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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,019
shares
|
$255,416
0.0% of portfolio
|
Q2 2025
Added 148.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,895
shares
|
$249,106
0.01% of portfolio
|
Q2 2025
Reduced 97.62%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
4,859
shares
|
$247,274
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,836
shares
|
$246,104
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,752
shares
|
$241,829
0.0% of portfolio
|
Q2 2025
Reduced 41.36%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,727
shares
|
$240,557
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,635
shares
|
$235,875
0.0% of portfolio
|
Q2 2025
Added 69.47%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,493
shares
|
$228,648
0.01% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,401
shares
|
$223,966
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
4,381
shares
|
$222,949
0.11% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,309
shares
|
$219,285
0.01% of portfolio
|
Q3 2022
Reduced 20.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,199
shares
|
$213,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
4,111
shares
|
$209,208
0.0% of portfolio
|
Q1 2025
Reduced 97.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,835
shares
|
$195,163
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,786
shares
|
$192,669
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,687
shares
|
$187,631
0.0% of portfolio
|
Q2 2025
Added 37.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,600
shares
|
$183,204
0.0% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,354
shares
|
$170,685
0.02% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,150
shares
|
$160,303
0.06% of portfolio
|
Q1 2023
Reduced 46.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,123
shares
|
$158,929
0.0% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,058
shares
|
$155,621
0.04% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,861
shares
|
$145,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,656
shares
|
$135,163
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,495
shares
|
$126,970
0.01% of portfolio
|
Q3 2025
Added 742.91%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,100
shares
|
$106,869
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|