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 2.4M $120M 1% Mar 2026
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Allspring Global Investments Holdings 2.1M $105M 0% Mar 2026
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LJI Wealth Management 1.6M $82M 20% Jun 2026
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UBS Group 1.2M $59M 3% Mar 2026
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LPL Financial 1.1M $56M -4% Mar 2026
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MAI Wealth Advisors 1.1M $55M 5% Mar 2026
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Pensionmark Financial Group 1.0M $52M 4% Mar 2026
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Bramshill Investments 997k $50M 0% Mar 2026
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Farmers & Merchants Investment 982k $50M 1% Jun 2026
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Ameriprise Financial 828k $42M 2% Mar 2026
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Crews Bank & Trust 789k $40M 4% Jun 2026
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Royal Bank of Canada 788k $40M 100% Mar 2026
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Raymond James Financial 728k $37M 7% Mar 2026
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Bank of America Corporation 596k $30M 100% Mar 2026
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GFS Advisors 575k $8.3M 100% Mar 2026
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Voisard Asset Management Group 530k $27M -38% Mar 2026
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Wiser Wealth Management 491k $25M 6% Mar 2026
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Goss Wealth Management 487k $25M 2% Mar 2026
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Creative Financial Designs 449k $23M -4% Jun 2026
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Vestmark Advisory Solutions 397k $20M 5% Mar 2026
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Camden National Bank 394k $20M 4% Jun 2026
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CI Private Wealth 361k $18M -13% Mar 2026
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Allianz Asset Management 359k $18M 0% Mar 2026
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Colonial Asset Management 313k $16M 7% Mar 2026
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Cetera Investment Advisers 297k $15M 1% Mar 2026
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Global Wealth Management Investment Advisory 275k $14M 4% Jun 2026
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Waterloo Capital 256k $13M 6% Jun 2026
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Stifel Financial 256k $13M 12% Mar 2026
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Integral Investment Advisors 251k $13M 9% Jun 2026
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Wells Fargo & Company 235k $12M 3% Mar 2026
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Financiere des Professionnels - Fonds d,investissement 217k $11M -50% Mar 2026
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Envestnet Asset Management 216k $11M 14% Mar 2026
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Northwestern Mutual Wealth Management Company 201k $10M 16% Mar 2026
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HighTower Advisors 195k $9.8M -3% Mar 2026
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Colonial Trust Co / SC 193k $9.7M 7% Mar 2026
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Tiaa-cref Individual & Institutional Services 180k $9.1M 100% Mar 2026
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Sierra Capital 161k $8.1M -12% Mar 2026
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LaSalle St. Investment Advisors 160k $8.1M 2% Mar 2026
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NDWM 150k $7.6M 17% Jun 2026
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Actinver Wealth Management 147k $7.4M -1% Mar 2026
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Commonwealth Equity Services 145k $7.3M -24% Jun 2026
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Saiph Capital 144k $7.2M -4% Jun 2026
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Summit Financial 135k $6.8M -2% Mar 2026
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Ifrah Financial Services 134k $6.8M 1% Jun 2026
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Scotia Capital 130k $6.6M -4% Mar 2026
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Federation des caisses Desjardins du Quebec 129k $6.5M 0% Mar 2026
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Financial Engines Advisors L.L.C 124k $6.2M -8% Mar 2026
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Mml Investors Services 122k $6.2M -18% Mar 2026
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Private Advisor 120k $6.0M 6% Mar 2026
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BlackRock 113k $5.7M 3311% Mar 2026
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Loomis, Sayles and 113k $5.7M -34% Mar 2026
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Principal Securities 108k $5.4M 1% Mar 2026
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Warren Averett Asset Management 107k $5.4M 3% Mar 2026
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Harel Insurance Investments & Financial Services 107k $5.4M 4% Jun 2026
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Lido Advisors 104k $5.2M 1% Mar 2026
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Sanctuary Advisors 104k $5.2M 19% Mar 2026
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River Wealth Advisors 103k $5.2M -5% Mar 2026
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JT Stratford 101k $5.1M 1% Mar 2026
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Quantinno Capital Management 101k $5.1M 7% Mar 2026
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DecisionPoint Financial 96k $4.9M 3% Mar 2026
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Tiaa Trust, National Association 84k $4.2M -70% Mar 2026
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Rosenberg Matthew Hamilton 84k $4.2M -6% Jun 2026
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Belpointe Asset Management 81k $4.1M 5% Jun 2026
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Fairview Capital Investment Management 81k $4.1M 0% Mar 2026
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Trail Ridge Investment Advisors 80k $4.0M -1% Mar 2026
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Townsend Financial Planning 72k $3.6M 100% Mar 2026
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Advisor Group Holdings 70k $3.5M -20% Mar 2026
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Jane Street 69k $3.5M 810% Mar 2026
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Sugar Maple Asset Management 62k $3.1M 10% Jun 2026
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Rockbridge Investment Management, LCC 60k $3.0M -1% Mar 2026
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Turn8 Private Wealth 60k $3.0M 28% Mar 2026
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Kestra Advisory Services 60k $3.0M 885% Jun 2026
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IFP Advisors 60k $3.0M 8% Mar 2026
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JGP Wealth Management 59k $3.0M -3% Jun 2026
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TD Waterhouse Canada 58k $2.9M 7% Mar 2026
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Cambridge Investment Research Advisors 57k $2.9M 5% Jun 2026
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Goldman Sachs Group 57k $2.9M -8% Mar 2026
