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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$288,765
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,700
shares
|
$285,114
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,449
shares
|
$272,558
0.0% of portfolio
|
Q3 2024
Reduced 55.07%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,421
shares
|
$271,158
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
5,402
shares
|
$270,208
0.02% of portfolio
|
Q3 2024
Reduced 51.53%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,384
shares
|
$269,307
0.09% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
5,318
shares
|
$266,006
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,120
shares
|
$256,102
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
5,104
shares
|
$255,302
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,918
shares
|
$245,998
0.0% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,894
shares
|
$244,797
0.1% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,879
shares
|
$244,047
0.0% of portfolio
|
Q4 2024
Reduced 63.65%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
4,859
shares
|
$243,047
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
4,854
shares
|
$242,797
0.13% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,836
shares
|
$241,896
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
4,697
shares
|
$234,943
0.01% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,527
shares
|
$226,440
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,419
shares
|
$221,038
0.0% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,390
shares
|
$219,587
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$215,536
0.01% of portfolio
|
Q3 2022
Reduced 20.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,199
shares
|
$210,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
4,138
shares
|
$206,982
0.03% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
4,113
shares
|
$205,732
0.08% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$189,375
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$176,120
0.01% of portfolio
|
Q3 2024
Reduced 16.88%
|