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 |
|---|---|---|---|---|---|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
33,053
shares
|
$1.68 Million
1.78% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
32,584
shares
|
$1.66 Million
0.64% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
32,194
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
31,237
shares
|
$1.59 Million
1.32% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
29,748
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
29,725
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
29,249
shares
|
$1.49 Million
0.41% of portfolio
|
Q2 2025
Reduced 23.12%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
29,038
shares
|
$1.48 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
27,805
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Reduced 87.63%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
27,476
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 248.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
26,124
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
25,536
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 79.93%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
24,954
shares
|
$1.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
24,910
shares
|
$1.27 Million
1.23% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
24,373
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
24,020
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
23,454
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
22,694
shares
|
$1.15 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
22,597
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.15 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,395
shares
|
$1.14 Million
0.61% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
22,192
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 33.65%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
21,908
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
21,540
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
20,994
shares
|
$1.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.95%
|