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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
20,862
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
20,680
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
20,271
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
19,504
shares
|
$983,196
0.34% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
19,303
shares
|
$973,064
0.13% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
19,058
shares
|
$960,713
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$943,523
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
17,917
shares
|
$903,195
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,797
shares
|
$897,146
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
17,331
shares
|
$873,655
0.17% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$857,322
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
16,964
shares
|
$855,155
0.1% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
16,928
shares
|
$853,340
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
16,530
shares
|
$833,277
0.07% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,457
shares
|
$829,597
0.02% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
15,993
shares
|
$806,207
0.3% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,927
shares
|
$802,880
0.03% of portfolio
|
Q1 2025
Added 98.12%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
15,927
shares
|
$802,880
0.15% of portfolio
|
Q1 2025
Added 98.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,844
shares
|
$798,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
15,754
shares
|
$794,159
0.0% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
14,413
shares
|
$726,559
0.71% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
13,978
shares
|
$704,630
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
13,750
shares
|
$693,137
0.14% of portfolio
|
Q1 2025
Reduced 79.79%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,117
shares
|
$661,227
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
13,044
shares
|
$657,548
0.04% of portfolio
|
Q2 2024
Reduced 3.2%
|