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 |
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,505
shares
|
$227,097
0.03% of portfolio
|
Q4 2024
Reduced 46.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,480
shares
|
$225,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,401
shares
|
$221,854
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,390
shares
|
$221,299
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,381
shares
|
$220,846
0.12% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$217,216
0.01% of portfolio
|
Q3 2022
Reduced 20.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,199
shares
|
$211,671
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,107
shares
|
$207,033
0.0% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$190,852
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,425
shares
|
$172,654
0.01% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,354
shares
|
$169,075
0.02% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,261
shares
|
$164,387
0.01% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,150
shares
|
$158,791
0.06% of portfolio
|
Q1 2023
Reduced 46.97%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,058
shares
|
$154,153
0.04% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
3,005
shares
|
$151,482
0.02% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,735
shares
|
$137,871
0.0% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,687
shares
|
$135,451
0.0% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,629
shares
|
$132,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
2,100
shares
|
$105,861
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,019
shares
|
$101,777
0.0% of portfolio
|
Q1 2025
Added 1067.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,003
shares
|
$100,971
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,633
shares
|
$82,319
0.0% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,529
shares
|
$77,076
0.0% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,315
shares
|
$66,289
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,300
shares
|
$65,532
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|