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 243 institutions that hold shares in the stock, with a total of 25.2 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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,460
shares
|
$5.55 Million
0.64% of portfolio
|
Q4 2023
Added 12.87%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
111,366
shares
|
$5.55 Million
5.21% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
109,079
shares
|
$5.43 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
107,720
shares
|
$5.36 Million
1.44% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
103,578
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
102,503
shares
|
$5.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
102,429
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
95,178
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
95,032
shares
|
$4.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 42.15%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
93,436
shares
|
$4.65 Million
0.56% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,094
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
81,926
shares
|
$4.08 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
81,513
shares
|
$4.06 Million
0.9% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
80,432
shares
|
$4.01 Million
1.96% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
78,333
shares
|
$3.9 Million
0.45% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
75,266
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,601
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.33%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
69,826
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Added 65.46%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
69,603
shares
|
$3.47 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
68,615
shares
|
$3.42 Million
0.94% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
68,106
shares
|
$3.39 Million
0.36% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
68,043
shares
|
$3.39 Million
0.67% of portfolio
|
Q3 2024
Reduced 32.99%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
67,063
shares
|
$3.34 Million
0.44% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
66,194
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
59,533
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2022
Added 0.34%
|