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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,836
shares
|
$241,509
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
4,697
shares
|
$234,568
0.01% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,619
shares
|
$230,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,527
shares
|
$226,078
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,505
shares
|
$224,979
0.03% of portfolio
|
Q4 2024
Reduced 46.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,480
shares
|
$223,731
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,401
shares
|
$219,785
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,390
shares
|
$219,236
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$215,191
0.01% of portfolio
|
Q3 2022
Reduced 20.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,199
shares
|
$209,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,146
shares
|
$207,051
0.01% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,107
shares
|
$205,103
0.0% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,012
shares
|
$200,359
0.0% of portfolio
|
Q4 2024
Added 46.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$189,072
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,354
shares
|
$167,498
0.02% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,150
shares
|
$157,311
0.06% of portfolio
|
Q1 2023
Reduced 46.97%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,058
shares
|
$152,716
0.04% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,810
shares
|
$140,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,687
shares
|
$134,188
0.0% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,100
shares
|
$104,874
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,960
shares
|
$97,882
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,428
shares
|
$71,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,398
shares
|
$69,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,315
shares
|
$65,671
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$64,922
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|