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 246 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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
252,046
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 63.17%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
248,341
shares
|
$12.3 Million
2.71% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
234,224
shares
|
$11.6 Million
0.2% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
232,751
shares
|
$11.6 Million
0.07% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
230,229
shares
|
$11.4 Million
0.2% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
222,033
shares
|
$11 Million
0.98% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
219,017
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
213,906
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
190,250
shares
|
$9.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
185,138
shares
|
$9.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.32%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
179,019
shares
|
$8.88 Million
2.49% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
174,092
shares
|
$8.64 Million
0.96% of portfolio
|
Q3 2024
Added 89.77%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
172,169
shares
|
$8.54 Million
5.12% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
171,958
shares
|
$8.53 Million
0.01% of portfolio
|
Q2 2024
Added 287.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
167,863
shares
|
$8.33 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
165,933
shares
|
$8.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
155,625
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
146,418
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
142,202
shares
|
$7.06 Million
1.13% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
139,749
shares
|
$6.94 Million
0.0% of portfolio
|
Q3 2024
Added 203.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
137,494
shares
|
$6.82 Million
0.27% of portfolio
|
Q3 2024
Added 51.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
132,631
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
132,553
shares
|
$6.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
127,536
shares
|
$6.33 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
121,511
shares
|
$6.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|