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 266 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
139,537
shares
|
$7.1 Million
0.02% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
130,585
shares
|
$6.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 48.08%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
125,289
shares
|
$6.38 Million
0.02% of portfolio
|
Q2 2025
Added 920.93%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
121,016
shares
|
$6.16 Million
0.79% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
117,930
shares
|
$6 Million
3.5% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
117,666
shares
|
$5.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
114,701
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.67 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
103,043
shares
|
$5.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
102,445
shares
|
$5.21 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
102,258
shares
|
$5.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
99,623
shares
|
$5.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
98,763
shares
|
$5.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 63.95%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
97,860
shares
|
$4.98 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
95,618
shares
|
$4.87 Million
0.09% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
93,515
shares
|
$4.76 Million
1.11% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
82,446
shares
|
$4.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
80,821
shares
|
$4.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
80,276
shares
|
$4.09 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
79,283
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2025
Added 50.44%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
78,333
shares
|
$3.99 Million
0.45% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
76,940
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
76,519
shares
|
$3.89 Million
0.18% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
76,009
shares
|
$3.87 Million
1.81% of portfolio
|
Q3 2025
Added 1.07%
|