Who owns Ishares Tr trs flt rt bd?

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Analyze quarterly positions in Ishares Tr trs flt rt bd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr trs flt rt bd stock

Who bought or sold Ishares Tr trs flt rt bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 9.2M $466M -8% Dec 2023
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UBS Group 4.4M $221M 2% Dec 2023
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Advisor Group Holdings 4.0M $201M -32% Dec 2023
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Envestnet Portfolio Solutions 3.8M $191M 100% Dec 2023
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Jpmorgan Chase & Co 3.3M $169M 4% Dec 2023
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Janney Montgomery Scott 3.2M $162M -4% Dec 2023
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Oxbow Advisors 2.0M $101M 17% Dec 2023
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Raymond James Financial Services Advisors 1.9M $95M -22% Dec 2023
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Cambridge Investment Research Advisors 1.5M $77M -12% Dec 2023
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BIP Wealth 1.5M $74M 11% Dec 2023
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Branch Banking & Trust Company 1.4M $72M -3% Dec 2023
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Mercer Global Advisors 1.4M $71M 1052% Dec 2023
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Commonwealth Equity Services 1.4M $71M 13% Dec 2023
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Madison Asset Management 1.4M $70M -25% Dec 2023
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United Capital Financial Advisers 1.3M $67M 946% Dec 2023
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Mariner Wealth Advisors 1.3M $65M 10% Dec 2023
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Arbor Investment Advisors 1.3M $63M 16% Dec 2023
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Royal Bank of Canada 1.3M $63M 10% Dec 2023
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Raymond James & Associates 1.2M $62M -9% Dec 2023
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Bank of New York Mellon 1.2M $59M 2% Dec 2023
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WestEnd Advisors 1.2M $59M -2% Dec 2023
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Acute Investment Advisory 1.1M $56M 3% Dec 2023
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Sontag Advisory 1.1M $55M -8% Dec 2023
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Gareth Morgan Investments Limited Partnership 1.0M $53M 0% Dec 2023
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Assetmark 1.0M $51M -2% Dec 2023
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Capital Asset Advisory Services 976k $49M 4% Mar 2024
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Stifel Financial 973k $49M 12% Dec 2023
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Badgley Phelps Wealth Managers 962k $49M 49% Dec 2023
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Axxcess Wealth Management 953k $48M 49% Dec 2023
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Advocacy Wealth Management Services 939k $48M -23% Mar 2024
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Rinkey Investments 867k $44M 13% Dec 2023
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Wells Fargo & Company 856k $43M -5% Dec 2023
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Wayne Hummer Investments 834k $42M 47% Dec 2023
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AE Wealth Management 757k $38M -47% Dec 2023
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Northwest Quadrant Wealth Management 747k $38M 1% Mar 2024
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Goldman Sachs Group 713k $36M 33% Dec 2023
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Financial Gravity Wealth 693k $224k 0% Dec 2023
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Landaas & Co 688k $35M 32% Dec 2023
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Private Advisor 667k $34M 70% Dec 2023
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Atria Wealth Solutions 667k $34M 0% Dec 2023
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Golub Group 594k $30M 100% Dec 2023
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Wealthsource Partners 533k $27M -17% Dec 2023
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JB Capital 527k $27M -5% Dec 2023
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HighTower Advisors 495k $25M 18% Dec 2023
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Grant/GrossMendelsohn 473k $24M -18% Dec 2023
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SPC Financial 467k $24M -67% Dec 2023
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Beacon Financial 467k $24M 100% Dec 2023
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Atria Investments 438k $22M 1% Dec 2023
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Kiely Wealth Advisory Group 436k $22M 100% Dec 2023
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Stash Investments 436k $22M 100% Dec 2023
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Ifrah Financial Services 435k $22M 0% Dec 2023
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Facet Wealth 426k $22M 51% Dec 2023
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Orion Portfolio Solutions 410k $21M 29% Dec 2023
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Victory Capital Management 409k $21M -1% Dec 2023
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WJ Wealth Management 406k $21M -2% Dec 2023
