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 258 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
7,397
shares
|
$372,882
0.12% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,128
shares
|
$359,322
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
6,907
shares
|
$348,181
0.27% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,710
shares
|
$338,251
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,616
shares
|
$333,512
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
6,552
shares
|
$330,286
0.28% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,531
shares
|
$329,227
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,266
shares
|
$315,869
0.14% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
6,250
shares
|
$315,062
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,044
shares
|
$304,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,942
shares
|
$299,536
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$291,016
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
5,760
shares
|
$290,361
0.04% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,726
shares
|
$288,647
0.0% of portfolio
|
Q4 2024
Reduced 97.73%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
5,700
shares
|
$287,337
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,647
shares
|
$284,665
0.02% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,602
shares
|
$282,396
0.06% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,449
shares
|
$274,684
0.0% of portfolio
|
Q4 2024
Reduced 63.82%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,336
shares
|
$268,987
0.09% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,039
shares
|
$254,015
0.0% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,900
shares
|
$247,008
0.0% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
4,859
shares
|
$244,942
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,836
shares
|
$243,782
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,623
shares
|
$233,045
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,619
shares
|
$232,843
0.0% of portfolio
|
Q4 2024
New holding
|