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 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,258,111
shares
|
$114 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,045,208
shares
|
$103 Million
0.58% of portfolio
|
Q2 2025
Added 4902.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,227,737
shares
|
$62 Million
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,120,845
shares
|
$56.6 Million
9.87% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,104,138
shares
|
$55.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,082,542
shares
|
$54.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,008,095
shares
|
$50.9 Million
1.51% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,893
shares
|
$48.9 Million
0.07% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
954,338
shares
|
$48.2 Million
5.86% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
946,574
shares
|
$47.8 Million
1.13% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
887,637
shares
|
$44.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
854,094
shares
|
$43.1 Million
0.33% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
835,389
shares
|
$42.2 Million
0.08% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
739,636
shares
|
$37.4 Million
9.65% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
717,259
shares
|
$36.2 Million
6.35% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
675,535
shares
|
$34.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
651,171
shares
|
$32.9 Million
5.19% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
627,827
shares
|
$31.7 Million
0.04% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
602,006
shares
|
$30.4 Million
0.01% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
489,054
shares
|
$24.7 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.5%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
442,768
shares
|
$22.4 Million
1.73% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
402,027
shares
|
$20.3 Million
5.14% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
341,102
shares
|
$17.2 Million
1.39% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
305,682
shares
|
$15.4 Million
2.28% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
284,941
shares
|
$14.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.64%
|