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 264 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,960
shares
|
$99,744
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,591
shares
|
$80,965
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,579
shares
|
$80,355
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,315
shares
|
$66,920
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,300
shares
|
$66,157
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,145
shares
|
$58,269
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,090
shares
|
$55,470
0.01% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
915
shares
|
$46,564
0.03% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
818
shares
|
$41,628
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
771
shares
|
$39,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
632
shares
|
$32,162
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
531
shares
|
$27,022
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$25,445
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
455
shares
|
$23,154
0.0% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
418
shares
|
$21,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
418
shares
|
$21,272
0.0% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
413
shares
|
$21,017
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
375
shares
|
$19,083
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
354
shares
|
$18,015
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
272
shares
|
$13,842
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
224
shares
|
$11,399
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
192
shares
|
$9,770
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
148
shares
|
$7,531
0.0% of portfolio
|
Q1 2025
Reduced 89.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
100
shares
|
$5,089
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
100
shares
|
$5,089
0.0% of portfolio
|
Q2 2024
New holding
|