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 267 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
100
shares
|
$5,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
92
shares
|
$4,660
0.0% of portfolio
|
Q2 2024
Reduced 82.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
88
shares
|
$4,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
85
shares
|
$4,306
0.0% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
75
shares
|
$3,799
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
62
shares
|
$3,140
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
62
shares
|
$3,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
51
shares
|
$2,583
0.0% of portfolio
|
Q3 2025
Reduced 95.55%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$2,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
37
shares
|
$1,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
27
shares
|
$1,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
12
shares
|
$607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
9
shares
|
$455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q3 2025
Reduced 97.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|