Who owns Ishares Tr 0-5yr invt gr cp?

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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
Morgan Stanley 2.2M $130M -19% Jun 2024
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Farmers & Merchants Investment 1.0M $51M 1% Sep 2024
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Raymond James Financial Services Advisors 969k $49M 3% Sep 2024
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LJI Wealth Management 891k $45M 6% Sep 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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Allspring Global Investments Holdings 642k $32M -13% Sep 2024
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Tiaa Trust, National Association 505k $25M 2% Jun 2024
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Royal Bank of Canada 475k $25M -5% Sep 2024
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Allianz Asset Management 406k $20M 100% Jun 2024
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Williams Financial 384k $19M 2% Sep 2024
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Creative Financial Designs 381k $19M 7% Sep 2024
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Wiser Wealth Management 357k $18M 1% Sep 2024
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Greenup Street Wealth Management 334k $17M 10% Sep 2024
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River Wealth Advisors 321k $16M -5% Sep 2024
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Bramshill Investments 290k $14M 15% Jun 2024
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Advisor Group Holdings 281k $14M -10% Sep 2024
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Cetera Investment Advisers 274k $14M 3% Jun 2024
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Camden National Bank 273k $14M 8% Sep 2024
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Financiere des Professionnels - Fonds d,investissement 270k $14M 0% Sep 2024
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Renaissance Technologies 256k $13M 12% Sep 2024
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Susquehanna International 252k $13M 63% Sep 2024
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Global Wealth Management Investment Advisory 248k $13M 3% Sep 2024
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Partners Capital Investment Group 234k $12M 0% Sep 2024
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Scotia Capital 233k $12M 27% Sep 2024
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Harel Insurance Investments & Financial Services 230k $12M 2% Sep 2024
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Colonial Asset Management 222k $11M 15% Sep 2024
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HighTower Advisors 218k $11M -6% Jun 2024
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Stifel Financial 211k $10M 7% Jun 2024
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Lido Advisors 206k $10M 83% Jun 2024
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Invesco 190k $9.6M 100% Sep 2024
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H D Vest Advisory Services 187k $9.2M 93% Jun 2024
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Coombe, Bender & Co 172k $8.5M 14% Jun 2024
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Macquarie Group 172k $8.5M 288% Jun 2024
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Envestnet Asset Management 168k $8.5M 0% Sep 2024
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Integral Investment Advisors 161k $7.9M 13% Jun 2024
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Meiji Yasuda Life Insurance Company 156k $7.7M 0% Jun 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 22% Sep 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 -1% Sep 2024
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Atria Investments 133k $6.7M -3% Sep 2024
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Sanctuary Advisors 128k $6.3M -5% Sep 2024
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Federation des caisses Desjardins du Quebec 122k $6.1M -2% Sep 2024
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Mml Investors Services 113k $5.7M 3% Sep 2024
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Actinver Wealth Management 111k $5.6M 16% Sep 2024
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DecisionPoint Financial 109k $5.5M -1% Sep 2024
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Rosenberg Matthew Hamilton 108k $5.4M 16% Sep 2024
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Charter Oak Capital Management 103k $5.2M -3% Sep 2024
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Private Advisor 102k $5.2M 5% 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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Goss Wealth Management 92k $4.5M 683% Jun 2024
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Waterloo Capital 92k $4.5M 341% Jun 2024
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Fairview Capital Investment Management 86k $4.2M -6% Jun 2024
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IPG Investment Advisors 81k $4.0M 4% Jun 2024
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Trail Ridge Investment Advisors 80k $4.0M 7% Sep 2024
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Principal Securities 75k $3.8M -1% Sep 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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Ifrah Financial Services 69k $3.5M 3% Sep 2024
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PrairieView Partners 68k $3.4M -14% 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 60k $2.9M -2% Jun 2024
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Stratos Wealth Partners 56k $2.8M 6% Sep 2024
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Whalen Wealth Management 50k $2.5M -12% Sep 2024
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Laurel Wealth Advisors 43k $2.2M -3% Sep 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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Fonville Wealth Management 39k $2.0M 2% Sep 2024
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Buckingham Strategic Partners 38k $1.9M 4% Sep 2024
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Vista Investment Management 37k $1.8M -11% Jun 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 -19% Sep 2024
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Ameritas Advisory Services 35k $1.7M 10% Sep 2024
