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 240 institutions that hold shares in the stock, with a total of 24.8 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 |
---|---|---|---|---|---|
Private Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
29,347
shares
|
$1.48 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
Life Planning Partners, Inc
|
Jul 30, 2024 Q2 2024 |
28,950
shares
|
$1.46 Million
1.3% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
28,778
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2024
Added 2.76%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
28,643
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2024
Reduced 51.35%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
27,752
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 9.59%
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
26,900
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
26,248
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
26,158
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 13, 2024 Q2 2024 |
25,330
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2024
Added 3.71%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
23,885
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
23,255
shares
|
$1.17 Million
0.4% of portfolio
|
Q2 2024
Added 15.31%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
23,075
shares
|
$1.16 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
22,922
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.91%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
21,739
shares
|
$1.1 Million
0.8% of portfolio
|
Q2 2024
Added 24.34%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
21,728
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
21,199
shares
|
$1.07 Million
1.23% of portfolio
|
Q1 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
20,934
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 10.4%
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2024 Q2 2024 |
20,680
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
20,032
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2024
Added 154.57%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
19,355
shares
|
$976,266
0.0% of portfolio
|
Q2 2024
Reduced 10.14%
|
|
Fc Advisory LLC
|
Jul 08, 2024 Q2 2024 |
19,021
shares
|
$959,419
0.34% of portfolio
|
Q2 2024
Added 118.83%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$944,085
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
18,375
shares
|
$926,835
0.84% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
Strategic Advocates LLC
Logan, UT |
Jul 11, 2024 Q2 2024 |
18,363
shares
|
$926,229
0.36% of portfolio
|
Q2 2024
Added 2.37%
|