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 260 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,295
shares
|
$65,242
0.01% of portfolio
|
Q1 2025
Reduced 71.25%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,180
shares
|
$59,448
0.06% of portfolio
|
Q4 2024
Reduced 54.44%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,145
shares
|
$57,685
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,090
shares
|
$54,914
0.01% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
925
shares
|
$46,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
818
shares
|
$41,210
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
632
shares
|
$31,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
627
shares
|
$31,588
0.01% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
531
shares
|
$26,751
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
455
shares
|
$22,922
0.0% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
418
shares
|
$21,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
418
shares
|
$21,058
0.0% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
375
shares
|
$18,892
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
354
shares
|
$17,834
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
296
shares
|
$14,912
0.0% of portfolio
|
Q2 2024
Reduced 33.93%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
272
shares
|
$13,703
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
269
shares
|
$13,552
0.0% of portfolio
|
Q4 2024
Reduced 78.8%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
192
shares
|
$9,672
0.0% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
150
shares
|
$7,557
0.0% of portfolio
|
Q1 2025
Added 248.84%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
148
shares
|
$7,456
0.0% of portfolio
|
Q1 2025
Reduced 89.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
111
shares
|
$5,592
0.0% of portfolio
|
Q1 2025
Added 1287.5%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
100
shares
|
$5,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$5,038
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
92
shares
|
$4,634
0.0% of portfolio
|
Q2 2024
Reduced 82.48%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
75
shares
|
$3,778
0.0% of portfolio
|
Q4 2022
New holding
|