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% Dec 2024
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LPL Financial 1.1M $58M 12% Mar 2025
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LJI Wealth Management 1.1M $56M 3% Mar 2025
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Raymond James Financial 1.1M $55M 4% Mar 2025
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UBS Group 1.1M $54M -1% Mar 2025
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Farmers & Merchants Investment 1.0M $52M -2% Mar 2025
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Pensionmark Financial Group 870k $44M 4% Mar 2025
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Ameriprise Financial 856k $43M 6% Mar 2025
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MAI Wealth Advisors 854k $43M 6% Mar 2025
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Allspring Global Investments Holdings 835k $42M 0% Mar 2025
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Greenup Street Wealth Management 760k $38M 20% Mar 2025
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Bank of America Corporation 722k $36M 1% Dec 2024
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Voisard Asset Management Group 672k $34M 47% Mar 2025
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Crews Bank & Trust 637k $32M 1% Mar 2025
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Allianz Asset Management 595k $30M 11% Mar 2025
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Royal Bank of Canada 547k $28M 3% Mar 2025
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Tiaa Trust, National Association 506k $25M 1% Mar 2025
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Creative Financial Designs 423k $21M 3% Mar 2025
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Wiser Wealth Management 390k $20M 5% Mar 2025
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Renaissance Technologies 374k $19M 64% Mar 2025
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Bramshill Investments 360k $18M 11% Dec 2024
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Camden National Bank 285k $14M 4% Dec 2024
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Lido Advisors 277k $14M -4% Dec 2024
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Financiere des Professionnels - Fonds d,investissement 256k $13M 0% Mar 2025
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Scotia Capital 252k $13M 8% Mar 2025
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Advisor Group Holdings 249k $13M 22% Mar 2025
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Waterloo Capital 237k $12M 18% Mar 2025
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Colonial Asset Management 232k $12M 4% Dec 2024
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Global Wealth Management Investment Advisory 227k $11M -13% Mar 2025
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Stifel Financial 219k $11M 2% Dec 2024
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HighTower Advisors 219k $11M 0% Dec 2024
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Integral Investment Advisors 215k $11M 8% Mar 2025
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Envestnet Asset Management 206k $10M 10% Mar 2025
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Atria Wealth Solutions 205k $10M 1507% Mar 2025
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Partners Capital Investment Group 197k $9.8M -16% Dec 2024
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Cetera Investment Advisers 187k $9.3M 1% Dec 2024
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Harel Insurance Investments & Financial Services 186k $9.4M -20% Mar 2025
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Jpmorgan Chase & Co 178k $9.0M 33% Mar 2025
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Actinver Wealth Management 165k $8.3M 42% Mar 2025
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Colonial Trust Co / SC 159k $8.0M 6% Mar 2025
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River Wealth Advisors 158k $7.9M -51% Dec 2024
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Commonwealth Equity Services 153k $7.6M 5% Dec 2024
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Ifrah Financial Services 149k $7.5M 5% Mar 2025
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Summit Financial 147k $7.3M 7% Dec 2024
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H D Vest Advisory Services 138k $6.8M -17% Dec 2024
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Sierra Capital 133k $6.7M -1% Mar 2025
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Atria Investments 130k $6.5M -2% Dec 2024
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Elevation Capital Advisory 128k $6.5M 100% Mar 2025
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Federation des caisses Desjardins du Quebec 124k $6.2M -6% Mar 2025
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Mml Investors Services 123k $6.1M 8% Dec 2024
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Financial Engines Advisors L.L.C 122k $6.1M -6% Mar 2025
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Flow Traders US 116k $5.8M 100% Dec 2024
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DecisionPoint Financial 105k $5.3M -4% Mar 2025
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Rosenberg Matthew Hamilton 104k $5.2M -1% Mar 2025
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Warren Averett Asset Management 103k $5.1M 9% Dec 2024
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Private Advisor 103k $5.2M -3% Mar 2025
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Whalen Wealth Management 98k $4.9M 21% Mar 2025
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Wells Fargo & Company 94k $4.7M -3% Mar 2025
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Goss Wealth Management 94k $4.7M -10% Dec 2024
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Charter Oak Capital Management 90k $4.5M -8% Mar 2025
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Citadel Advisors 87k $4.4M 100% Mar 2025
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Baird Financial 81k $4.0M -15% Dec 2024
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Sanctuary Advisors 81k $4.0M -37% Dec 2024
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Fairview Capital Investment Management 80k $4.0M -2% Mar 2025
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Principal Securities 80k $4.0M 0% Mar 2025
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Jane Street 80k $4.0M 545% Mar 2025
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LaSalle St. Investment Advisors 79k $3.9M 100% Mar 2025
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Trail Ridge Investment Advisors 75k $3.8M -8% Mar 2025
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Belpointe Asset Management 74k $3.7M 100% Mar 2025
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Obsido Oy 67k $3.4M 100% Mar 2025
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Rockbridge Investment Management, LCC 65k $3.2M -4% Dec 2024
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Goldman Sachs Group 60k $3.0M 0% Mar 2025
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Fonville Wealth Management 53k $2.7M 13% Mar 2025
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Siligmueller & Norvid Wealth Advisors 53k $2.6M 100% Mar 2025
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Jones Financial Companies, L.L 53k $2.6M 70% Mar 2025
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Wealth Enhancement Advisory Services 51k $2.6M 6% Mar 2025
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Buckingham Strategic Partners 50k $2.5M 46% Mar 2025
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Turn8 Private Wealth 46k $2.3M 2% Mar 2025
