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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,836
shares
|
$244,991
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
4,815
shares
|
$243,927
0.3% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,749
shares
|
$240,584
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,493
shares
|
$227,615
0.01% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
4,472
shares
|
$226,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
4,401
shares
|
$222,954
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
4,381
shares
|
$221,941
0.11% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
4,372
shares
|
$221,485
0.05% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$218,293
0.01% of portfolio
|
Q3 2022
Reduced 20.59%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
4,275
shares
|
$216,571
0.03% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,199
shares
|
$212,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,187
shares
|
$212,113
0.0% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
4,111
shares
|
$208,263
0.0% of portfolio
|
Q1 2025
Reduced 97.61%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,964
shares
|
$200,816
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$191,798
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,300
shares
|
$167,178
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,150
shares
|
$159,579
0.06% of portfolio
|
Q1 2023
Reduced 46.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,061
shares
|
$155,070
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,908
shares
|
$147,319
0.03% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,861
shares
|
$144,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,671
shares
|
$135,312
0.01% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,495
shares
|
$126,396
0.01% of portfolio
|
Q3 2025
Added 742.91%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
2,100
shares
|
$106,386
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,960
shares
|
$99,293
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,948
shares
|
$98,685
0.0% of portfolio
|
Q3 2025
Reduced 67.26%
|
|