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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
500
shares
|
$25,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
354
shares
|
$17,707
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
339
shares
|
$16,956
0.01% of portfolio
|
Q3 2022
Reduced 14.18%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
296
shares
|
$14,805
0.0% of portfolio
|
Q2 2024
Reduced 33.93%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$10,004
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
192
shares
|
$9,603
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
187
shares
|
$9,353
0.0% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
175
shares
|
$8,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
173
shares
|
$8,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
102
shares
|
$5,102
0.0% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
100
shares
|
$5,002
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
92
shares
|
$4,601
0.0% of portfolio
|
Q2 2024
Reduced 82.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
88
shares
|
$4,401
0.0% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
85
shares
|
$4,251
0.0% of portfolio
|
Q4 2023
Reduced 45.16%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
84
shares
|
$4,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
75
shares
|
$3,751
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
62
shares
|
$3,101
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
61
shares
|
$3,051
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
56
shares
|
$2,801
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
43
shares
|
$2,150
0.0% of portfolio
|
Q2 2024
Reduced 44.87%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
23
shares
|
$1,150
0.0% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2023
Reduced 99.5%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|