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 267 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
135,360
shares
|
$6.86 Million
1.23% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
133,497
shares
|
$6.76 Million
0.03% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
125,496
shares
|
$6.36 Million
0.03% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
121,037
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
117,930
shares
|
$5.97 Million
3.5% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
115,798
shares
|
$5.87 Million
0.72% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.65 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
109,148
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
108,557
shares
|
$5.5 Million
0.03% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
108,207
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
103,258
shares
|
$5.23 Million
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
103,160
shares
|
$5.23 Million
0.02% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
102,816
shares
|
$5.21 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
100,026
shares
|
$5.07 Million
0.08% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
99,276
shares
|
$5.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
98,579
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
97,860
shares
|
$4.96 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
97,050
shares
|
$4.92 Million
1.18% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
93,409
shares
|
$4.73 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
91,571
shares
|
$4.64 Million
0.06% of portfolio
|
Q3 2025
Added 92.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
89,796
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2025
Added 37.0%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
85,690
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
82,270
shares
|
$4.17 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
81,379
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Added 13.63%
|
|