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 253 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
139,749
shares
|
$6.97 Million
0.0% of portfolio
|
Q3 2024
Added 203.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
137,494
shares
|
$6.85 Million
0.27% of portfolio
|
Q3 2024
Added 51.92%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
134,622
shares
|
$6.71 Million
0.79% of portfolio
|
Q4 2024
Added 44.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
132,631
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
129,749
shares
|
$6.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
121,511
shares
|
$6.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
115,788
shares
|
$5.77 Million
4.99% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
113,401
shares
|
$5.65 Million
0.02% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.56 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
109,740
shares
|
$5.47 Million
1.67% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,905
shares
|
$5.28 Million
0.03% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
105,415
shares
|
$5.25 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
103,578
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
98,031
shares
|
$4.89 Million
0.45% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
95,178
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
95,032
shares
|
$4.74 Million
0.09% of portfolio
|
Q3 2024
Reduced 42.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
82,303
shares
|
$4.1 Million
1.99% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
81,926
shares
|
$4.08 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
81,513
shares
|
$4.06 Million
0.9% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
81,035
shares
|
$4.04 Million
2.79% of portfolio
|
Q4 2024
Added 62.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
80,821
shares
|
$4.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
79,810
shares
|
$3.98 Million
0.09% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
78,333
shares
|
$3.9 Million
0.45% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,601
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.33%
|