Wealth Management LLC 133 - 2024-03-31 3,425 $169,000 0
   Retirement Group LLC 133 - 2024-03-31 3,150 $155,000 0
   Parallel Advisors LLC 1030 - 2024-03-31 2,735 $135,000 0
   Sunbelt Securities Inc. 634 - 2024-03-31 2,727 $134,000 0
   PITTENGER & ANDERSON INC 253 - 2024-03-31 2,525 $124,000 0
   Global Retirement Partners LLC 1049 - 2024-03-31 2,140 $105,000 0
   NBT BANK N A /NY 400 - 2024-03-31 1,178 $58,000 0
   Lindbrook Capital LLC 759 - 2024-03-31 1,090 $54,000 0
   NATIONAL BANK OF CANADA /FI/ 1643 - 2023-12-31 875 $43,000 0
   Financial Gravity Wealth Inc. 329 - 2023-12-31 615 $29,000 0
   Investors Research Corp 584 - 2024-03-31 525 $26,000 0
   GoalVest Advisory LLC 260 - 2024-03-31 444 $22,000 0
   Castleview Partners LLC 478 - 2024-03-31 339 $17,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 315 - 2024-03-31 354 $17,000 0
   BLAIR WILLIAM & CO/IL 1691 - 2024-03-31 269 $13,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 102 - 2023-12-31 100 $5,000 0
   CALDWELL SUTTER CAPITAL INC. 656 - 2024-03-31 75 $4,000 0
   Farther Finance Advisors LLC 2107 - 2023-12-31 80 $4,000 0
   EPG Wealth Management LLC 411 - 2023-12-31 37 $2,000 0
   Hexagon Capital Partners LLC 1273 - 2024-03-31 23 $1,000 0

  38 Records found
  1    
  Page 1 of 1
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