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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 2.5M $121M -15% Sep 2023
 View chart
Ameriprise Financial 1.9M $89M 16% Sep 2023
 View chart
UBS Group 1.1M $55M 4% Dec 2023
 View chart
Macquarie Group 1.0M $50M -1% Sep 2023
 View chart
Farmers & Merchants Investment 1.0M $50M -2% Dec 2023
 View chart
Advocacy Wealth Management Services 1.0M $50M -54% Dec 2023
 View chart
Bank of America Corporation 851k $42M -10% Dec 2023
 View chart
LPL Financial 836k $40M -13% Sep 2023
 View chart
LJI Wealth Management 729k $35M 3% Sep 2023
 View chart
Pensionmark Financial Group 690k $34M -8% Dec 2023
 View chart
Raymond James Financial Services Advisors 634k $31M -9% Dec 2023
 View chart
Royal Bank of Canada 605k $30M -2% Dec 2023
 View chart
Tiaa Trust, National Association 536k $26M 50% Dec 2023
 View chart
Allianz Asset Management 434k $21M 2% Dec 2023
 View chart
HighTower Advisors 359k $18M -12% Dec 2023
 View chart
River Wealth Advisors 355k $17M -3% Sep 2023
 View chart
Advisor Group Holdings 349k $17M -6% Dec 2023
 View chart
Probity Advisors 346k $17M -42% Dec 2023
 View chart
Creative Financial Designs 316k $16M 1% Dec 2023
 View chart
Wiser Wealth Management 315k $16M 8% Dec 2023
 View chart
Envestnet Asset Management 306k $15M 4% Sep 2023
 View chart
Allspring Global Investments Holdings 304k $15M 0% Dec 2023
 View chart
Partners Capital Investment Group 283k $14M -3% Dec 2023
 View chart
Greenup Street Wealth Management 271k $13M 9% Dec 2023
 View chart
Curi Wealth Management 246k $12M -3% Dec 2023
 View chart
Camden National Bank 242k $12M -2% Dec 2023
 View chart
AE Wealth Management 232k $11M -52% Dec 2023
 View chart
Global Wealth Management Investment Advisory 230k $11M 3% Dec 2023
 View chart
Thrivent Financial for Lutherans 203k $9.7M 12% Sep 2023
 View chart
Jane Street 201k $9.9M 69% Dec 2023
 View chart
Wells Fargo & Company 200k $9.8M 48% Dec 2023
 View chart
Bramshill Investments 179k $8.6M -2% Sep 2023
 View chart
Colonial Asset Management 176k $8.5M 23% Sep 2023
 View chart
Commonwealth Equity Services 159k $7.8M -6% Dec 2023
 View chart
Meiji Yasuda Life Insurance Company 156k $7.5M 0% Sep 2023
 View chart
Mml Investors Services 155k $7.5M 7% Sep 2023
 View chart
Financial Engines Advisors L.L.C 154k $7.4M -2% Sep 2023
 View chart
Stifel Financial 143k $7.0M -5% Dec 2023
 View chart
Integral Investment Advisors 139k $6.8M 4% Dec 2023
 View chart
Scotia Capital 137k $6.7M 68% Dec 2023
 View chart
Financiere des Professionnels - Fonds d,investissement 135k $6.6M 0% Dec 2023
 View chart
Main Management 127k $6.2M 100% Dec 2023
 View chart
Harel Insurance Investments & Financial Services 124k $6.1M 100% Dec 2023
 View chart
Charter Oak Capital Management 124k $6.1M -13% Dec 2023
 View chart
Coombe, Bender & Co 123k $6.1M 62% Dec 2023
 View chart
Rosenberg Matthew Hamilton 118k $5.8M -1% Dec 2023
 View chart
Baird Financial 117k $5.8M -13% Dec 2023
 View chart
Financial Network Investment Corporation 114k $5.5M 0% Sep 2023
 View chart
H D Vest Advisory Services 113k $5.5M 10% Dec 2023
 View chart
Strategic Financial 112k $5.5M 13% Dec 2023
 View chart
Summit Financial 108k $5.3M 1% Dec 2023
