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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
19,943
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
19,907
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
19,809
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
19,723
shares
|
$1 Million
0.3% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$952,508
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
17,917
shares
|
$911,796
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
17,891
shares
|
$910,472
0.25% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,596
shares
|
$895,460
0.07% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,596
shares
|
$895,460
0.04% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
17,431
shares
|
$887,063
0.14% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$865,486
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
16,964
shares
|
$863,297
0.09% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,456
shares
|
$837,445
0.03% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
16,293
shares
|
$829,150
0.24% of portfolio
|
Q2 2025
Reduced 32.58%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
15,948
shares
|
$811,593
0.12% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,897
shares
|
$758,108
0.02% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
14,673
shares
|
$746,708
0.01% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
14,337
shares
|
$729,609
0.06% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
14,156
shares
|
$720,398
0.66% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
13,444
shares
|
$684,165
0.0% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,117
shares
|
$667,524
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
13,044
shares
|
$663,809
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,802
shares
|
$651,493
0.0% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
12,695
shares
|
$646,048
0.12% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$627,219
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|