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 257 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
19,504
shares
|
$984,561
0.34% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
19,303
shares
|
$974,415
0.13% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
19,058
shares
|
$962,047
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$944,834
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
17,917
shares
|
$904,450
0.11% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,596
shares
|
$888,246
0.07% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
17,331
shares
|
$874,868
0.17% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$858,513
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
16,964
shares
|
$856,342
0.1% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
16,695
shares
|
$842,763
0.04% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,605
shares
|
$838,220
0.0% of portfolio
|
Q1 2025
Reduced 49.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,457
shares
|
$830,749
0.02% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
16,293
shares
|
$822,470
0.24% of portfolio
|
Q2 2025
Reduced 32.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
15,993
shares
|
$807,326
0.3% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
15,948
shares
|
$805,055
0.12% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,927
shares
|
$803,994
0.03% of portfolio
|
Q1 2025
Added 98.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
15,601
shares
|
$787,538
0.07% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
14,413
shares
|
$727,568
0.71% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,192
shares
|
$716,412
0.01% of portfolio
|
Q1 2025
Added 245.56%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
13,978
shares
|
$705,609
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
13,750
shares
|
$694,100
0.14% of portfolio
|
Q1 2025
Reduced 79.79%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
13,292
shares
|
$670,980
0.01% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,117
shares
|
$662,146
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
13,044
shares
|
$658,461
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$622,166
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|