 View chart
Susquehanna International 103k $5.0M -20% Sep 2023
 View chart
DecisionPoint Financial 103k $5.1M -1% Dec 2023
 View chart
Cetera Investment Advisers 100k $4.8M 0% Sep 2023
 View chart
Colonial Trust Co / SC 99k $4.7M 10% Sep 2023
 View chart
Atria Wealth Solutions 97k $4.8M 1% Dec 2023
 View chart
Raymond James & Associates 88k $4.3M -5% Dec 2023
 View chart
Fairview Capital Investment Management 87k $4.2M 5% Sep 2023
 View chart
Rockbridge Investment Management, LCC 80k $3.9M 100% Dec 2023
 View chart
PrairieView Partners 77k $3.8M 41% Dec 2023
 View chart
Sierra Capital 76k $3.8M 5% Dec 2023
 View chart
Lido Advisors 73k $3.6M -2% Dec 2023
 View chart
IPG Investment Advisors 72k $3.6M -30% Dec 2023
 View chart
Renaissance Technologies 68k $3.2M 100% Sep 2023
 View chart
Dynamic Advisors Solutions 67k $3.3M -34% Dec 2023
 View chart
Goldman Sachs Group 64k $3.2M -3% Dec 2023
 View chart
Principal Securities 64k $3.1M 100% Dec 2023
 View chart
Proequities 64k $3.1B -11% Dec 2023
 View chart
Atria Investments 64k $3.1M 1% Dec 2023
 View chart
Ifrah Financial Services 62k $3.0M 0% Dec 2023
 View chart
Orion Portfolio Solutions 56k $2.8M 407% Dec 2023
 View chart
Actinver Wealth Management 56k $2.8M 55% Dec 2023
 View chart
Citadel Advisors 55k $2.7M 22% Dec 2023
 View chart
Mariner Wealth Advisors 54k $2.7M -98% Dec 2023
 View chart
Stratos Wealth Partners 54k $2.6M 22% Dec 2023
 View chart
Dodds Wealth 54k $2.6M 100% Dec 2023
 View chart
Kestra Advisory Services 51k $2.5M -4% Dec 2023
 View chart
Bank Of Montreal 51k $2.5M -2% Dec 2023
 View chart
Jpmorgan Chase & Co 50k $2.4M 20% Dec 2023
 View chart
FinTrust Capital Advisors 45k $2.2M 28% Sep 2023
 View chart
American Money Management 45k $2.2M -6% Sep 2023
 View chart
Laurel Wealth Advisors 45k $2.1M 30% Sep 2023
 View chart
International Assets Investment Management 44k $2.2M 100% Dec 2023
 View chart
Cary Street Partner Investment Advisory 43k $2.1M -6% Dec 2023
 View chart
Cosner Financial Group 43k $2.1M -5% Dec 2023
 View chart
Vista Investment Management 42k $2.1M -1% Dec 2023
 View chart
CI Private Wealth 42k $2.0M 1% Dec 2023
 View chart
Miracle Mile Advisors 39k $1.9M -13% Dec 2023
 View chart
TD Waterhouse Canada 38k $2.0M -10% Dec 2023
 View chart
Acorn Financial Advisory Services 38k $1.9M -2% Dec 2023
 View chart
Fonville Wealth Management 37k $1.8M 100% Dec 2023
 View chart
Shufro Rose & Co 37k $1.8M -3% Dec 2023
 View chart
Trail Ridge Investment Advisors 36k $1.8M 6% Dec 2023
 View chart
NDWM 35k $1.7M 100% Dec 2023
 View chart
Argent Advisors 35k $1.7M -6% Dec 2023
 View chart
Northwestern Mutual Wealth Management Company 33k $1.6M 18% Sep 2023
 View chart
Life Planning Partners 31k $1.5M 100% Dec 2023
 View chart
Wescott Financial Advisory Group 30k $1.5M -11% Sep 2023
 View chart
Old Mission Capital 30k $1.4M -52% Sep 2023
 View chart
Private Wealth Group 29k $1.4M 0% Dec 2023
 View chart
Atomi Financial Group 29k $1.4M 100% Dec 2023
 View chart
Eqis Capital Management 29k $1.4M -1% Sep 2023
 View chart
Processus Wealth & Capital Management 28k $1.4M 100% Dec 2023
 View chart
Branch Banking & Trust Company 27k $1.3M 3% Dec 2023
 View chart
Assetmark 27k $1.3M -4% Dec 2023
