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 240 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,217,368
shares
|
$112 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.91%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,728,384
shares
|
$87.2 Million
0.02% of portfolio
|
Q2 2024
Added 2.09%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,192,926
shares
|
$60.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
1,000,099
shares
|
$50.4 Million
1.66% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
937,587
shares
|
$47.3 Million
0.07% of portfolio
|
Q2 2024
Added 5.27%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
839,649
shares
|
$42.4 Million
9.14% of portfolio
|
Q2 2024
Added 8.58%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
836,364
shares
|
$42.2 Million
0.0% of portfolio
|
Q2 2024
Added 12.3%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
788,655
shares
|
$39.8 Million
2.52% of portfolio
|
Q2 2024
Added 73.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
781,531
shares
|
$39.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Allspring Global Investments Holdings, LLC
|
Jul 26, 2024 Q2 2024 |
741,563
shares
|
$37.4 Million
0.06% of portfolio
|
Q1 2024
Added 143.67%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
504,976
shares
|
$25.5 Million
0.08% of portfolio
|
Q2 2024
Added 2.2%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
499,967
shares
|
$25.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
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%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Aug 13, 2024 Q2 2024 |
406,233
shares
|
$20.5 Million
0.03% of portfolio
|
Q2 2024
Added 4.56%
|
|
Williams Financial, LLC
Bennington, VT |
Aug 08, 2024 Q2 2024 |
374,730
shares
|
$18.9 Million
12.29% of portfolio
|
Q2 2024
Reduced 98.4%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
356,909
shares
|
$18 Million
1.59% of portfolio
|
Q2 2024
Added 4.46%
|
|
Wiser Wealth Management, Inc
|
Jul 22, 2024 Q2 2024 |
352,800
shares
|
$17.8 Million
5.39% of portfolio
|
Q2 2024
Added 6.88%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
332,838
shares
|
$16.8 Million
2.37% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Greenup Street Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
303,956
shares
|
$15.3 Million
3.52% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
297,770
shares
|
$15 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2024 Q2 2024 |
290,029
shares
|
$14.6 Million
1.57% of portfolio
|
Q2 2024
Added 14.73%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
273,540
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2024
Added 2.76%
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Aug 09, 2024 Q2 2024 |
270,000
shares
|
$13.6 Million
1.04% of portfolio
|
Q2 2024
Added 100.0%
|
|
Camden National Bank
Camden, ME |
Aug 13, 2024 Q2 2024 |
251,601
shares
|
$12.7 Million
1.96% of portfolio
|
Q2 2024
Added 3.89%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 05, 2024 Q2 2024 |
240,364
shares
|
$12.1 Million
2.76% of portfolio
|
Q2 2024
Added 1.3%
|