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 *?
Owner Type	Number of Shares	Ownership Percentage
Institutions	27,022,125	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	2,326,508	Mex$0	5.47%	0.01%
0%	UBS Asset Management AG	1,092,837	Mex$0	-10.4%	no data
0%	Lji Wealth Management, Llc, Asset Management Arm	1,074,587	Mex$0	20.6%	11.17%
0%	Raymond James Financial Inc., Asset Management Arm	1,064,274	Mex$0	1,040%	0.02%
0%	Union Investment Management Group	1,049,110	Mex$0	3.59%	1.77%
0%	LPL Financial Corporation, Asset Management Arm	1,016,824	Mex$0	30.7%	0.02%
0%	World Investment Advisors, LLC	837,032	Mex$0	4.05%	1.19%
0%	Allspring Global Investments, LLC	835,389	Mex$0	30.2%	0.06%
0%	Columbia Management Investment Advisers, LLC	807,784	Mex$0	-55.9%	0.01%
0%	MAI Capital Management, LLC	802,146	Mex$0	0%	0.31%
0%	Greenup Street Wealth Management LLC	631,455	Mex$0	88.9%	6.5%
0%	Crews Bank & Trust, Asset management arm	630,908	Mex$0	0%	5.5%
0%	Merrill Lynch & Co. Inc., Banking Investments	527,817	Mex$0	0.42%	0.01%
0%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	502,913	Mex$0	-0.76%	0.01%
0%	Vam Group, Inc.	455,861	Mex$0	3,610%	7.75%
0%	Operadora Valmex de Sociedades de Inversion, S.A. de C.V.	433,908	Mex$0	0%	1.19%
0%	Creative Financial Designs Inc, Asset Management Arm	409,438	Mex$0	7.55%	1.72%
0%	Williams Financial, LLC	395,613	Mex$0	3.1%	12.54%
0%	Colonial Trust Advisors, Inc.	381,491	Mex$0	4.74%	1.1%
0%	Wiser Wealth Management, Inc.	371,727	Mex$0	4.22%	5.41%
0%	Bramshill Investments, LLC	359,967	Mex$0	11.3%	2.82%
0%	Royal Bank of Canada, Banking & Securities Investments	312,011	Mex$0	12.9%	0.01%
0%	Acadia Trust, National Association	284,961	Mex$0	4.48%	2.14%
0%	Pacific Investment Management Company LLC	284,583	Mex$0	-34.3%	0.04%
0%	Southern Style Financial, Inc.	279,382	Mex$0	0%	11.62%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/02 05:56
End of Day Share Price	2025/03/25 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.