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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
10,933
shares
|
$546,868
0.22% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,293
shares
|
$514,855
0.0% of portfolio
|
Q4 2024
Added 35.81%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
9,785
shares
|
$489,445
0.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,527
shares
|
$476,540
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
9,281
shares
|
$464,235
0.01% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,374
shares
|
$418,867
0.05% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,069
shares
|
$403,611
0.01% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
8,067
shares
|
$403,511
0.07% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
7,884
shares
|
$394,357
0.01% of portfolio
|
Q2 2024
Reduced 27.36%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,835
shares
|
$391,906
0.17% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
7,715
shares
|
$385,904
0.07% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,438
shares
|
$372,048
0.01% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,268
shares
|
$363,545
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
7,183
shares
|
$359,293
0.12% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
6,907
shares
|
$345,488
0.25% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
6,827
shares
|
$341,486
0.32% of portfolio
|
Q1 2023
Added 36.54%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,616
shares
|
$330,932
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
6,542
shares
|
$327,230
0.0% of portfolio
|
Q2 2023
Reduced 21.58%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
6,250
shares
|
$312,625
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
6,210
shares
|
$310,624
0.05% of portfolio
|
Q4 2024
Reduced 37.87%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
6,142
shares
|
$307,222
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,992
shares
|
$299,719
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,972
shares
|
$298,719
0.06% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
5,878
shares
|
$294,017
0.04% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,831
shares
|
$291,666
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|