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 267 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 |
|---|---|---|---|---|---|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
22,395
shares
|
$1.13 Million
0.58% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
22,379
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,321
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
21,911
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
21,908
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,259
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
21,083
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
20,994
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
19,896
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 35.6%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
19,832
shares
|
$1 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
19,723
shares
|
$999,167
0.3% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$948,203
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
17,914
shares
|
$907,523
0.09% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
17,891
shares
|
$906,358
0.25% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
17,682
shares
|
$895,770
0.13% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
17,267
shares
|
$874,746
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
17,267
shares
|
$874,746
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$861,574
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
16,964
shares
|
$859,396
0.08% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
15,795
shares
|
$800,174
0.11% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
15,209
shares
|
$770,487
0.02% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
14,800
shares
|
$749,768
0.33% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,784
shares
|
$748,957
0.05% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,101
shares
|
$714,356
0.58% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
13,399
shares
|
$678,793
0.18% of portfolio
|
Q3 2025
Reduced 17.76%
|
|