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Divergent Wealth Advisors 399k $20M -5% Dec 2023
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Moulton Wealth Management 391k $20M 2% Dec 2023
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Us Bancorp 355k $18M -2% Dec 2023
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Portfolio Design Labs 325k $16M 100% Dec 2023
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Horst & Graben Wealth Management 296k $15M 7% Dec 2023
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Spire Wealth Management 295k $15M 22% Dec 2023
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H D Vest Advisory Services 293k $15M 13% Dec 2023
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Centurion Wealth Management 282k $14M 21% Dec 2023
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Perigon Wealth Management 281k $14M 6% Dec 2023
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MV Capital Management 271k $14M -25% Dec 2023
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Weaver Consulting Group 254k $13M 4% Dec 2023
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Arden Trust 241k $12M -42% Mar 2024
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High Falls Advisors 240k $12M -2% Dec 2023
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Foundations Investment Advisors 239k $12M -33% Dec 2023
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Sharkey, Howes & Javer 238k $12M -1% Dec 2023
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Proequities 231k $12B -10% Dec 2023
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Jane Street 228k $12M 281% Dec 2023
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Founders Financial Securities 222k $11M 75% Dec 2023
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WESCAP Management 217k $11M 110% Dec 2023
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St. Louis Financial Planners Asset Management 214k $11M 9% Mar 2024
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Legacy Wealth Asset Management 212k $11M 74% Dec 2023
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Ronald Blue Trust 208k $11M 100% Dec 2023
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Element Wealth 205k $10M -24% Dec 2023
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Icon Wealth Advisors 198k $10M 100% Dec 2023
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Vertex Planning Partners 194k $9.8M 12% Dec 2023
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Castle Rock Wealth Management 179k $9.0M -16% Dec 2023
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CWM 174k $8.8M -95% Mar 2024
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Silver Oak Securities 168k $8.5M 16% Dec 2023
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Steel Peak Wealth Management 167k $8.4M -21% Dec 2023
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Brookstone Capital Management 166k $8.4M -31% Mar 2024
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Bank Of Montreal 165k $8.4M -52% Dec 2023
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Stokes Family Office 162k $8.2M -6% Dec 2023
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Retirement Planning Group 158k $8.0M 81% Mar 2024
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Lunt Capital Management 157k $7.9M -2% Dec 2023
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Stone House Investment Management 147k $7.4M -65% Dec 2023
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Cypress Capital 147k $7.4M 2% Dec 2023
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Pennsylvania Capital Management 146k $7.3M -53% Dec 2023
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Vishria Bird Financial Group 144k $7.3M -1% Dec 2023
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TSA Wealth Managment 141k $7.1M 100% Dec 2023
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Creative Planning 140k $7.1M 10% Dec 2023
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Betterment 140k $7.1M 1% Dec 2023
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Almanack Investment Partners 139k $7.0M 7% Dec 2023
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Baird Financial 136k $6.9M 0% Dec 2023
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BCJ Capital Management 133k $6.7M -1% Dec 2023
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Beacon Pointe Advisors 133k $6.7M -1% Dec 2023
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TNF 130k $6.6M 5% Dec 2023
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Bnp Paribas Arbitrage, Snc 129k $6.5M 100% Dec 2023
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Farther Finance Advisors 128k $6.4M 34% Dec 2023
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Ark & Tlk Investments 126k $6.4M 100% Dec 2023
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Strategic Blueprint 122k $6.1M 100% Dec 2023
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Magnolia Capital Advisors 121k $6.1M -63% Dec 2023
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Van Hulzen Asset Management 119k $6.0M 0% Dec 2023
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National Bank Of Canada /fi/ 119k $6.0M 40% Dec 2023
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Kestra Advisory Services 118k $6.0M 26% Dec 2023
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IronBridge Private Wealth 118k $6.0M -45% Dec 2023
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National Asset Management 114k $5.8M -21% Dec 2023
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Millennium Management 113k $5.7M 383% Dec 2023
