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 238 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,743,678
shares
|
$135 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,692,943
shares
|
$83.2 Million
0.02% of portfolio
|
Q1 2024
Added 2.2%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,250,159
shares
|
$61.5 Million
0.02% of portfolio
|
Q1 2024
Added 12.04%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
1,011,062
shares
|
$49.7 Million
1.7% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
890,612
shares
|
$43.8 Million
0.07% of portfolio
|
Q1 2024
Added 40.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
794,284
shares
|
$39 Million
0.02% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 15, 2024 Q1 2024 |
773,334
shares
|
$38 Million
9.85% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
744,774
shares
|
$36.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.47%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
741,563
shares
|
$36.5 Million
0.06% of portfolio
|
Q1 2024
Added 143.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
571,653
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
494,105
shares
|
$24.3 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
489,054
shares
|
$24 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
455,446
shares
|
$22.4 Million
3.84% of portfolio
|
Q1 2024
Reduced 33.95%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
388,503
shares
|
$19.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.46%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 10, 2024 Q1 2024 |
375,165
shares
|
$18.4 Million
12.29% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
341,668
shares
|
$16.8 Million
1.61% of portfolio
|
Q1 2024
Added 8.17%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2024 Q1 2024 |
337,924
shares
|
$16.6 Million
2.44% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Wiser Wealth Management, Inc
|
Apr 19, 2024 Q1 2024 |
330,082
shares
|
$16.2 Million
5.33% of portfolio
|
Q1 2024
Added 4.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
316,230
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
313,940
shares
|
$15.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 10.08%
|
|
|
Greenup Street Wealth Management LLC
|
May 06, 2024 Q1 2024 |
310,859
shares
|
$15.3 Million
4.58% of portfolio
|
Q1 2024
Added 14.57%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
285,599
shares
|
$14 Million
0.01% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
266,197
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2024
Added 898.71%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
252,794
shares
|
$12.4 Million
1.48% of portfolio
|
Q1 2024
Added 20.69%
|
|
|
Camden National Bank
Camden, ME |
Apr 30, 2024 Q1 2024 |
242,186
shares
|
$11.9 Million
2.16% of portfolio
|
Q1 2024
Added 0.1%
|
|