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 258 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,326,509
shares
|
$117 Million
0.01% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,142,679
shares
|
$57.6 Million
0.02% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,104,378
shares
|
$55.7 Million
11.06% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,092,837
shares
|
$55.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,064,274
shares
|
$53.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,031,220
shares
|
$52 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,893
shares
|
$48.8 Million
0.07% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
869,939
shares
|
$43.9 Million
1.18% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
835,389
shares
|
$42.1 Million
0.08% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
807,784
shares
|
$40.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.94%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
802,146
shares
|
$40.4 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
759,517
shares
|
$38.3 Million
8.41% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
721,959
shares
|
$36.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
636,973
shares
|
$32.1 Million
5.46% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
595,327
shares
|
$30 Million
0.04% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
530,027
shares
|
$26.7 Million
0.01% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
505,553
shares
|
$25.5 Million
0.08% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
489,054
shares
|
$24.7 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.5%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
455,861
shares
|
$23 Million
7.58% of portfolio
|
Q4 2024
Added 3606.19%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
423,385
shares
|
$21.3 Million
1.75% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
389,788
shares
|
$19.6 Million
5.54% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
359,967
shares
|
$18.1 Million
2.84% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
284,961
shares
|
$14.4 Million
2.2% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
279,382
shares
|
$14.1 Million
11.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
277,273
shares
|
$14 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.18%
|