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 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
132,070
shares
|
$6.63 Million
0.02% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
128,326
shares
|
$6.44 Million
2.81% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
125,669
shares
|
$6.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
123,851
shares
|
$6.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
121,774
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.6 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
110,058
shares
|
$5.53 Million
0.03% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
105,164
shares
|
$5.28 Million
1.54% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
104,210
shares
|
$5.23 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
103,768
shares
|
$5.21 Million
0.07% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
102,550
shares
|
$5.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
98,345
shares
|
$4.94 Million
3.3% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
94,330
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
90,061
shares
|
$4.52 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
87,278
shares
|
$4.38 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
80,821
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
80,276
shares
|
$4.03 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
79,810
shares
|
$4.01 Million
0.09% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
79,807
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Added 544.8%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
78,548
shares
|
$3.94 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
78,333
shares
|
$3.93 Million
0.45% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
77,542
shares
|
$3.89 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
76,138
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
75,374
shares
|
$3.79 Million
2.01% of portfolio
|
Q1 2025
Reduced 8.42%
|