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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
64,581
shares
|
$3.23 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
59,795
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
59,533
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
53,571
shares
|
$2.68 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
52,954
shares
|
$2.64 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,909
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
46,901
shares
|
$2.34 Million
0.77% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
46,565
shares
|
$2.33 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
43,737
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2024
Added 26.63%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
43,155
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
43,060
shares
|
$2.15 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
42,848
shares
|
$2.14 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40,709
shares
|
$2.03 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
39,436
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
39,368
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
38,692
shares
|
$1.93 Million
0.77% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
37,912
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
37,894
shares
|
$1.89 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
35,079
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
34,797
shares
|
$1.74 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
34,666
shares
|
$1.73 Million
1.09% of portfolio
|
Q2 2024
Reduced 18.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
34,374
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,750
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
32,665
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 80.68%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
32,223
shares
|
$1.61 Million
0.61% of portfolio
|
Q4 2024
Reduced 12.07%
|