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 258 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
64,581
shares
|
$3.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
59,938
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
59,533
shares
|
$3 Million
0.0% of portfolio
|
Q3 2022
Added 0.34%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
53,571
shares
|
$2.7 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
52,992
shares
|
$2.67 Million
0.79% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
52,778
shares
|
$2.66 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
51,194
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
43,155
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
42,332
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
40,883
shares
|
$2.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40,709
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
39,378
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
39,368
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
38,894
shares
|
$1.96 Million
0.69% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
38,692
shares
|
$1.95 Million
0.77% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
38,044
shares
|
$1.92 Million
0.57% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
37,912
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
37,894
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
37,817
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
36,996
shares
|
$1.86 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
34,744
shares
|
$1.75 Million
1.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
34,374
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,750
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
32,665
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 80.68%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
31,711
shares
|
$1.6 Million
1.35% of portfolio
|
Q1 2025
Added 1.62%
|