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 265 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
283,086
shares
|
$14.4 Million
0.08% of portfolio
|
Q2 2025
Added 157.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
270,227
shares
|
$13.8 Million
1.15% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
265,500
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.07%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
255,700
shares
|
$13 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
229,013
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 186.96%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
228,698
shares
|
$11.6 Million
2.24% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
225,505
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
224,388
shares
|
$11.4 Million
3.34% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
212,366
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
205,327
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 117.67%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
200,080
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
191,210
shares
|
$9.73 Million
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
178,204
shares
|
$9.07 Million
0.0% of portfolio
|
Q1 2025
Added 33.06%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
172,169
shares
|
$8.76 Million
5.12% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
163,903
shares
|
$8.34 Million
1.23% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
163,667
shares
|
$8.33 Million
0.05% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
160,747
shares
|
$8.18 Million
0.01% of portfolio
|
Q2 2025
Added 271.09%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
156,148
shares
|
$7.95 Million
6.86% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
154,882
shares
|
$7.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
151,198
shares
|
$7.69 Million
2.98% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
149,997
shares
|
$7.63 Million
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
149,062
shares
|
$7.59 Million
2.08% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
145,753
shares
|
$7.42 Million
0.17% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
142,078
shares
|
$7.23 Million
0.83% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
140,238
shares
|
$7.14 Million
0.01% of portfolio
|
Q2 2025
Added 253.9%
|