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 246 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$286,513
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
5,700
shares
|
$282,891
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
5,534
shares
|
$274,652
0.15% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,449
shares
|
$270,433
0.0% of portfolio
|
Q3 2024
Reduced 55.07%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,424
shares
|
$269,193
0.01% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,421
shares
|
$269,044
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
5,402
shares
|
$268,101
0.02% of portfolio
|
Q3 2024
Reduced 51.53%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
5,326
shares
|
$264,329
0.09% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,120
shares
|
$254,105
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
5,104
shares
|
$253,311
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,894
shares
|
$242,889
0.1% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
4,859
shares
|
$241,152
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,836
shares
|
$240,010
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
4,520
shares
|
$224,327
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,419
shares
|
$219,314
0.0% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,390
shares
|
$217,875
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$213,855
0.01% of portfolio
|
Q3 2022
Reduced 20.59%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
4,138
shares
|
$205,368
0.03% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
4,113
shares
|
$204,128
0.08% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,976
shares
|
$197,328
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$187,899
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$174,747
0.01% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,300
shares
|
$163,779
0.0% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,150
shares
|
$156,334
0.06% of portfolio
|
Q1 2023
Reduced 46.97%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,058
shares
|
$151,768
0.04% of portfolio
|
Q1 2024
Reduced 4.68%
|