 View chart
Kovitz Investment Group Partners 27k $1.3M -2% Dec 2023
 View chart
Crestline Management 26k $1.3M 0% Dec 2023
 View chart
Comprehensive Wealth Management 26k $1.3M -2% Dec 2023
 View chart
Oppenheimer & Co 25k $1.2M -13% Sep 2023
 View chart
Biondo Investment Advisors 24k $1.2M -1% Dec 2023
 View chart
Bank Julius Baer & Co. Ltd, Zurich 24k $1.2M -1% Dec 2023
 View chart
Laffer Investments 23k $1.1M 25% Dec 2023
 View chart
DB Wealth Management Group 23k $1.1M -4% Dec 2023
 View chart
Cambridge Investment Research Advisors 22k $1.1M -21% Dec 2023
 View chart
Wealth Enhancement Advisory Services 22k $1.1M 3% Dec 2023
 View chart
Heritage Wealth Management 21k $1.0M 100% Dec 2023
 View chart
State of Wisconsin Investment Board 21k $1.0M 0% Dec 2023
 View chart
Disciplined Investments 21k $1.0M 16% Dec 2023
 View chart
NorthRock Partners 20k $1.0M 122% Dec 2023
 View chart
Rehmann Capital Advisory 20k $968k -8% Sep 2023
 View chart
4J Wealth Management 20k $976k -21% Dec 2023
 View chart
Private Wealth Management Group 20k $964k 100% Dec 2023
 View chart
Ameritas Advisory Services 20k $959k -35% Dec 2023
 View chart
Garden State Investment Advisory Services 19k $910k -11% Sep 2023
 View chart
Stokes Family Office 18k $902k -18% Dec 2023
 View chart
Mutual Advisors 18k $901k 4% Dec 2023
 View chart
Cedar Point Capital Partners 17k $852k 100% Dec 2023
 View chart
Strategic Advocates 17k $844k 100% Dec 2023
 View chart
Mmbg Investment Advisors 17k $835k 0% Dec 2023
 View chart
Wolff Financial Management 15k $755k -35% Dec 2023
 View chart
Envestnet Portfolio Solutions 15k $746k 100% Dec 2023
 View chart
Advisory Alpha 15k $715k 100% Dec 2023
 View chart
Divergent Wealth Advisors 14k $672k 0% Dec 2023
 View chart
Brian McDonald 14k $652k 100% Sep 2023
 View chart
Foundations Investment Advisors 14k $666k -2% Dec 2023
 View chart
Meitav Dash Investments 13k $652k -13% Dec 2023
 View chart
Simplify Asset Management 12k $598k -72% Dec 2023
 View chart
Propel Bio Management 12k $598k 100% Dec 2023
 View chart
Summa Corp. 12k $590k 100% Dec 2023
 View chart
Goss Wealth Management 12k $570k -59% Sep 2023
 View chart
National Asset Management 12k $573k -7% Dec 2023
 View chart
Nbc Securities 11k $538k -47% Dec 2023
 View chart
Tortoise Investment Management 11k $535k -8% Dec 2023
 View chart
Babson Capital Management 11k $534k 0% Dec 2023
 View chart
True Link Financial Advisors 11k $532k -6% Dec 2023
 View chart
Private Advisor 11k $521k 10% Dec 2023
 View chart
Regal Investment Advisors 11k $508k -1% Sep 2023
 View chart
Spire Wealth Management 10k $499k -34% Dec 2023
 View chart
TPG Financial Advisors 10k $492k -3% Dec 2023
 View chart
Mercer Global Advisors 10k $490k 83% Dec 2023
 View chart
Hoxton Planning & Management 9.0k $445k -44% Dec 2023
 View chart
BlackRock 7.4k $355k -70% Sep 2023
 View chart
United Capital Financial Advisers 6.8k $335k -46% Dec 2023
 View chart

Who sold out of Ishares Tr 0-5yr invt gr cp?

Fund or Company Name Date Sold Shares Held Valued At
Buffington Mohr McNeal Sep 2023 92k $4.4M
Great Lakes Retirement Sep 2023 54k $2.6M
NewEdge Wealth Sep 2023 22k $1.1M
Hrt Financial Sep 2023 18k $870k
Beacon Financial Advisory Sep 2023 12k $562k