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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,325
shares
|
$618,961
0.07% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
12,272
shares
|
$616,299
0.0% of portfolio
|
Q1 2025
Reduced 68.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
12,131
shares
|
$609,218
0.0% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,057
shares
|
$605,502
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
12,050
shares
|
$605,151
0.49% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
12,000
shares
|
$602,640
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,971
shares
|
$601,183
0.01% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
11,719
shares
|
$588,528
0.16% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
11,680
shares
|
$586,569
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11,613
shares
|
$583,204
0.19% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
11,239
shares
|
$564,422
0.27% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
11,016
shares
|
$553,223
0.0% of portfolio
|
Q1 2025
Reduced 64.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,764
shares
|
$540,568
0.0% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
10,705
shares
|
$537,605
0.21% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,394
shares
|
$521,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,380
shares
|
$521,283
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,994
shares
|
$501,898
0.02% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
9,876
shares
|
$495,972
0.17% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,246
shares
|
$464,334
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
8,690
shares
|
$436,411
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,557
shares
|
$429,732
0.07% of portfolio
|
Q1 2025
Added 91.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,103
shares
|
$406,932
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
8,090
shares
|
$406,279
0.08% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
7,884
shares
|
$395,934
0.01% of portfolio
|
Q2 2024
Reduced 27.36%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
7,540
shares
|
$378,658
0.06% of portfolio
|
Q1 2025
Added 8.79%
|