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Brian McDonald 43k $2.2M 0% Mar 2025
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Stratos Wealth Partners 42k $2.1M -20% Mar 2025
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Laurel Wealth Advisors 41k $2.1M -5% Mar 2025
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Mariner Wealth Advisors 40k $2.0M 21% Mar 2025
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Assetmark 39k $2.0M -44% Dec 2024
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TD Waterhouse Canada 39k $2.0M 12% Mar 2025
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Northwestern Mutual Wealth Management Company 39k $2.0M 7% Dec 2024
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Argent Advisors 39k $2.0M 21% Mar 2025
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Vista Investment Management 39k $1.9M 4% Dec 2024
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Montis Financial 38k $1.9M -18% Mar 2025
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American Money Management 38k $1.9M -5% Dec 2024
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Ameritas Advisory Services 38k $1.9M -14% Mar 2025
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RMB Capital Management 38k $1.9M 0% Mar 2025
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International Assets Investment Management 37k $1.9M -14% Mar 2025
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Cosner Financial Group 35k $1.7M 0% Mar 2025
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Ofc Financial Planning 34k $1.7M -36% Mar 2025
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Sugar Maple Asset Management 32k $1.6M 2% Mar 2025
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Bank Of Montreal 31k $1.5M 15% Dec 2024
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NDWM 29k $1.5M 57% Mar 2025
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Private Wealth Group 29k $1.5M 0% Mar 2025
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Life Planning Partners 28k $1.4M -3% Mar 2025
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Branch Banking & Trust Company 28k $1.4M -4% Mar 2025
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London & Capital Asset Management 27k $1.3M 0% Dec 2024
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IPG Investment Advisors 27k $1.3M -2% Mar 2025
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Berkshire Asset Management 26k $1.3M -4% Mar 2025
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Biondo Investment Advisors 26k $1.3M 2% Dec 2024
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City Center Advisors 26k $1.3M 6% Mar 2025
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Old Mission Capital 25k $1.3M 100% Dec 2024
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Wescott Financial Advisory Group 24k $1.2M -6% Dec 2024
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Garden State Investment Advisory Services 24k $1.2M 3% Mar 2025
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Kelly Financial Group 24k $1.2M -31% Mar 2025
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Central Pacific Bank - Trust Division 24k $1.2M 0% Mar 2025
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Sigma Planning 23k $1.2M 18% Mar 2025
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Cedar Point Capital Partners 23k $1.1M 0% Mar 2025
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PrairieView Partners 22k $1.1M -24% Mar 2025
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Clune & Associates 22k $1.1M 0% Mar 2025
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Orion Portfolio Solutions 21k $1.1M -19% Dec 2024
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Envestnet Portfolio Solutions 21k $1.1M 31% Mar 2025
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Janney Montgomery Scott 21k $1.0M 25% Mar 2025
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Rehmann Capital Advisory 21k $1.0M 7% Mar 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20k $1.0M 0% Mar 2025
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FC Advisory 20k $981k 0% Mar 2025
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JGP Wealth Management 19k $971k 7% Mar 2025
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Bank Julius Baer & Co. Ltd, Zurich 19k $1.1M -2% Mar 2025
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Stokes Family Office 18k $901k 0% Mar 2025
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IFP Advisors 18k $895k 100% Mar 2025
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Fortis Capital Management 17k $871k 0% Mar 2025
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Mmbg Investment Advisors 17k $853k 0% Mar 2025
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Atomi Financial Group 17k $839k 32% Mar 2025
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CI Private Wealth 17k $835k -49% Mar 2025
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Eqis Capital Management 17k $822k -11% Dec 2024
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Mutual Advisors 17k $828k -7% Mar 2025
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Private Wealth Management Group 16k $804k 13% Mar 2025
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Catalytic Wealth RIA 16k $801k 98% Mar 2025
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4J Wealth Management 14k $725k 0% Mar 2025
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Insigneo Advisory Services 14k $703k 100% Mar 2025
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Probity Advisors 14k $691k -44% Mar 2025
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Advisory Alpha 13k $656k 0% Mar 2025
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Meitav Dash Investments 13k $627k -9% Mar 2025
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CIBC World Markets 12k $610k 18% Mar 2025
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Arkadios Wealth Advisors 12k $606k -2% Mar 2025
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Seed Wealth Management 12k $606k -2% Mar 2025
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Summa Corp. 12k $603k 0% Mar 2025
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Oppenheimer & Co 12k $602k -16% Mar 2025
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Wolff Financial Management 12k $589k -1% Mar 2025
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Rialto Wealth Management 12k $584k -1% Mar 2025
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Disciplined Investments 11k $565k -3% Mar 2025
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Cambridge Investment Research Advisors 11k $541k -30% Mar 2025
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Integrated Wealth Concepts 11k $534k -9% Dec 2024
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Hoxton Planning & Management 11k $538k -2% Mar 2025
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Springbok Capital Management 10k $522k 100% Mar 2025
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National Asset Management 10k $497k 5% Dec 2024
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Susquehanna International 5.7k $285k -98% Dec 2024
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Kestra Advisory Services 5.4k $271k -64% Dec 2024
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Macquarie Group 4.1k $207k -98% Mar 2025
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Cary Street Partner Investment Advisory 740.00 $37k -98% Dec 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
Williams Financial Dec 2024 396k $20M
Pitcairn Company Sep 2024 70k $3.5M
Wealthfront Advisers Dec 2024 66k $261k
Beaird Harris Wealth Management Dec 2024 21k $1.1M
State of Wisconsin Investment Board Dec 2024 21k $1.0M
Strategic Advocates Dec 2024 18k $900k
Pathstone Holdings Dec 2024 16k $788k
Thrivent Financial for Lutherans Dec 2024 16k $784k