Institutional Ownership Ishares 0 5 Year Investment Gr (SLQD)
This table provides information about the institutional ownership of Ishares 0 5 Year Investment Gr (SLQD). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,181
shares
|
$58,979
0.0% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
1,180
shares
|
$58,929
0.05% of portfolio
|
Q4 2024
Reduced 54.44%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,145
shares
|
$57,181
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,090
shares
|
$54,434
0.0% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
818
shares
|
$40,850
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
740
shares
|
$36,955
0.02% of portfolio
|
Q4 2024
Reduced 97.64%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
632
shares
|
$31,562
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
575
shares
|
$28,715
0.0% of portfolio
|
Q1 2024
Added 228.57%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
500
shares
|
$24,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
418
shares
|
$20,874
0.0% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
354
shares
|
$17,678
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
339
shares
|
$16,929
0.01% of portfolio
|
Q3 2022
Reduced 14.18%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
296
shares
|
$14,782
0.0% of portfolio
|
Q2 2024
Reduced 33.93%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
269
shares
|
$13,433
0.0% of portfolio
|
Q4 2024
Reduced 78.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$9,988
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
192
shares
|
$9,588
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
187
shares
|
$9,338
0.0% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
175
shares
|
$8,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
173
shares
|
$8,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
102
shares
|
$5,093
0.0% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
100
shares
|
$4,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
92
shares
|
$4,594
0.0% of portfolio
|
Q2 2024
Reduced 82.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
85
shares
|
$4,244
0.0% of portfolio
|
Q4 2023
Reduced 45.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
75
shares
|
$3,745
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
62
shares
|
$3,096
0.01% of portfolio
|
Q3 2024
New holding
|