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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
256,394
shares
|
$12.9 Million
1.16% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
255,700
shares
|
$12.9 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
251,518
shares
|
$12.7 Million
0.07% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
249,284
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
236,673
shares
|
$11.9 Million
1.11% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
230,629
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
226,517
shares
|
$11.4 Million
2.32% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
224,837
shares
|
$11.3 Million
0.2% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
220,189
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
215,265
shares
|
$10.8 Million
3.56% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
205,644
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
205,444
shares
|
$10.4 Million
0.13% of portfolio
|
Q1 2025
Added 1506.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
188,640
shares
|
$9.5 Million
0.02% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
186,171
shares
|
$9.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
178,204
shares
|
$8.98 Million
0.0% of portfolio
|
Q1 2025
Added 33.06%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
172,169
shares
|
$8.67 Million
5.12% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
164,893
shares
|
$8.31 Million
6.47% of portfolio
|
Q1 2025
Added 42.41%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
159,121
shares
|
$8.02 Million
1.26% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
159,055
shares
|
$8.01 Million
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
149,066
shares
|
$7.51 Million
2.18% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
143,941
shares
|
$7.25 Million
3.46% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
140,002
shares
|
$7.05 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
137,229
shares
|
$6.91 Million
0.99% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
133,358
shares
|
$6.72 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
132,070
shares
|
$6.65 Million
0.02% of portfolio
|
Q1 2025
Added 7.34%
|