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 266 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,948
shares
|
$98,685
0.0% of portfolio
|
Q3 2025
Reduced 67.26%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,618
shares
|
$81,967
0.01% of portfolio
|
Q3 2025
Added 109.86%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,570
shares
|
$79,536
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,508
shares
|
$76,395
0.0% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,300
shares
|
$65,858
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,272
shares
|
$64,439
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,193
shares
|
$60,437
0.0% of portfolio
|
Q3 2025
Reduced 97.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,100
shares
|
$55,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,090
shares
|
$55,219
0.01% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
915
shares
|
$46,353
0.04% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
818
shares
|
$41,439
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
632
shares
|
$32,017
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
531
shares
|
$26,900
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$25,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
457
shares
|
$23,151
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
418
shares
|
$21,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
403
shares
|
$20,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
375
shares
|
$18,997
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
354
shares
|
$17,933
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
272
shares
|
$13,779
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
269
shares
|
$13,627
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
224
shares
|
$11,347
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
192
shares
|
$9,726
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
148
shares
|
$7,497
0.0% of portfolio
|
Q1 2025
Reduced 89.41%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$5,066
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|