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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,630
shares
|
$630,742
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,377
shares
|
$618,107
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$615,510
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,270
shares
|
$612,763
0.04% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
12,260
shares
|
$612,264
0.49% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
12,000
shares
|
$599,280
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
11,886
shares
|
$593,586
0.16% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
11,722
shares
|
$585,396
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
11,588
shares
|
$578,704
0.29% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
10,933
shares
|
$545,994
0.22% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,741
shares
|
$536,405
0.01% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,293
shares
|
$514,032
0.0% of portfolio
|
Q4 2024
Added 35.81%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
9,785
shares
|
$488,662
0.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,527
shares
|
$475,778
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,468
shares
|
$472,831
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,474
shares
|
$423,191
0.0% of portfolio
|
Q4 2024
Added 55.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,039
shares
|
$401,467
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
8,038
shares
|
$401,417
0.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
7,990
shares
|
$399,020
0.07% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
7,884
shares
|
$393,726
0.01% of portfolio
|
Q2 2024
Reduced 27.36%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,835
shares
|
$391,279
0.17% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
7,577
shares
|
$378,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
7,183
shares
|
$358,719
0.12% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,128
shares
|
$355,972
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
6,931
shares
|
$346,134
0.05% of portfolio
|
Q4 2024
Added 17.91%
|