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 |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
19,436
shares
|
$968,690
0.33% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$932,855
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
18,685
shares
|
$931,260
0.78% of portfolio
|
Q4 2024
Reduced 35.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
18,639
shares
|
$928,967
0.08% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
18,087
shares
|
$901,456
0.3% of portfolio
|
Q4 2024
Added 18.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,079
shares
|
$901,057
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,984
shares
|
$896,322
0.12% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
17,917
shares
|
$892,983
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,720
shares
|
$883,164
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
17,212
shares
|
$857,846
0.18% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$847,628
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,964
shares
|
$845,485
0.09% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,722
shares
|
$833,424
0.0% of portfolio
|
Q4 2024
Added 106.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
16,471
shares
|
$820,914
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,387
shares
|
$766,888
0.0% of portfolio
|
Q3 2024
Reduced 58.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,060
shares
|
$750,590
0.0% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,418
shares
|
$718,593
0.68% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
14,286
shares
|
$712,014
0.01% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
14,116
shares
|
$703,541
0.27% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
13,745
shares
|
$685,050
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,117
shares
|
$653,751
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,044
shares
|
$650,112
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,788
shares
|
$637,353
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,630
shares
|
$629,479
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,479
shares
|
$621,953
0.0% of portfolio
|
Q3 2024
Reduced 60.4%
|