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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
31,037
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 2922.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
30,573
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
29,407
shares
|
$1.48 Million
1.45% of portfolio
|
Q1 2025
Added 57.38%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
29,347
shares
|
$1.48 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
28,384
shares
|
$1.43 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
28,024
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
27,142
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
26,900
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
26,819
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
25,730
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
25,575
shares
|
$1.29 Million
1.5% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,321
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
24,475
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
24,363
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
24,166
shares
|
$1.22 Million
0.38% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
23,517
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
23,454
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,411
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
22,741
shares
|
$1.15 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
22,322
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
21,972
shares
|
$1.11 Million
0.34% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
21,411
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
21,132
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
20,900
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 30.87%
|