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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
13,274
shares
|
$672,460
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
13,044
shares
|
$660,809
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,943
shares
|
$655,692
0.0% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
12,656
shares
|
$641,152
0.11% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,522
shares
|
$634,364
0.01% of portfolio
|
Q3 2025
Reduced 72.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
12,361
shares
|
$626,208
0.02% of portfolio
|
Q3 2025
Reduced 24.88%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$624,384
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
11,933
shares
|
$604,525
0.14% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
11,680
shares
|
$591,708
0.05% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
11,601
shares
|
$587,706
0.16% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
10,951
shares
|
$554,777
0.36% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
10,085
shares
|
$510,906
0.35% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
9,976
shares
|
$505,384
0.14% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,945
shares
|
$503,813
0.01% of portfolio
|
Q3 2025
Added 114.56%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
9,295
shares
|
$470,884
0.18% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,781
shares
|
$444,845
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,371
shares
|
$424,074
0.05% of portfolio
|
Q3 2025
Added 56.41%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
8,090
shares
|
$409,839
0.07% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,084
shares
|
$409,535
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,065
shares
|
$408,572
0.04% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
7,914
shares
|
$400,923
0.17% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,800
shares
|
$395,148
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,466
shares
|
$378,227
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
7,268
shares
|
$368,196
0.12% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,168
shares
|
$363,130
0.01% of portfolio
|
Q2 2025
Added 8.34%
|
|