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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
6,907
shares
|
$344,935
0.25% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
6,827
shares
|
$340,940
0.32% of portfolio
|
Q1 2023
Added 36.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,710
shares
|
$335,097
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,616
shares
|
$330,403
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
6,542
shares
|
$326,707
0.0% of portfolio
|
Q2 2023
Reduced 21.58%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
6,250
shares
|
$312,125
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
6,210
shares
|
$310,127
0.05% of portfolio
|
Q4 2024
Reduced 37.87%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,044
shares
|
$301,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,992
shares
|
$299,240
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,972
shares
|
$298,241
0.06% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,942
shares
|
$296,743
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$288,303
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,726
shares
|
$285,956
0.0% of portfolio
|
Q4 2024
Reduced 97.73%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,700
shares
|
$284,658
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,449
shares
|
$272,123
0.0% of portfolio
|
Q4 2024
Reduced 63.82%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,421
shares
|
$270,724
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,384
shares
|
$268,876
0.09% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
5,318
shares
|
$265,580
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,270
shares
|
$263,183
0.03% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,918
shares
|
$245,604
0.0% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,900
shares
|
$244,706
0.0% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,894
shares
|
$244,406
0.1% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,879
shares
|
$243,657
0.0% of portfolio
|
Q4 2024
Reduced 63.65%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
4,859
shares
|
$242,658
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
4,854
shares
|
$242,408
0.13% of portfolio
|
Q4 2024
Reduced 12.29%
|