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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
68,043
shares
|
$3.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 32.99%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
67,063
shares
|
$3.35 Million
0.44% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
66,194
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
59,533
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
53,571
shares
|
$2.68 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,909
shares
|
$2.65 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
46,901
shares
|
$2.35 Million
0.77% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
43,737
shares
|
$2.19 Million
0.08% of portfolio
|
Q4 2024
Added 26.63%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
43,060
shares
|
$2.15 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
42,848
shares
|
$2.14 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
42,585
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40,709
shares
|
$2.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,722
shares
|
$1.99 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
38,098
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
37,358
shares
|
$1.87 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
36,851
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
36,648
shares
|
$1.83 Million
0.69% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
36,606
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
35,056
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,688
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
34,666
shares
|
$1.73 Million
1.09% of portfolio
|
Q2 2024
Reduced 18.51%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
32,154
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,333
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
31,206
shares
|
$1.56 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
29,347
shares
|
$1.47 Million
0.73% of portfolio
|
Q4 2022
New holding
|