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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,630
shares
|
$636,678
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
12,502
shares
|
$630,225
0.01% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,377
shares
|
$623,924
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$621,303
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
12,272
shares
|
$618,631
0.0% of portfolio
|
Q1 2025
Reduced 68.88%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,057
shares
|
$607,793
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
12,050
shares
|
$607,440
0.49% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
12,000
shares
|
$604,920
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,971
shares
|
$603,458
0.01% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
11,719
shares
|
$590,754
0.16% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
11,680
shares
|
$588,788
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11,613
shares
|
$585,411
0.19% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
11,239
shares
|
$566,557
0.27% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,764
shares
|
$542,613
0.0% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,741
shares
|
$541,453
0.01% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
10,705
shares
|
$539,639
0.21% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,293
shares
|
$518,870
0.0% of portfolio
|
Q4 2024
Added 35.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,994
shares
|
$503,797
0.02% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
9,876
shares
|
$497,849
0.17% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,246
shares
|
$466,090
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
8,690
shares
|
$438,062
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,474
shares
|
$427,174
0.0% of portfolio
|
Q4 2024
Added 55.51%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
8,090
shares
|
$407,816
0.08% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
7,884
shares
|
$397,432
0.01% of portfolio
|
Q2 2024
Reduced 27.36%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
7,577
shares
|
$381,956
0.0% of portfolio
|
Q4 2024
New holding
|