Who owns Ishares Tr 0-5yr invt gr cp?
- Ticker: SLQD
- CUSIP Number: 46434v100
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr 0-5yr invt gr cp with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr 0-5yr invt gr cp stock
Who bought or sold Ishares Tr 0-5yr invt gr cp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Ameriprise Financial | 1.8M | $93M | 6% | Sep 2024 |
|
| Life Planning Partners | 1.4M | $29M | 4828% | Dec 2024 |
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| UBS Group | 1.2M | $62M | 2% | Sep 2024 |
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| LJI Wealth Management | 1.1M | $53M | 21% | Dec 2024 |
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| Farmers & Merchants Investment | 1.0M | $52M | 4% | Dec 2024 |
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| Raymond James Financial Services Advisors | 969k | $49M | 3% | Sep 2024 |
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| Allspring Global Investments Holdings | 835k | $42M | 30% | Dec 2024 |
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| Pensionmark Financial Group | 805k | $41M | 2% | Sep 2024 |
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| LPL Financial | 778k | $39M | 0% | Sep 2024 |
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| Bank of America Corporation | 718k | $36M | -14% | Sep 2024 |
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| Greenup Street Wealth Management | 632k | $31M | 89% | Dec 2024 |
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| Crews Bank & Trust | 631k | $31M | 100% | Dec 2024 |
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| Allianz Asset Management | 507k | $26M | 25% | Sep 2024 |
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| Tiaa Trust, National Association | 507k | $26M | 0% | Sep 2024 |
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| Royal Bank of Canada | 475k | $25M | -5% | Sep 2024 |
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| Williams Financial | 396k | $20M | 3% | Dec 2024 |
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| Creative Financial Designs | 381k | $19M | 7% | Sep 2024 |
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| Wiser Wealth Management | 372k | $19M | 4% | Dec 2024 |
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| Bramshill Investments | 324k | $16M | 12% | Sep 2024 |
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| River Wealth Advisors | 321k | $16M | 100% | Sep 2024 |
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| Lido Advisors | 289k | $15M | 41% | Sep 2024 |
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| Advisor Group Holdings | 281k | $14M | 100% | Sep 2024 |
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| Camden National Bank | 273k | $14M | 8% | Sep 2024 |
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| Global Wealth Management Investment Advisory | 261k | $13M | 5% | Dec 2024 |
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| Renaissance Technologies | 256k | $13M | 12% | Sep 2024 |
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| Financiere des Professionnels - Fonds d,investissement | 256k | $13M | -5% | Dec 2024 |
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| Susquehanna International | 252k | $13M | 63% | Sep 2024 |
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| Harel Insurance Investments & Financial Services | 234k | $12M | 2% | Dec 2024 |
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| Scotia Capital | 233k | $12M | 100% | Sep 2024 |
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| Colonial Asset Management | 222k | $11M | 100% | Sep 2024 |
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| HighTower Advisors | 219k | $11M | 0% | Sep 2024 |
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| Stifel Financial | 214k | $11M | 1% | Sep 2024 |
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| Partners Capital Investment Group | 197k | $9.8M | -16% | Dec 2024 |
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| Invesco | 190k | $9.6M | 100% | Sep 2024 |
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| Cetera Investment Advisers | 185k | $9.3M | -32% | Sep 2024 |
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| Integral Investment Advisors | 179k | $9.0M | 11% | Sep 2024 |
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| Waterloo Capital | 174k | $8.8M | 90% | Sep 2024 |
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| Macquarie Group | 172k | $8.7M | 0% | Sep 2024 |
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| Envestnet Asset Management | 168k | $8.5M | 0% | Sep 2024 |
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| H D Vest Advisory Services | 166k | $8.4M | -11% | Sep 2024 |
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| Wells Fargo & Company | 156k | $7.8M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 146k | $7.4M | -3% | Sep 2024 |
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| Colonial Trust Co / SC | 142k | $7.2M | 100% | Sep 2024 |
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| Ifrah Financial Services | 142k | $7.1M | 107% | Dec 2024 |
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| Jpmorgan Chase & Co | 140k | $7.0M | 203% | Sep 2024 |
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| Summit Financial | 138k | $6.9M | 52% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 133k | $6.7M | 100% | Sep 2024 |
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| Atria Investments | 133k | $6.7M | -3% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 122k | $6.1M | -2% | Sep 2024 |
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| Actinver Wealth Management | 116k | $5.8M | 4% | Dec 2024 |
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| Mml Investors Services | 113k | $5.7M | 3% | Sep 2024 |
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| DecisionPoint Financial | 110k | $5.5M | 1% | Dec 2024 |
