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 2.3M $151M 100% Jun 2025
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Allspring Global Investments Holdings 1.8M $89M 110% Sep 2025
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LJI Wealth Management 1.2M $59M 3% Sep 2025
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UBS Group 1.1M $57M 1% Sep 2025
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LPL Financial 1.1M $57M -9% Sep 2025
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Farmers & Merchants Investment 988k $50M -2% Sep 2025
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Pensionmark Financial Group 971k $49M 3% Sep 2025
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Bramshill Investments 967k $49M 1% Sep 2025
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MAI Wealth Advisors 951k $48M 8% Sep 2025
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Ameriprise Financial 937k $48M 6% Sep 2025
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Greenup Street Wealth Management 868k $44M 21% Sep 2025
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Voisard Asset Management Group 801k $41M 8% Sep 2025
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Raymond James Financial 691k $35M -36% Sep 2025
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Crews Bank & Trust 684k $35M 5% Sep 2025
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Royal Bank of Canada 666k $34M 11% Sep 2025
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Financiere des Professionnels - Fonds d,investissement 560k $29M 119% Sep 2025
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Creative Financial Designs 464k $24M 5% Sep 2025
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Goss Wealth Management 463k $24M 63% Sep 2025
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Wiser Wealth Management 449k $23M 12% Sep 2025
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Allianz Asset Management 447k $23M -29% Sep 2025
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CI Private Wealth 418k $933k 1782% Sep 2025
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Vestmark Advisory Solutions 373k $19M 2970% Sep 2025
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Camden National Bank 332k $17M 9% Sep 2025
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Colonial Asset Management 286k $15M 6% Sep 2025
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Cetera Investment Advisers 284k $14M 48% Sep 2025
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Tiaa Trust, National Association 280k $14M -2% Sep 2025
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Global Wealth Management Investment Advisory 238k $12M 4% Sep 2025
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Stifel Financial 229k $12M 2% Sep 2025
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Waterloo Capital 222k $11M -35% Sep 2025
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Wells Fargo & Company 219k $11M 7% Sep 2025
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Renaissance Technologies 211k $11M -20% Sep 2025
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HighTower Advisors 203k $10M -5% Sep 2025
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Integral Investment Advisors 200k $10M -11% Sep 2025
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Jane Street 198k $10M -14% Sep 2025
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Sierra Capital 182k $9.2M 28% Sep 2025
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Envestnet Asset Management 180k $9.1M -10% Sep 2025
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Colonial Trust Co / SC 175k $8.9M 7% Sep 2025
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Northwestern Mutual Wealth Management Company 168k $8.5M 4% Sep 2025
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H D Vest Advisory Services 164k $8.3M 30% Jun 2025
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Ifrah Financial Services 162k $8.3M 9% Sep 2025
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Actinver Wealth Management 156k $7.9M 31% Sep 2025
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Saiph Capital 153k $7.8M 1% Sep 2025
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Jpmorgan Chase & Co 145k $7.4M -19% Sep 2025
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Commonwealth Equity Services 144k $7.3M -7% Sep 2025
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Summit Financial 141k $7.2M -3% Sep 2025
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Mml Investors Services 138k $7.0M -1% Sep 2025
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LaSalle St. Investment Advisors 135k $6.9M 100% Sep 2025
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Scotia Capital 134k $6.8M 2% Sep 2025
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Federation des caisses Desjardins du Quebec 126k $6.4M 7% Sep 2025
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Financial Engines Advisors L.L.C 121k $6.2M 6% Sep 2025
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Whalen Wealth Management 118k $6.0M 30% Sep 2025
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River Wealth Advisors 116k $5.9M -4% Sep 2025
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Assetmark 109k $5.5M -13% Sep 2025
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Private Advisor 109k $5.5M 6% Sep 2025
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Advisor Group Holdings 108k $5.5M -28% Sep 2025
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Warren Averett Asset Management 103k $5.2M 0% Sep 2025
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Lido Advisors 103k $5.2M 4% Sep 2025
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JT Stratford 103k $5.2M 100% Sep 2025
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Principal Securities 100k $5.1M 5% Sep 2025
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Harel Insurance Investments & Financial Services 99k $5.0M 0% Sep 2025
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Quantinno Capital Management 99k $5.0M 100% Sep 2025
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Kathmere Capital Management 98k $5.0M 100% Sep 2025
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DecisionPoint Financial 97k $4.9M -5% Sep 2025
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Rosenberg Matthew Hamilton 93k $4.7M 0% Sep 2025
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Buckingham Strategic Partners 92k $4.6M 93% Sep 2025
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Wealth Enhancement Advisory Services 90k $4.6M 37% Sep 2025
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Invesco 86k $4.4M 100% Sep 2025
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Charter Oak Capital Management 82k $4.2M 0% Sep 2025
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Citadel Advisors 81k $4.1M 14% Sep 2025
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Fairview Capital Investment Management 81k $4.1M 1% Sep 2025
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Belpointe Asset Management 79k $4.0M 3% Sep 2025
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Trail Ridge Investment Advisors 76k $3.9M 1% Sep 2025
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Tower Research Capital 68k $3.4M 1233% Sep 2025
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Loomis, Sayles and 67k $3.4M 100% Sep 2025
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Goldman Sachs Group 67k $3.4M 12% Sep 2025
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Obsido Oy 62k $3.2M -7% Sep 2025
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Rockbridge Investment Management, LCC 61k $3.1M -1% Sep 2025
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Fonville Wealth Management 56k $2.9M 15% Sep 2025
