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 245 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
56,065
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
49,747
shares
|
$2.47 Million
1.77% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
43,314
shares
|
$2.15 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
42,585
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40,709
shares
|
$2.02 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,722
shares
|
$1.97 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
39,213
shares
|
$1.95 Million
0.68% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
38,098
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
37,358
shares
|
$1.85 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
36,851
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
36,648
shares
|
$1.82 Million
0.69% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
36,606
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
35,056
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,688
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
34,666
shares
|
$1.72 Million
1.13% of portfolio
|
Q2 2024
Reduced 18.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
34,540
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
32,154
shares
|
$1.6 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
31,976
shares
|
$1.59 Million
1.44% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,333
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
29,411
shares
|
$1.46 Million
1.34% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
29,347
shares
|
$1.46 Million
0.76% of portfolio
|
Q4 2022
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
29,089
shares
|
$1.44 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
28,669
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
26,900
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2024
New holding
|