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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
   Wagner Wealth Management LLC 244 *Closed 2024-03-31 0 $0 -4,962
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5415 *Closed 2024-03-31 0 $0 -332,955
   Safeguard Investment Advisory Group LLC *Closed 2023-12-31 0 $0 -5,000
   RFG Advisory Group LLC 714 *Closed 2024-03-31 0 $0 -5,659
   Breakwater Capital Group 262 *Closed 2024-03-31 0 $0 -4,447
   Processus Wealth & Capital Management LLC 35 *Closed 2024-03-31 0 $0 -28,393
   HRT FINANCIAL LLC 2247 *Closed 2023-12-31 0 $0 -18,147
   Divergent Wealth Advisors LLC 35 *Closed 2024-03-31 0 $0 -13,657
   Coppell Advisory Solutions Corp. 823 *Closed 2023-03-31 0 $0 -155
   ATLAS CAPITAL ADVISORS LLC 853 *Closed 2024-03-31 0 $0 -1,598
   BCJ Capital Management LLC 349 *Closed 2023-12-31 0 $0 -4,761
   ADVISORY SERVICES NETWORK, LLC 3102 *Closed 2024-03-31 0 $0 -3,616
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 223 *Closed 2024-03-31 0 $0 -37,741
   SHEETS SMITH & ASSOCIATES INC 480 *Closed 2024-03-31 0 $0 -2,950
   US BANCORP 3937 *Closed 2024-03-31 0 $0 -6,300
   NorthRock Partners LLC 417 *Closed 2024-03-31 0 $0 -20,436
   Authentikos Wealth Advisory LLC 381 *Closed 2023-12-31 0 $0 -508
   Level Financial Advisors Inc. 171 *Closed 2024-03-31 0 $0 -3,143
   Comprehensive Wealth Management LLC 30 *Closed 2024-03-31 0 $0 -25,830
   SHUFRO ROSE & CO LLC 330 *Closed 2024-03-31 0 $0 -36,666
   Cresset Asset Management LLC 1876 *Closed 2023-12-31 0 $0 -8,293
   WRAPMANAGER INC 284 *Closed 2024-03-31 0 $0 -6,538
   Tradition Wealth Management LLC 1333 *Closed 2023-12-31 0 $0 -142
   WEALTHSPAN PARTNERS LLC 99 *Closed 2024-03-31 0 $0 -6,309
   CAPTRUST FINANCIAL ADVISORS 2794 *Closed 2023-12-31 0 $0 -4,599
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 874 *Closed 2023-12-31 0 $0 -94
  26 Records found
  1    
  Page 1 of 1
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