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| Private Advisor | 106k | $5.3M | 3% | Dec 2024 |
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| Rosenberg Matthew Hamilton | 105k | $5.2M | -2% | Dec 2024 |
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| Goss Wealth Management | 104k | $5.2M | 13% | Sep 2024 |
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| Charter Oak Capital Management | 98k | $4.9M | -4% | Dec 2024 |
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| Baird Financial | 95k | $4.8M | 1% | Sep 2024 |
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| Warren Averett Asset Management | 95k | $4.8M | -42% | Sep 2024 |
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| Sierra Capital | 93k | $4.7M | -20% | Sep 2024 |
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| Raymond James & Associates | 93k | $4.7M | -1% | Sep 2024 |
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| Fairview Capital Investment Management | 82k | $4.1M | -4% | Sep 2024 |
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| IPG Investment Advisors | 82k | $4.1M | 1% | Sep 2024 |
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| Whalen Wealth Management | 81k | $4.0M | 63% | Dec 2024 |
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| Sanctuary Advisors | 81k | $4.0M | -37% | Dec 2024 |
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| Trail Ridge Investment Advisors | 80k | $4.0M | 7% | Sep 2024 |
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| Principal Securities | 80k | $4.0M | 6% | Dec 2024 |
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| Jane Street | 75k | $3.8M | -49% | Sep 2024 |
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| Assetmark | 70k | $3.5M | 65% | Sep 2024 |
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| Pitcairn Company | 70k | $3.5M | 100% | Sep 2024 |
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| Probity Advisors | 68k | $3.4M | -33% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 67k | $3.4M | -13% | Sep 2024 |
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| Goldman Sachs Group | 66k | $3.3M | 11% | Sep 2024 |
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| Ofc Financial Planning | 54k | $2.7M | 100% | Dec 2024 |
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| Stratos Wealth Partners | 53k | $2.6M | -6% | Dec 2024 |
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| Fonville Wealth Management | 47k | $2.3M | 20% | Dec 2024 |
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| Ameritas Advisory Services | 44k | $2.2M | 27% | Dec 2024 |
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| Laurel Wealth Advisors | 43k | $2.1M | -1% | Dec 2024 |
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| International Assets Investment Management | 43k | $2.1M | 100% | Dec 2024 |
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| Brian McDonald | 43k | $2.1M | -1% | Sep 2024 |
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| FinTrust Capital Advisors | 41k | $2.1M | -5% | Sep 2024 |
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| American Money Management | 40k | $2.0M | -7% | Sep 2024 |
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| Buckingham Strategic Partners | 38k | $1.9M | 100% | Sep 2024 |
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| Vista Investment Management | 37k | $1.9M | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 37k | $1.9M | -2% | Sep 2024 |
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| Argent Advisors | 37k | $1.8M | 5% | Sep 2024 |
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| RMB Capital Management | 37k | $1.8M | -3% | Sep 2024 |
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| TD Waterhouse Canada | 35k | $1.8M | -1% | Sep 2024 |
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| Mariner Wealth Advisors | 35k | $1.7M | -11% | Sep 2024 |
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| Cosner Financial Group | 35k | $1.7M | 0% | Dec 2024 |
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| Berkshire Asset Management | 32k | $1.6M | 0% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 31k | $1.6M | -4% | Sep 2024 |
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| Sugar Maple Asset Management | 31k | $1.6M | -2% | Dec 2024 |
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| Private Wealth Group | 29k | $1.5M | 0% | Dec 2024 |
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| PrairieView Partners | 29k | $1.5M | -57% | Dec 2024 |
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| NDWM | 29k | $1.5M | -3% | Sep 2024 |
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| Branch Banking & Trust Company | 29k | $1.4M | 1% | Dec 2024 |
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| London & Capital Asset Management | 27k | $1.4M | 0% | Sep 2024 |
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| Bank Of Montreal | 27k | $1.3M | 100% | Sep 2024 |
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| Orion Portfolio Solutions | 26k | $1.3M | 100% | Sep 2024 |
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| Wescott Financial Advisory Group | 26k | $1.3M | -1% | Sep 2024 |
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| Biondo Investment Advisors | 25k | $1.3M | 100% | Sep 2024 |
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| City Center Advisors | 24k | $1.2M | 13% | Dec 2024 |
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| Central Pacific Bank - Trust Division | 24k | $1.2M | 0% | Dec 2024 |
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| Garden State Investment Advisory Services | 23k | $1.2M | 100% | Sep 2024 |
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| Cedar Point Capital Partners | 23k | $1.1M | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 23k | $1.1M | 8% | Dec 2024 |