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Mariner Wealth Advisors 54k $2.8M -61% Sep 2025
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IFP Advisors 54k $2.8M 11% Sep 2025
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TD Waterhouse Canada 52k $2.6M 1% Sep 2025
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Jones Financial Companies, L.L 49k $2.5M -38% Sep 2025
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Turn8 Private Wealth 47k $2.4M -5% Sep 2025
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Portus Wealth Advisors 45k $2.3M 100% Sep 2025
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JGP Wealth Management 45k $2.3M 51% Sep 2025
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Brian McDonald 42k $2.2M 0% Sep 2025
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Cambridge Investment Research Advisors 42k $2.1M -1% Sep 2025
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Laurel Wealth Advisors 40k $2.1M 0% Sep 2025
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Baird Financial 39k $2.0M -36% Sep 2025
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Argent Advisors 38k $1.9M 9% Sep 2025
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Stratos Wealth Partners 38k $1.9M -6% Sep 2025
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Vista Investment Management 38k $1.9M 0% Sep 2025
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Bank Of Montreal 37k $1.9M 100% Jun 2025
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Life Planning Partners 36k $1.8M 15% Sep 2025
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International Assets Investment Management 35k $1.8M 0% Sep 2025
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Cosner Financial Group 35k $1.8M 0% Sep 2025
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Ofc Financial Planning 33k $1.7M -1% Sep 2025
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RMB Capital Management 33k $1.7M 1% Sep 2025
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Bank Julius Baer & Co. Ltd, Zurich 32k $1.6M 49% Sep 2025
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Biondo Investment Advisors 31k $1.6M 5% Sep 2025
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NDWM 31k $1.6M 6% Sep 2025
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Sugar Maple Asset Management 30k $1.5M -10% Sep 2025
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American Money Management 29k $1.5M -4% Sep 2025
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Alpha Financial Partners 28k $1.4M 25% Sep 2025
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Atria Investments 28k $1.4M -63% Sep 2025
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Cary Street Partners Financial 27k $1.3M 9% Sep 2025
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Sigma Planning 26k $1.3M 0% Sep 2025
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Savant Capital Management 26k $1.3M 446% Sep 2025
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Equitable Holdings 25k $1.3M -1% Sep 2025
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Garden State Investment Advisory Services 25k $1.3M 5% Sep 2025
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City Center Advisors 25k $1.3M 4% Sep 2025
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Central Pacific Bank - Trust Division 24k $1.2M 0% Sep 2025
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Wescott Financial Advisory Group 23k $1.1M -1% Sep 2025
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Private Wealth Group 22k $1.1M 0% Sep 2025
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Montis Financial 22k $1.1M -23% Sep 2025
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Janney Montgomery Scott 22k $1.1M 12% Sep 2025
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Babson Capital Management 22k $1.1M -20% Sep 2025
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Clune & Associates 22k $1.1M 1% Sep 2025
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Mutual Advisors 21k $1.1M 7% Sep 2025
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Berkshire Asset Management 21k $1.1M -16% Sep 2025
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PrairieView Partners 21k $1.1M -6% Jun 2025
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Integrated Wealth Concepts 20k $1.0M 36% Sep 2025
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Rehmann Capital Advisory 20k $1.0M 0% Sep 2025
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IPG Investment Advisors 20k $1.0M 0% Sep 2025
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FC Advisory 20k $1.0M 1% Sep 2025
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Stokes Family Office 18k $911k 0% Sep 2025
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Private Wealth Management Group 18k $909k 7% Sep 2025
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Fortis Capital Management 18k $899k 1% Sep 2025
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GeoWealth Management 17k $878k -2% Sep 2025
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Catalytic Wealth RIA 17k $878k -2% Sep 2025
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Mmbg Investment Advisors 17k $862k 0% Sep 2025
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One Wealth Advisors 16k $803k -1% Sep 2025
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Arkadios Wealth Advisors 15k $775k 2% Sep 2025
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Summa Corp. 15k $752k 23% Sep 2025
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Insigneo Advisory Services 15k $752k 3% Sep 2025
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4J Wealth Management 14k $717k 0% Sep 2025
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Kelly Financial Group 13k $681k -18% Sep 2025
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CIBC World Markets 13k $675k 4% Sep 2025
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Advisory Alpha 13k $662k 0% Sep 2025
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Envestnet Portfolio Solutions 13k $658k -4% Sep 2025
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Probity Advisors 13k $643k 0% Sep 2025
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Prospera Financial Services 13k $637k -73% Sep 2025
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Atomi Financial Group 12k $628k -25% Sep 2025
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Wolff Financial Management 12k $607k 1% Sep 2025
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Pitcairn Company 12k $594k 0% Sep 2025
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Rialto Wealth Management 12k $590k 0% Sep 2025
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Cedar Point Capital Partners 11k $557k 1% Sep 2025
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Seed Wealth Management 10k $513k -16% Sep 2025
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Investment Advisory Group 10k $507k 1% Sep 2025
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Parallel Advisors 9.9k $506k 115% Sep 2025
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Disciplined Investments 7.9k $402k -30% Sep 2025
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Hoxton Planning & Management 7.3k $369k -29% Sep 2025
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Oppenheimer & Co 5.2k $264k -56% Sep 2025
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Atria Wealth Solutions 4.9k $247k -98% Jun 2025
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Ameritas Advisory Services 1.2k $61k -97% Sep 2025
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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
Susquehanna International Jun 2025 39k $2.0M
Siligmueller & Norvid Wealth Advisors Jun 2025 33k $1.6M
Partners Capital Investment Group Jun 2025 28k $1.4M
Eqis Capital Management Jun 2025 12k $608k
RFG Advisory Jun 2025 11k $532k