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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
12,272
shares
|
$619,490
0.0% of portfolio
|
Q1 2025
Reduced 68.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
12,131
shares
|
$612,372
0.0% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,057
shares
|
$608,637
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
12,050
shares
|
$608,284
0.45% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
12,000
shares
|
$605,760
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,971
shares
|
$604,296
0.01% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
11,824
shares
|
$596,875
0.15% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
11,680
shares
|
$589,606
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11,613
shares
|
$586,224
0.19% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
11,239
shares
|
$567,344
0.27% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,764
shares
|
$543,366
0.0% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
10,705
shares
|
$540,388
0.21% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,394
shares
|
$524,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,380
shares
|
$523,982
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,994
shares
|
$504,497
0.02% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
9,876
shares
|
$498,540
0.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,741
shares
|
$441,245
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,557
shares
|
$431,957
0.07% of portfolio
|
Q1 2025
Added 91.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,103
shares
|
$409,039
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
8,090
shares
|
$408,383
0.08% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
7,884
shares
|
$397,984
0.01% of portfolio
|
Q2 2024
Reduced 27.36%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
7,397
shares
|
$373,400
0.12% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,128
shares
|
$359,821
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
7,080
shares
|
$357,398
0.0% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
6,907
shares
|
$348,665
0.27% of portfolio
|
Q4 2024
Added 8.94%
|