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| Beaird Harris Wealth Management | 22k | $1.1M | 100% | Sep 2024 |
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| Springbok Capital Management | 21k | $1.1M | 100% | Sep 2024 |
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| State of Wisconsin Investment Board | 21k | $1.0M | 0% | Sep 2024 |
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| FC Advisory | 19k | $967k | 1% | Dec 2024 |
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| Eqis Capital Management | 19k | $940k | -19% | Sep 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 18k | $1.1M | -6% | Sep 2024 |
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| Strategic Advocates | 18k | $900k | 18% | Dec 2024 |
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| CI Private Wealth | 18k | $912k | -47% | Sep 2024 |
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| JGP Wealth Management | 18k | $895k | 46% | Dec 2024 |
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| Stokes Family Office | 18k | $904k | -2% | Sep 2024 |
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| Mutual Advisors | 18k | $883k | 0% | Dec 2024 |
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| Fortis Capital Management | 17k | $868k | 1% | Sep 2024 |
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| Mmbg Investment Advisors | 17k | $856k | 0% | Sep 2024 |
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| Janney Montgomery Scott | 17k | $832k | 106% | Dec 2024 |
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| Oppenheimer & Co | 17k | $832k | 100% | Sep 2024 |
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| Rehmann Capital Advisory | 17k | $831k | 31% | Sep 2024 |
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| Envestnet Portfolio Solutions | 17k | $831k | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 15k | $776k | -59% | Sep 2024 |
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| Kestra Advisory Services | 15k | $760k | -31% | Sep 2024 |
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| 4J Wealth Management | 14k | $717k | -6% | Dec 2024 |
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| Private Wealth Management Group | 14k | $702k | 20% | Dec 2024 |
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| Meitav Dash Investments | 14k | $683k | -2% | Dec 2024 |
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| Disciplined Investments | 14k | $681k | -22% | Sep 2024 |
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| Advisory Alpha | 13k | $649k | 0% | Dec 2024 |
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| Atria Wealth Solutions | 13k | $636k | 1% | Dec 2024 |
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| Atomi Financial Group | 13k | $628k | -1% | Dec 2024 |
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| Thrivent Financial for Lutherans | 13k | $629k | 100% | Sep 2024 |
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| Voisard Asset Management Group | 12k | $620k | 100% | Sep 2024 |
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| Arkadios Wealth Advisors | 12k | $610k | -4% | Dec 2024 |
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| Seed Wealth Management | 12k | $610k | -19% | Dec 2024 |
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| Summa Corp. | 12k | $597k | 0% | Dec 2024 |
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| Wolff Financial Management | 12k | $591k | -24% | Dec 2024 |
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| Integrated Wealth Concepts | 12k | $598k | 19% | Sep 2024 |
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| Hoxton Planning & Management | 11k | $551k | -2% | Sep 2024 |
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| CIBC World Markets | 10k | $512k | 36% | Dec 2024 |
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| Investment Advisory Group | 9.8k | $487k | 1% | Dec 2024 |
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| National Asset Management | 9.5k | $480k | -4% | Sep 2024 |
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| Concurrent Investment Advisors | 9.5k | $471k | 2% | Dec 2024 |
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| Tortoise Investment Management | 8.4k | $422k | -23% | Sep 2024 |
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| GeoWealth Management | 8.1k | $407k | 12% | Sep 2024 |
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| Catalytic Wealth RIA | 8.1k | $407k | 12% | Sep 2024 |
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| Babson Capital Management | 7.9k | $398k | 0% | Sep 2024 |
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| TPG Financial Advisors | 7.8k | $390k | -4% | Dec 2024 |
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| Pettyjohn | 7.7k | $389k | -5% | Sep 2024 |
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| Prime Capital Investment Advisors | 7.4k | $375k | -21% | Sep 2024 |
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| Buckhead Capital Management | 7.2k | $357k | -14% | Dec 2024 |
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| Bank Hapoalim Bm | 6.2k | $309k | -38% | Dec 2024 |
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| Mercer Global Advisors | 5.4k | $274k | -55% | Sep 2024 |
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| Advocacy Wealth Management Services | 5.4k | $272k | -52% | Sep 2024 |
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| Foundations Investment Advisors | 4.9k | $243k | -64% | Dec 2024 |
|
Who sold out of Ishares Tr 0-5yr invt gr cp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meiji Yasuda Life Insurance Company | Jun 2024 | 156k | $7.7M |
| Old Mission Capital | Jun 2024 | 32k | $1.6M |
| Kovitz Investment Group Partners | Jun 2024 | 29k | $1.4M |
| Flow Traders US | Jun 2024 | 20k | $987k |
| AE Wealth Management | Jun 2024 | 14k | $584k |