iShares Trust - iShares 0-5 Year Investment Grade Bond ETF Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SLQD CL?
Owner Type	Number of Shares	Ownership Percentage
Institutions	24,697,042	100%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	Morgan Stanley, Investment Banking and Brokerage Investments	2,217,368	CL$0	-19.2%	0.01%
0%	Columbia Management Investment Advisers, LLC	1,728,384	CL$0	2.09%	0.02%
0%	UBS Asset Management AG	1,192,926	CL$0	-4.58%	0.01%
0%	Union Investment Management Group	1,000,099	CL$0	-1.08%	1.68%
0%	Raymond James Financial Services Advisors, Inc.	937,587	CL$0	5.27%	0.06%
0%	Lji Wealth Management, Llc, Asset Management Arm	839,649	CL$0	8.58%	9.05%
0%	World Investment Advisors LLC	788,655	CL$0	73.2%	2.46%
0%	LPL Financial Corporation, Asset Management Arm	781,531	CL$0	-1.61%	0.02%
0%	Allspring Global Investments, LLC	741,563	CL$0	0%	0.05%
0%	Merrill Lynch & Co. Inc., Banking Investments	616,808	CL$0	11.7%	0.01%
0%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	504,976	CL$0	2.2%	0.01%
0%	Operadora Valmex de Sociedades de Inversion, S.A. de C.V.	433,908	CL$0	0%	1.18%
0%	Pacific Investment Management Company LLC	406,233	CL$0	4.56%	0.09%
0%	Williams Financial, LLC	374,730	CL$0	-0.12%	12.14%
0%	Creative Financial Designs Inc, Asset Management Arm	356,909	CL$0	4.46%	1.54%
0%	Wiser Wealth Management, Inc.	352,800	CL$0	6.88%	5.31%
0%	River Wealth Advisors LLC	332,838	CL$0	-1.51%	2.32%
0%	Colonial Trust Advisors, Inc.	332,636	CL$0	7.55%	1.0%
0%	Greenup Street Wealth Management LLC	303,956	CL$0	-2.22%	3.49%
0%	Bramshill Investments, LLC	290,029	CL$0	14.7%	1.55%
0%	Royal Bank of Canada, Banking & Securities Investments	276,096	CL$0	-3.11%	0.01%
0%	Cetera Investment Advisers LLC	273,540	CL$0	2.76%	0.03%
0%	Professionals' Financial - Mutual Funds Inc.	270,000	CL$0	100%	0.78%
0%	Acadia Trust, National Association	251,601	CL$0	3.89%	1.84%
0%	Global Wealth Management Investment Advisory, Inc.	240,364	CL$0	1.3%	2.73%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/08/31 20:10
End of Day Share Price	2024/06/03 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.