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 257 institutions that hold shares in the stock, with a total of 29.7 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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,145
shares
|
$57,799
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,090
shares
|
$55,023
0.01% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
925
shares
|
$46,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
818
shares
|
$41,292
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
632
shares
|
$31,903
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
627
shares
|
$31,650
0.01% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
531
shares
|
$26,804
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
455
shares
|
$22,968
0.0% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
418
shares
|
$21,100
0.0% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
418
shares
|
$21,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
375
shares
|
$18,930
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
354
shares
|
$17,869
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
296
shares
|
$14,942
0.0% of portfolio
|
Q2 2024
Reduced 33.93%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
272
shares
|
$13,730
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
192
shares
|
$9,692
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
148
shares
|
$7,471
0.0% of portfolio
|
Q1 2025
Reduced 89.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
117
shares
|
$5,906
0.0% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
111
shares
|
$5,603
0.0% of portfolio
|
Q1 2025
Added 1287.5%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$5,048
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
100
shares
|
$5,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
92
shares
|
$4,644
0.0% of portfolio
|
Q2 2024
Reduced 82.48%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
75
shares
|
$3,785
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
70
shares
|
$3,533
0.0% of portfolio
|
Q1 2025
Reduced 90.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
62
shares
|
$3,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
62
shares
|
$3,129
0.0% of portfolio
|
Q2 2025
Added 1.64%
|