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 258 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
133,358
shares
|
$6.72 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
131,316
shares
|
$6.62 Million
0.04% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
125,669
shares
|
$6.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
123,036
shares
|
$6.2 Million
0.02% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
121,774
shares
|
$6.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
116,347
shares
|
$5.87 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.62 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
105,164
shares
|
$5.3 Million
1.54% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
104,210
shares
|
$5.25 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
103,290
shares
|
$5.21 Million
0.08% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
102,550
shares
|
$5.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
98,345
shares
|
$4.96 Million
3.3% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
97,301
shares
|
$4.9 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
|
$4.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
90,061
shares
|
$4.54 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
82,126
shares
|
$4.14 Million
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
81,282
shares
|
$4.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
80,821
shares
|
$4.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
79,810
shares
|
$4.02 Million
0.09% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
78,548
shares
|
$3.96 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
78,333
shares
|
$3.95 Million
0.45% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
77,542
shares
|
$3.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.24%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
75,374
shares
|
$3.8 Million
2.01% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
64,581
shares
|
$3.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.7%
|