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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,419
shares
|
$220,242
0.0% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,390
shares
|
$218,797
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$214,760
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
|
$209,278
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
4,113
shares
|
$204,991
0.08% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$188,694
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$175,486
0.01% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,300
shares
|
$164,472
0.0% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,150
shares
|
$156,996
0.06% of portfolio
|
Q1 2023
Reduced 46.97%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,058
shares
|
$152,410
0.04% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,810
shares
|
$140,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,735
shares
|
$136,312
0.0% of portfolio
|
Q4 2020
Reduced 14.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,727
shares
|
$135,913
0.01% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,687
shares
|
$133,920
0.0% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
2,590
shares
|
$129,085
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,100
shares
|
$104,664
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,960
shares
|
$97,686
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$69,776
0.0% of portfolio
|
Q1 2024
Added 160.22%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,315
shares
|
$65,539
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$64,792
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,269
shares
|
$63,246
0.0% of portfolio
|
Q2 2024
Added 371.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,181
shares
|
$58,861
0.0% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,145
shares
|
$57,066
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,090
shares
|
$54,325
0.0% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
818
shares
|
$40,769
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|