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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
31,206
shares
|
$1.56 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
31,037
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 2922.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
30,573
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
29,347
shares
|
$1.47 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
29,211
shares
|
$1.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 57.11%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
29,142
shares
|
$1.46 Million
1.35% of portfolio
|
Q4 2024
Reduced 97.99%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,054
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
28,242
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
27,475
shares
|
$1.37 Million
0.31% of portfolio
|
Q4 2024
Reduced 66.29%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
27,142
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
26,900
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
25,730
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,321
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
24,363
shares
|
$1.22 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
24,171
shares
|
$1.21 Million
1.35% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
23,517
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
23,489
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
22,741
shares
|
$1.14 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.13 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
22,515
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
21,964
shares
|
$1.1 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
21,411
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
21,132
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
20,680
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
20,345
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Added 391.66%
|