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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
277,273
shares
|
$13.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
261,420
shares
|
$13.1 Million
2.7% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
255,700
shares
|
$12.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
234,084
shares
|
$11.7 Million
0.19% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
232,124
shares
|
$11.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
231,712
shares
|
$11.6 Million
1.03% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
228,742
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
218,753
shares
|
$10.9 Million
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
218,609
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
204,180
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
200,634
shares
|
$10 Million
1.05% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
199,707
shares
|
$9.97 Million
2.69% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
197,135
shares
|
$9.84 Million
0.29% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
187,782
shares
|
$9.38 Million
0.0% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
187,109
shares
|
$9.34 Million
0.02% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
172,169
shares
|
$8.6 Million
5.12% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
171,958
shares
|
$8.59 Million
0.01% of portfolio
|
Q2 2024
Added 287.93%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
158,227
shares
|
$7.9 Million
1.07% of portfolio
|
Q4 2024
Reduced 50.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
153,247
shares
|
$7.65 Million
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
149,779
shares
|
$7.48 Million
1.12% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
147,227
shares
|
$7.35 Million
0.26% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
142,517
shares
|
$7.12 Million
3.22% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
141,815
shares
|
$7.08 Million
1.97% of portfolio
|
Q4 2024
Added 106.68%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
137,531
shares
|
$6.87 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
134,622
shares
|
$6.72 Million
0.79% of portfolio
|
Q4 2024
Added 44.08%
|