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 |
|---|---|---|---|---|---|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
34,207
shares
|
$1.72 Million
1.95% of portfolio
|
Q1 2025
Reduced 36.15%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
31,711
shares
|
$1.59 Million
1.35% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
29,407
shares
|
$1.48 Million
1.45% of portfolio
|
Q1 2025
Added 57.38%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
29,347
shares
|
$1.47 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
28,930
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
28,384
shares
|
$1.43 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
28,024
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
26,819
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,779
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 367.67%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
25,949
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
25,575
shares
|
$1.28 Million
1.5% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
24,475
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
24,184
shares
|
$1.21 Million
0.39% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
24,166
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
23,454
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,411
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
23,336
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
22,792
shares
|
$1.14 Million
0.77% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,531
shares
|
$1.13 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
22,322
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
21,972
shares
|
$1.1 Million
0.34% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
20,900
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 30.87%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
20,862
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
20,271
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
19,736
shares
|
$991,141
0.02% of portfolio
|
Q1 2025
New holding
|