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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
12,153
shares
|
$618,466
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
12,019
shares
|
$611,646
0.05% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
12,000
shares
|
$610,680
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
11,933
shares
|
$607,270
0.14% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,801
shares
|
$600,552
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
11,680
shares
|
$594,395
0.04% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
11,613
shares
|
$590,985
0.17% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
11,259
shares
|
$572,970
0.25% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
10,881
shares
|
$553,734
0.39% of portfolio
|
Q2 2025
Reduced 52.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,507
shares
|
$534,701
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
10,269
shares
|
$522,589
0.18% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
10,085
shares
|
$513,225
0.35% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
9,876
shares
|
$502,589
0.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
9,295
shares
|
$473,022
0.18% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
8,916
shares
|
$453,735
0.0% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,741
shares
|
$444,829
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
8,090
shares
|
$411,700
0.07% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,065
shares
|
$410,427
0.04% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,466
shares
|
$379,944
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,464
shares
|
$379,842
0.05% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,168
shares
|
$364,779
0.01% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,108
shares
|
$361,726
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
6,907
shares
|
$351,497
0.25% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,582
shares
|
$334,957
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
6,552
shares
|
$333,431
0.26% of portfolio
|
Q1 2025
Reduced 4.03%
|