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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,543
shares
|
$332,973
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
6,459
shares
|
$328,698
0.02% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,419
shares
|
$326,662
0.02% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,320
shares
|
$321,624
0.0% of portfolio
|
Q1 2025
Reduced 70.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,257
shares
|
$318,418
0.01% of portfolio
|
Q2 2025
Reduced 32.33%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
6,250
shares
|
$318,062
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$306,001
0.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,949
shares
|
$302,744
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,782
shares
|
$294,245
0.15% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$293,787
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
5,729
shares
|
$291,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
5,715
shares
|
$290,836
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
5,700
shares
|
$290,073
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
5,695
shares
|
$289,818
0.04% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
5,573
shares
|
$283,609
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,369
shares
|
$273,228
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,352
shares
|
$272,363
0.04% of portfolio
|
Q2 2025
Reduced 73.6%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,336
shares
|
$271,549
0.09% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,315
shares
|
$270,480
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,226
shares
|
$265,951
0.0% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,167
shares
|
$262,948
0.04% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,080
shares
|
$258,521
0.01% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,074
shares
|
$258,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
5,062
shares
|
$257,605
0.04% of portfolio
|
Q2 2025
Reduced 32.86%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
5,055
shares
|
$257,248
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|