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 250 institutions that hold shares in the stock, with a total of 28.5 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,205,937
shares
|
$110 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,833,533
shares
|
$91.7 Million
0.02% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
1,449,518
shares
|
$72.5 Million
0.53% of portfolio
|
Q4 2024
Added 4828.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,219,793
shares
|
$61 Million
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,074,587
shares
|
$53.8 Million
10.53% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,049,110
shares
|
$52.5 Million
1.66% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,893
shares
|
$48.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
835,389
shares
|
$41.8 Million
0.07% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
804,475
shares
|
$40.2 Million
1.31% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
778,012
shares
|
$38.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
717,864
shares
|
$35.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
631,455
shares
|
$31.6 Million
6.25% of portfolio
|
Q4 2024
Added 88.87%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
630,908
shares
|
$31.6 Million
5.29% of portfolio
|
Q4 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
507,393
shares
|
$25.4 Million
0.04% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
506,779
shares
|
$25.3 Million
0.08% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
489,054
shares
|
$24.5 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
475,257
shares
|
$23.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
395,613
shares
|
$19.8 Million
12.25% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
380,695
shares
|
$19 Million
1.66% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
371,727
shares
|
$18.6 Million
5.22% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
323,551
shares
|
$16.2 Million
1.8% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
320,476
shares
|
$16 Million
2.18% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
289,358
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2024
Added 40.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
281,301
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
279,382
shares
|
$14 Million
11.25% of portfolio
|
Q4 2024
New holding
|