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Sugar Maple Asset Management 32k $1.6M 3% Sep 2024
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Old Mission Capital 32k $1.6M 100% Jun 2024
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Cary Street Partner Investment Advisory 31k $1.6M -4% Sep 2024
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Life Planning Partners 29k $1.5M 2% Sep 2024
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Private Wealth Group 29k $1.5M 0% Sep 2024
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NDWM 29k $1.5M -3% Sep 2024
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Branch Banking & Trust Company 28k $1.4M 10% Jun 2024
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Orion Portfolio Solutions 26k $1.3M -59% 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 4% Sep 2024
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Central Pacific Bank - Trust Division 24k $1.2M 2% Sep 2024
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Garden State Investment Advisory Services 23k $1.2M 15% Sep 2024
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Cedar Point Capital Partners 23k $1.1M 5% Sep 2024
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Beaird Harris Wealth Management 22k $1.1M 100% Sep 2024
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City Center Advisors 21k $1.1M 1% Sep 2024
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Wealth Enhancement Advisory Services 21k $1.0M 10% Jun 2024
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Bank Julius Baer & Co. Ltd, Zurich 19k $1.1M 100% Jun 2024
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FC Advisory 19k $973k 1% Sep 2024
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Eqis Capital Management 19k $940k -19% Sep 2024
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CI Private Wealth 18k $912k -47% Sep 2024
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Stokes Family Office 18k $904k -2% Sep 2024
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Mutual Advisors 18k $888k -1% Sep 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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Oppenheimer & Co 17k $832k -33% 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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Wolff Financial Management 16k $785k 1% Sep 2024
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Cambridge Investment Research Advisors 15k $776k -59% Sep 2024
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Strategic Advocates 15k $773k -17% Sep 2024
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4J Wealth Management 15k $772k -17% Sep 2024
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Seed Wealth Management 15k $760k 0% Sep 2024
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Kestra Advisory Services 15k $760k -31% Sep 2024
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Meitav Dash Investments 14k $705k 13% Sep 2024
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Disciplined Investments 14k $681k -22% Sep 2024
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Foundations Investment Advisors 13k $677k -2% Sep 2024
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Advisory Alpha 13k $658k 0% Sep 2024
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Atomi Financial Group 13k $644k -51% Sep 2024
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Arkadios Wealth Advisors 13k $642k 22% Sep 2024
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Atria Wealth Solutions 13k $641k -4% Sep 2024
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Thrivent Financial for Lutherans 13k $629k -94% Sep 2024
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JGP Wealth Management 12k $623k 15% Sep 2024
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Voisard Asset Management Group 12k $620k 100% Sep 2024
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Mercer Global Advisors 12k $597k 0% Jun 2024
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Summa Corp. 12k $605k 0% Sep 2024
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Integrated Wealth Concepts 12k $598k 19% Sep 2024
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Private Wealth Management Group 12k $593k 14% Sep 2024
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Hoxton Planning & Management 11k $551k -2% Sep 2024
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Bank Hapoalim Bm 10k $504k 16% Sep 2024
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Investment Advisory Group 9.7k $488k 0% Sep 2024
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National Asset Management 9.5k $480k -4% Sep 2024
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Concurrent Investment Advisors 9.3k $468k 4% Sep 2024
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Tortoise Investment Management 8.4k $422k -23% Sep 2024
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Buckhead Capital Management 8.4k $421k 3% Sep 2024
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TPG Financial Advisors 8.1k $410k -8% Sep 2024
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Janney Montgomery Scott 8.1k $409k 94% 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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Pettyjohn 7.7k $389k -5% Sep 2024
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CIBC World Markets 7.6k $382k 20% Sep 2024
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Savant Capital Management 7.5k $381k 100% Sep 2024
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Prime Capital Investment Advisors 7.4k $375k -21% Sep 2024
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Level Four Advisory Services 7.2k $354k 9% Jun 2024
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Spire Wealth Management 6.6k $334k -12% Sep 2024
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LexAurum Advisors 6.3k $316k -15% Sep 2024
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Advocacy Wealth Management Services 5.4k $272k -52% Sep 2024
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Who sold out of Ishares Tr 0-5yr invt gr cp?

Fund or Company Name Date Sold Shares Held Valued At
Northern Trust Mar 2024 97k $4.8M
International Assets Investment Management Jun 2024 46k $2.3M
Kovitz Investment Group Partners Jun 2024 29k $1.4M
Dynamic Advisors Solutions Jun 2024 29k $1.4M
Heritage Wealth Management Mar 2024 21k $1.0M
Flow Traders US Jun 2024 20k $987k
AE Wealth Management Jun 2024 14k $584k