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 245 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
250
shares
|
$12,412
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$9,930
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
192
shares
|
$9,532
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
187
shares
|
$9,284
0.0% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
175
shares
|
$8,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
102
shares
|
$5,064
0.0% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
100
shares
|
$4,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
92
shares
|
$4,567
0.0% of portfolio
|
Q2 2024
Reduced 82.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
88
shares
|
$4,369
0.0% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
85
shares
|
$4,220
0.0% of portfolio
|
Q4 2023
Reduced 45.16%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
84
shares
|
$4,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
75
shares
|
$3,723
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
62
shares
|
$3,078
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
60
shares
|
$2,979
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
56
shares
|
$2,780
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
43
shares
|
$2,134
0.0% of portfolio
|
Q2 2024
Reduced 44.87%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
23
shares
|
$1,141
0.0% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2023
Reduced 99.5%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|