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Jones Financial Companies, L.L 57k $2.9M -5% Mar 2026
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Kathmere Capital Management 57k $2.9M -43% Jun 2026
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Fonville Wealth Management 55k $2.8M -1% Jun 2026
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Obsido Oy 55k $2.8M -1% Mar 2026
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Citadel Advisors 53k $2.7M 100% Mar 2026
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Life Planning Partners 50k $2.5M 5% Mar 2026
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Portus Wealth Advisors 50k $2.5M 10% Mar 2026
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Mariner Wealth Advisors 45k $2.3M -7% Mar 2026
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Topor & Co. Korea 43k $2.1M 0% Jun 2026
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American Wealth Advisors 42k $2.1M 0% Mar 2026
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Argent Advisors 42k $2.1M 0% Mar 2026
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Bank Of Montreal 41k $2.1M 100% Mar 2026
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Vista Investment Management 41k $2.1M -5% Mar 2026
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Laurel Wealth Advisors 41k $2.0M 5% Jun 2026
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Charter Oak Capital Management 40k $2.0M -31% Mar 2026
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Bank Julius Baer & Co. Ltd, Zurich 39k $2.0M 21% Mar 2026
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Intl Fcstone 38k $1.9M 49% Mar 2026
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Biondo Investment Advisors 35k $1.8M 7% Mar 2026
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Cosner Financial Group 33k $1.6M 0% Mar 2026
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RMB Capital Management 33k $1.6M 0% Mar 2026
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IPG Investment Advisors 32k $1.6M 57% Mar 2026
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Capital Financial Group 32k $1.6M 100% Mar 2026
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Ofc Financial Planning 32k $1.6M 0% Mar 2026
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Janney Montgomery Scott 31k $1.6M 25% Mar 2026
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Sigma Planning 30k $1.5M 3% Mar 2026
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Equitable Holdings 30k $1.5M 22% Mar 2026
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Stratos Wealth Partners 29k $1.5M -7% Mar 2026
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London & Capital Asset Management 27k $1.4M 0% Mar 2026
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American Money Management 26k $1.3M 0% Mar 2026
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Cary Street Partners Financial 26k $1.3M 1% Jun 2026
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Baird Financial 26k $1.3M -5% Mar 2026
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Fifth Third Bancorp 25k $1.3M 100% Mar 2026
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Garden State Investment Advisory Services 24k $1.2M 0% Mar 2026
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Savant Capital Management 24k $1.2M -7% Mar 2026
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International Assets Investment Management 24k $1.2M -1% Mar 2026
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Integrated Wealth Concepts 23k $1.2M 6% Mar 2026
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Wescott Financial Advisory Group 23k $1.1M 1% Mar 2026
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Arkadios Wealth Advisors 22k $1.1M 20% Mar 2026
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City Center Advisors 22k $1.1M 5% Jun 2026
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Assetmark 21k $1.1M -81% Jun 2026
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Private Wealth Management Group 21k $1.1M 7% Mar 2026
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Mutual Advisors 21k $1.0M -4% Mar 2026
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Sentinus 20k $997k -1% Mar 2026
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FC Advisory 20k $987k 1% Jun 2026
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Rehmann Capital Advisory 19k $935k -11% Mar 2026
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GeoWealth Management 18k $912k 12% Jun 2026
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Fortis Capital Management 17k $869k -3% Mar 2026
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Private Wealth Group 17k $857k -24% Jun 2026
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Advisors Capital Management 17k $859k 51% Mar 2026
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Mmbg Investment Advisors 17k $857k 0% Mar 2026
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Seeds Investor 17k $839k 100% Mar 2026
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Stokes Family Office 17k $836k 0% Mar 2026
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Greenup Street Wealth Management 15k $769k -97% Jun 2026
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Vise Technologies 15k $753k 0% Mar 2026
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Summa Corp. 15k $747k 0% Mar 2026
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Insigneo Advisory Services 14k $727k 0% Mar 2026
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Clune & Associates 14k $691k -35% Jun 2026
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4J Wealth Management 14k $690k 0% Mar 2026
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CIBC World Markets 13k $678k 1% Mar 2026
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Advisory Alpha 13k $659k 0% Mar 2026
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Babson Capital Management 13k $657k -29% Mar 2026
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Probity Advisors 13k $628k -1% Jun 2026
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Atomi Financial Group 12k $624k 0% Mar 2026
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Cedar Point Capital Partners 12k $605k 4% Jun 2026
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Kelly Financial Group 12k $597k -3% Mar 2026
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Pitcairn Wealth Advisors 12k $592k 100% Mar 2026
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Montis Financial 12k $590k -28% Mar 2026
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Rialto Wealth Management 12k $580k -1% Mar 2026
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Parsons Capital Management 11k $577k 100% Jun 2026
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Parallel Advisors 11k $574k 14% Mar 2026
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Buckhead Capital Management 11k $546k 13% Mar 2026
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Investment Advisory Group 11k $539k 7% Mar 2026
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Wolff Financial Management 11k $530k -5% Jun 2026
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PFG Advisors 7.3k $367k -96% Jun 2026
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Susquehanna International 5.5k $277k -56% Mar 2026
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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
Wealth Enhancement Advisory Services Dec 2025 87k $4.4M
Buckingham Strategic Partners Dec 2025 54k $2.7M
Renaissance Technologies Dec 2025 32k $1.6M
Elevation Capital Advisory Mar 2026 20k $1.0M
Citizens Financial Group Dec 2025 14k $696k
Envestnet Portfolio Solutions Dec 2025 13k $655k
Prospera Financial Services Dec 2025 12k $613k