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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,316,562
shares
|
$117 Million
0.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,750,934
shares
|
$88.7 Million
0.16% of portfolio
|
Q3 2025
Added 109.6%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,153,274
shares
|
$58.4 Million
10.23% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,115,913
shares
|
$56.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,113,933
shares
|
$56.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
988,006
shares
|
$50.1 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
971,163
shares
|
$49.2 Million
1.06% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,893
shares
|
$49.1 Million
0.07% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
967,266
shares
|
$49 Million
3.7% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
951,302
shares
|
$48.2 Million
0.31% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
936,991
shares
|
$47.5 Million
0.01% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
868,351
shares
|
$44 Million
6.85% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
800,899
shares
|
$40.6 Million
9.42% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
691,236
shares
|
$35 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.15%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
684,343
shares
|
$34.7 Million
5.09% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
665,705
shares
|
$33.7 Million
0.01% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
629,796
shares
|
$31.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
560,200
shares
|
$28.4 Million
1.64% of portfolio
|
Q3 2025
Added 119.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
489,054
shares
|
$24.8 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.5%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
463,558
shares
|
$23.5 Million
1.71% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
462,480
shares
|
$23.4 Million
0.11% of portfolio
|
Q3 2025
Added 63.37%
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
449,115
shares
|
$22.8 Million
5.29% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
446,983
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
417,592
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2025
Added 1781.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
373,115
shares
|
$18.9 Million
0.4% of portfolio
|
Q3 2025
Added 2970.15%
|
|