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Summit X 112k $5.7M 11% Dec 2023
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Robinson Smith Wealth Advisors 112k $5.6M 100% Dec 2023
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Aquire Wealth Advisors 111k $5.6M -3% Dec 2023
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Keystone Financial Services 110k $5.5M -6% Dec 2023
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Mutual Advisors 109k $5.5M 22% Dec 2023
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Invst 107k $5.4M -10% Dec 2023
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Bay Harbor Wealth Management 107k $5.4M 1% Dec 2023
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Global Retirement Partners 106k $5.4M 87% Dec 2023
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MKT Advisors 105k $5.3M 162% Mar 2024
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Bp Wealth Management 103k $5.2M -36% Dec 2023
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Sovereign Investment Advisors 101k $5.1M 2% Dec 2023
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PAX Financial Group 101k $5.1M -33% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 101k $5.1M 14% Dec 2023
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Ffg Retirement Advisors 100k $5.1M -11% Dec 2023
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Scarborough Advisors 100k $5.0M 450% Dec 2023
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Steward Partners Investment Advisory 98k $5.0M -43% Dec 2023
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Capital Wealth Alliance 98k $4.9M 42% Dec 2023
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Montecito Bank & Trust 98k $5.0M 1% Mar 2024
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Hanson McClain Advisors 97k $4.9M -11% Dec 2023
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Focus Financial Network 95k $4.8M 100% Dec 2023
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Disciplined Investments 94k $4.8M 11% Mar 2024
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Day & Ennis 93k $4.7M 21% Dec 2023
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Cobblestone Asset Management 93k $4.7M -2% Dec 2023
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Main Management 92k $4.6M 24% Dec 2023
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Dynamic Advisors Solutions 91k $4.6M 15% Mar 2024
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HPM Partners 90k $4.6M -89% Dec 2023
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WESPAC Advisors 89k $4.5M 161% Dec 2023
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New Capital Management 88k $4.5M -7% Mar 2024
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West Wealth Group 87k $4.4M 0% Dec 2023
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PFG Advisors 87k $4.4M 209% Dec 2023
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Flow Traders US 86k $4.4M 100% Dec 2023
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SigFig Wealth Management 86k $4.3M -3% Dec 2023
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James Investment Research 86k $4.3M -3% Dec 2023
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Spectrum Wealth Counsel 86k $4.3M 100% Dec 2023
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Fortress Wealth Group 85k $4.3M -43% Dec 2023
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RFG Advisory 81k $4.1M -41% Mar 2024
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Elmwood Wealth Management 81k $4.1M -46% Dec 2023
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Main Management Fund Advisors 77k $3.9M -64% Dec 2023
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Strategic Financial Concepts 72k $3.6M -12% Dec 2023
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American Planning Services 71k $3.6M -83% Dec 2023
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Vigilare Wealth Management 69k $3.5M -50% Dec 2023
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Wealth Enhancement Advisory Services 67k $3.4M -16% Mar 2024
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Advisory Services Network 66k $3.3M -21% Dec 2023
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Merit Financial Group 60k $3.0M -34% Dec 2023
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Fortune 45 59k $3.0M -30% Dec 2023
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Park Avenue Securities 56k $2.8M -97% Mar 2024
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Harbour Investments 42k $2.1M -52% Dec 2023
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GaveKal Capital 35k $1.8M -66% Dec 2023
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Robertson Stephens Wealth Management 31k $1.5M -70% Dec 2023
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IFP Advisors 21k $1.0M -94% Dec 2023
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Wealthquest 19k $967k -97% Dec 2023
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Journey Advisory Group 11k $561k -96% Dec 2023
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Austin Private Wealth 7.9k $400k -96% Mar 2024
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Retirement Capital Strategies 7.9k $398k -95% Dec 2023
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Who sold out of Ishares Tr trs flt rt bd?

Fund or Company Name Date Sold Shares Held Valued At
Smart Money Group Sep 2023 202k $10M
One Wealth Advisors Sep 2023 152k $7.7M
Security Financial Services Dec 2023 151k $7.6M
Williams Financial Dec 2023 123k $6.2M
ONE Advisory Partners Dec 2023 118k $5.9M
PFS Partners Dec 2023 111k $5.6M