Funds holding iShares 0-5 Year Investment Gr
ISIN US46434V1008 · United States · LEI 549300DQ0XBNCH5EKW50
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 11.6M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Bramshill Income Performance Fund Advisor Managed Portfolios | 130,872 | 6.6M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| BHILL Fund Advisor Managed Portfolios | 100,000 | 5M $ | 6.96 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| BHILL Fund Advisor Managed Portfolios | 6.96 % | as of Jun 30, 2026 ↗ |
| Bramshill Income Performance Fund Advisor Managed Portfolios | 0.61 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 2 | -1 | 230,872 | -26.7 % |
| 2026Q2 | 3 | +1 | 314,929 | +52.4 % |
| 2026Q1 | 2 | -1 | 206,676 | -28.6 % |
| 2025Q4 | 3 | 0 | 289,663 | -2.0 % |
| 2025Q3 | 3 | +1 | 295,703 | +121.0 % |
| 2025Q2 | 2 | +1 | 133,808 | +314.1 % |
| 2025Q1 | 1 | 0 | 32,315 | -50.6 % |
| 2024Q4 | 1 | 0 | 65,376 | +70.2 % |
| 2024Q3 | 1 | 0 | 38,411 | +113.0 % |
| 2024Q2 | 1 | -2 | 18,032 | -50.8 % |
| 2024Q1 | 3 | -4 | 36,644 | -97.5 % |
| 2023Q4 | 7 | 1,463,707 |
Institutional managers
243 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 2,377,262 | 120M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 2,077,168 | 104.9M $ | as of Mar 31, 2026 |
| LJI Wealth Management, LLC | 1,367,626 | 69.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,158,628 | 58.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,107,443 | 55.9M $ | as of Mar 31, 2026 |
| MAI Capital Management | 1,083,687 | 54.7M $ | as of Mar 31, 2026 |
| World Investment Advisors | 1,032,454 | 52.1M $ | as of Mar 31, 2026 |
| Bramshill Investments, LLC | 997,002 | 50.3M $ | as of Mar 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | 970,988 | 49M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 828,129 | 41.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 787,808 | 39.8M $ | as of Mar 31, 2026 |
| Crews Bank & Trust | 759,580 | 38.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 727,957 | 36.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 595,893 | 30.1M $ | as of Mar 31, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 529,983 | 26.8M $ | as of Mar 31, 2026 |
| Wiser Wealth Management, Inc | 491,388 | 24.8M $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 469,587 | 23.7M $ | as of Mar 31, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 458,289 | 23.1M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 396,979 | 20M $ | as of Mar 31, 2026 |
| CAMDEN NATIONAL BANK | 379,909 | 19.2M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 360,566 | 17.8M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 359,323 | 18.1M $ | as of Mar 31, 2026 |
| Colonial Trust Advisors | 313,171 | 15.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 296,574 | 15M $ | as of Mar 31, 2026 |
| Global Wealth Management Investment Advisory, Inc. | 264,985 | 13.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares 0-5 Year Investment Gr". https://titelia.com/en/stocks/ishares-0-5-year-investment-gr-US46434V1008