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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
39,296
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.43%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
38,251
shares
|
$1.94 Million
0.6% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
37,762
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
37,578
shares
|
$1.9 Million
0.71% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
35,987
shares
|
$1.82 Million
1.42% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
34,858
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
34,744
shares
|
$1.76 Million
0.95% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
32,800
shares
|
$1.66 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
32,478
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
32,045
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 48.77%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
31,270
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
30,759
shares
|
$1.56 Million
1.06% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
29,897
shares
|
$1.51 Million
1.24% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
28,549
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
28,449
shares
|
$1.44 Million
0.94% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
28,291
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 63.23%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
26,478
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
26,240
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
25,809
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 445.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,354
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
25,163
shares
|
$1.27 Million
0.28% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
24,910
shares
|
$1.26 Million
1.23% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
23,454
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
22,452
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|