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 |
---|---|---|---|---|---|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
18,325
shares
|
$924,313
0.11% of portfolio
|
Q4 2023
Reduced 18.41%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
18,035
shares
|
$909,685
0.03% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
17,230
shares
|
$869,081
0.47% of portfolio
|
Q2 2024
Added 0.03%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
17,026
shares
|
$858,791
0.18% of portfolio
|
Q2 2024
Added 1.35%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
17,007
shares
|
$857,833
0.05% of portfolio
|
Q3 2022
Reduced 17.47%
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
16,964
shares
|
$855,664
0.09% of portfolio
|
Q1 2022
Reduced 59.16%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
16,545
shares
|
$834,529
0.0% of portfolio
|
Q2 2024
Added 6.56%
|
|
Wolff Financial Management LLC
|
Jul 18, 2024 Q2 2024 |
15,437
shares
|
$778,642
0.56% of portfolio
|
Q2 2024
Added 0.13%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
15,060
shares
|
$759,626
0.65% of portfolio
|
Q2 2024
New holding
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
14,932
shares
|
$753,170
0.01% of portfolio
|
Q2 2024
Reduced 76.48%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
13,681
shares
|
$690,069
0.02% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
13,591
shares
|
$685,530
0.01% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,226
shares
|
$667,119
0.01% of portfolio
|
Q2 2024
Reduced 87.0%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,117
shares
|
$661,621
0.16% of portfolio
|
Q1 2024
New holding
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
13,044
shares
|
$657,939
0.03% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
12,407
shares
|
$625,809
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$621,673
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
12,127
shares
|
$611,685
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Summa Corp.
Tomball, TX |
Jul 30, 2024 Q2 2024 |
12,000
shares
|
$605,280
0.29% of portfolio
|
Q4 2023
New holding
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Jul 18, 2024 Q2 2024 |
11,155
shares
|
$562,658
0.26% of portfolio
|
Q2 2024
Added 19.39%
|
|
Advocacy Wealth Management Services, LLC
|
Jul 10, 2024 Q2 2024 |
11,145
shares
|
$562,153
0.05% of portfolio
|
Q2 2024
Reduced 61.63%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
10,941
shares
|
$551,864
0.23% of portfolio
|
Q2 2024
Added 5.69%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
10,874
shares
|
$548,484
0.06% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
Jgp Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
10,749
shares
|
$542,179
0.08% of portfolio
|
Q2 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
10,401
shares
|
$524,626
0.04% of portfolio
|
Q2 2024
New holding
|