Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / 0-5YR INVT GR CP
-
Total 13F shares
-
155,019
-
Share change
-
+12,741
-
Total reported value
-
$7,664,061
-
Price per share
-
$49.20
-
Number of holders
-
4
-
Value change
-
+$626,853
-
Number of buys
-
2
Institutional Holders of ISHARES TR - 0-5YR INVT GR CP (SLQD) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - 0-5YR INVT GR CP (SLQD) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
155,019 shares.
The largest 10 holders included
MORGAN STANLEY, AMERIPRISE FINANCIAL INC, UBS Group AG, FARMERS & MERCHANTS INVESTMENTS INC, Advocacy Wealth Management Services, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, LJI Wealth Management, LLC, Pensionmark Financial Group, LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
246
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.