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 |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
332,361
shares
|
$16.8 Million
2.42% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
286,165
shares
|
$14.5 Million
1.14% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
283,918
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 48.48%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
280,316
shares
|
$14.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
238,092
shares
|
$12.1 Million
2.09% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
229,207
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
221,451
shares
|
$11.2 Million
0.84% of portfolio
|
Q3 2025
Reduced 35.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
219,127
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
211,300
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
202,514
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
199,890
shares
|
$10.1 Million
2.84% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
197,934
shares
|
$10 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
181,691
shares
|
$9.2 Million
1.01% of portfolio
|
Q3 2025
Added 27.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
179,788
shares
|
$9.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
175,172
shares
|
$8.87 Million
1.22% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
172,169
shares
|
$8.72 Million
5.12% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
167,740
shares
|
$8.5 Million
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
163,667
shares
|
$8.29 Million
0.05% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
162,347
shares
|
$8.22 Million
2.16% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
156,148
shares
|
$7.91 Million
6.86% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
152,749
shares
|
$7.74 Million
2.79% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
145,125
shares
|
$7.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
143,654
shares
|
$7.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
140,741
shares
|
$7.13 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
137,824
shares
|
$6.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|