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)  
$49.17 0.11 (0.22%) as of 4:30 Wed 5/15


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 : 
 $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  
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 600 - 2023-12-31 1,656,491 $81,526,000 -199,482
   BANK OF AMERICA CORP /DE/ 1270 - 2023-12-31 850,888 $41,864,000 -95,797
   Pensionmark Financial Group LLC 2 - 2023-12-31 689,514 $33,924,000 -63,389
   ROYAL BANK OF CANADA 923 - 2023-12-31 605,096 $29,771,000 -9,839
   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
   River Wealth Advisors LLC 7 - 2023-12-31 349,722 $17,206,000 -5,154
   Advisor Group Holdings Inc. 496 - 2024-03-31 313,940 $15,458,000 -35,199
   PARTNERS CAPITAL INVESTMENT GROUP LLP 44 - 2023-12-31 282,946 $13,921,000 -7,941
   ENVESTNET ASSET MANAGEMENT INC 1249 - 2023-12-31 278,992 $13,726,000 -26,769
   Curi Capital 20 - 2023-12-31 246,315 $12,119,000 -6,644
   AE Wealth Management LLC 363 - 2023-12-31 232,248 $11,429,000 -250,290
   HIGHTOWER ADVISORS, LLC 647 - 2024-03-31 231,521 $11,390,000 -127,564
   COLONIAL ASSET MANAGEMENT, INC. 36 - 2023-12-31 174,997 $8,610,000 -1,238
   COMMONWEALTH EQUITY SERVICES LLC. 918 - 2024-03-31 155,116 $7,635,000 -4,223
   FINANCIAL ENGINES ADVISORS L.L.C. 88 - 2023-12-31 147,015 $7,233,000 -6,951
   Probity Advisors Inc. 14 - 2024-03-31 146,955 $7,233,000 -199,226
   STIFEL FINANCIAL CORP 930 - 2023-12-31 142,825 $7,027,000 -7,969
   WELLS FARGO & CO/MN 1785 - 2024-03-31 138,572 $6,820,000 -60,956
   Baird Financial Group Inc. 624 - 2023-12-31 116,956 $5,754,000 -17,748
   Rosenberg Matthew Hamilton 12 - 2024-03-31 117,145 $5,739,000 -1,099
   MML INVESTORS SERVICES LLC 562 - 2023-12-31 111,036 $5,463,000 -44,329
   FINANCIAL NETWORK 536 - 2023-12-31 110,832 $5,453,000 -2,851
   Charter Oak Capital Management LLC 19 - 2024-03-31 108,907 $5,360,000 -14,879
   DecisionPoint Financial LLC 11 - 2024-03-31 102,554 $5,013,000 -125
   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
   RAYMOND JAMES & ASSOCIATES 1711 - 2024-03-31 83,900 $4,130,000 -3,923
   Lido Advisors LLC 279 - 2023-12-31 72,716 $3,578,000 -1,370
   IPG Investment Advisors LLC 36 - 2023-12-31 72,377 $3,561,000 -31,722
   GOLDMAN SACHS GROUP INC/ 2856 - 2023-12-31 64,112 $3,154,000 -1,824
   Dynamic Advisors Solutions LLC 246 - 2024-03-31 58,878 $2,898,000 -7,774
   MARINER WEALTH ADVISORS, LLC 926 - 2023-12-31 54,312 $2,672,000 -2,799,392
   Kestra Advisory Services LLC 691 - 2023-12-31 51,170 $2,518,000 -2,241
   BANK OF MONTREAL /CAN/ 1261 - 2023-12-31 50,927 $2,507,000 -1,276
   J P MORGAN CHASE & CO 2926 - 2024-03-31 44,196 $2,175,000 -5,472
   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 30 - 2023-12-31 42,345 $2,083,000 -287
   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
   MACQUARIE GROUP LTD 1217 - 2023-12-31 35,477 $1,745,000 -1,011,773
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 834 - 2023-12-31 32,312 $1,590,000 -916
   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
   Wescott Financial Advisory Group LLC 61 - 2023-12-31 28,673 $1,411,000 -1,696
   Atomi Financial Group Inc. 142 - 2024-03-31 28,613 $1,408,000 -9
   Kovitz Investment Group Partners LLC 256 - 2023-12-31 26,794 $1,318,000 -564
   EQIS CAPITAL MANAGEMENT, INC. 178 - 2023-12-31 26,370 $1,297,000 -2,202
   OPPENHEIMER & CO INC 671 - 2024-03-31 24,557 $1,209,000 -1,193
   BIONDO INVESTMENT ADVISORS LLC 57 - 2023-12-31 23,910 $1,176,000 -345
   Bank Julius Baer & Co. Ltd Zurich 237 - 2023-12-31 23,540 $1,158,000 -289
   DB Wealth Management Group LLC 36 - 2023-12-31 22,531 $1,109,000 -930
   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
   Ameritas Advisory Services LLC 298 - 2023-12-31 19,494 $959,000 -10,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1257 - 2024-03-31 18,962 $933,000 -2,610
   Garden State Investment Advisory Services LLC 55 - 2023-12-31 18,854 $928,000 -102
   Disciplined Investments LLC 57 - 2024-03-31 17,225 $848,000 -3,382
   Foundations Investment Advisors LLC 369 - 2023-12-31 13,517 $666,000 -243
   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
   Simplify Asset Management Inc. 75 - 2023-12-31 12,148 $598,000 -31,423
   BDO Wealth Advisors LLC 163 - 2023-06-30 12,325 $594,000 -150
   NATIONAL ASSET MANAGEMENT, INC. 750 - 2023-12-31 11,650 $573,000 -816
   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
   REGAL INVESTMENT ADVISORS, LLC 325 - 2023-12-31 9,875 $486,000 -710
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 826 - 2023-12-31 6,813 $335,000 -5,802
   LexAurum Advisors LLC 207 - 2024-03-31 6,760 $333,000 -511
   LEVEL FOUR ADVISORY SERVICES LLC 583 - 2023-12-31 6,620 $326,000 -125
   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
   Redhawk Wealth Advisors Inc. 240 - 2023-12-31 5,698 $280,000 -101
   Alhambra Investment Partners LLC 134 - 2024-03-31 5,534 $272,000 -200
   HARBOUR INVESTMENTS INC. 783 - 2023-12-31 5,004 $246,000 -6
   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 2318 - 2023-12-31 3,400 $167,000 -500
   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
   Steward Partners Investment Advisory LLC 2106 - 2023-12-31 755 $37,000 -96
   Geneos Wealth Management Inc. 1442 - 2024-03-31 300 $15,000 -145
   TOWER RESEARCH CAPITAL LLC 4069 - 2023-12-31 249 $12,000 -121
   Providence Capital Advisors LLC 263 - 2023-12-31 169 $8,000 -126
   Coppell Advisory Solutions LLC 1173 - 2023-12-31 85 $4,000 -70
   Family Asset Management LLC 170 - 2023-12-31 55 $3,000 -4,190
  99 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