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 246 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
16,471
shares
|
$817,455
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
15,559
shares
|
$772,193
0.21% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,387
shares
|
$763,656
0.0% of portfolio
|
Q3 2024
Reduced 58.75%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
15,327
shares
|
$760,679
0.28% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
15,316
shares
|
$760,133
0.68% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
15,060
shares
|
$747,427
0.61% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,060
shares
|
$747,427
0.0% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
14,012
shares
|
$695,415
0.01% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
13,505
shares
|
$670,253
0.35% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,424
shares
|
$666,233
0.02% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,117
shares
|
$650,996
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
13,044
shares
|
$647,373
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
12,767
shares
|
$633,626
0.04% of portfolio
|
Q3 2024
Reduced 51.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
12,738
shares
|
$632,186
0.04% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,710
shares
|
$630,797
0.01% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,479
shares
|
$619,332
0.0% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,347
shares
|
$612,781
0.08% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$611,689
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
12,300
shares
|
$610,449
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
12,000
shares
|
$595,560
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,858
shares
|
$588,512
0.01% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
11,758
shares
|
$583,549
0.23% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
10,933
shares
|
$542,604
0.22% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
9,995
shares
|
$496,051
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,685
shares
|
$480,666
0.17% of portfolio
|
Q2 2024
Added 0.31%
|