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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
7,115
shares
|
$360,445
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,052
shares
|
$357,254
0.0% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,980
shares
|
$353,606
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
6,907
shares
|
$349,908
0.24% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
6,756
shares
|
$342,258
0.0% of portfolio
|
Q3 2025
Reduced 24.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,582
shares
|
$333,444
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
6,552
shares
|
$331,924
0.25% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,320
shares
|
$320,171
0.0% of portfolio
|
Q1 2025
Reduced 70.48%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
6,250
shares
|
$316,625
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,127
shares
|
$310,393
0.01% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$292,460
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,747
shares
|
$291,143
0.01% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,746
shares
|
$291,092
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
5,700
shares
|
$288,762
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,678
shares
|
$287,647
0.0% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,666
shares
|
$287,039
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
5,573
shares
|
$282,328
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,511
shares
|
$279,187
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,379
shares
|
$272,500
0.04% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,201
shares
|
$263,482
0.0% of portfolio
|
Q3 2025
Reduced 55.93%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,167
shares
|
$261,760
0.04% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
5,060
shares
|
$256,339
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
5,055
shares
|
$256,086
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,019
shares
|
$254,262
0.0% of portfolio
|
Q2 2025
Added 148.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,895
shares
|
$247,980
0.01% of portfolio
|
Q2 2025
Reduced 97.62%
|
|