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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
26,526
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
26,297
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 76.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
25,838
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
25,325
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
23,489
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
23,238
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
22,766
shares
|
$1.13 Million
0.79% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.12 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
22,514
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
21,655
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
21,388
shares
|
$1.06 Million
1.2% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,850
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
20,680
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
19,303
shares
|
$958,393
0.33% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,717
shares
|
$929,299
0.04% of portfolio
|
Q2 2020
Reduced 77.06%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
18,639
shares
|
$925,426
0.08% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
18,170
shares
|
$902,140
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,079
shares
|
$897,622
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
17,917
shares
|
$889,579
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,768
shares
|
$882,181
0.03% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
17,212
shares
|
$854,575
0.18% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$844,397
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,964
shares
|
$842,262
0.09% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
16,500
shares
|
$819,225
0.01% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
16,471
shares
|
$817,785
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|