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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,616
shares
|
$333,975
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
6,552
shares
|
$330,744
0.26% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,543
shares
|
$330,290
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,320
shares
|
$319,033
0.0% of portfolio
|
Q1 2025
Reduced 70.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,257
shares
|
$315,853
0.01% of portfolio
|
Q2 2025
Reduced 32.33%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
6,250
shares
|
$315,500
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,188
shares
|
$312,370
0.0% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$303,536
0.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,942
shares
|
$299,952
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,782
shares
|
$291,875
0.15% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$291,421
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,700
shares
|
$287,736
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
5,695
shares
|
$287,483
0.04% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,647
shares
|
$285,060
0.02% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,336
shares
|
$269,361
0.09% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,318
shares
|
$268,452
0.06% of portfolio
|
Q1 2025
Added 76.97%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,315
shares
|
$268,301
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
5,062
shares
|
$255,529
0.04% of portfolio
|
Q2 2025
Reduced 32.86%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
5,055
shares
|
$255,176
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,039
shares
|
$254,368
0.0% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,903
shares
|
$247,503
0.05% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
4,859
shares
|
$245,282
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,836
shares
|
$244,121
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,690
shares
|
$236,751
0.02% of portfolio
|
Q2 2025
Added 36.93%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,635
shares
|
$233,974
0.0% of portfolio
|
Q2 2025
Added 69.47%
|