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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
133,932
shares
|
$6.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
131,316
shares
|
$6.56 Million
0.04% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
129,749
shares
|
$6.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
129,161
shares
|
$6.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
123,036
shares
|
$6.14 Million
0.02% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
116,347
shares
|
$5.81 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
115,788
shares
|
$5.78 Million
4.99% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.57 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
109,740
shares
|
$5.48 Million
1.67% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,905
shares
|
$5.29 Million
0.03% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
105,415
shares
|
$5.26 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
103,290
shares
|
$5.16 Million
0.08% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
98,031
shares
|
$4.9 Million
0.45% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
97,301
shares
|
$4.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
93,568
shares
|
$4.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
82,303
shares
|
$4.11 Million
1.99% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
82,126
shares
|
$4.1 Million
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
81,282
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
81,035
shares
|
$4.05 Million
2.79% of portfolio
|
Q4 2024
Added 62.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
80,821
shares
|
$4.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
79,810
shares
|
$3.99 Million
0.09% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
78,333
shares
|
$3.91 Million
0.45% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
68,043
shares
|
$3.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 32.99%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
65,549
shares
|
$3.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|