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 |
|---|---|---|---|---|---|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
7,397
shares
|
$371,477
0.12% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,128
shares
|
$357,968
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
7,080
shares
|
$355,557
0.0% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
6,907
shares
|
$346,869
0.27% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,616
shares
|
$332,255
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
6,552
shares
|
$329,041
0.28% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,531
shares
|
$327,986
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,320
shares
|
$317,390
0.0% of portfolio
|
Q1 2025
Reduced 70.48%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,266
shares
|
$314,678
0.14% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
6,250
shares
|
$313,875
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,188
shares
|
$310,761
0.0% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,050
shares
|
$303,831
0.0% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,942
shares
|
$298,407
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$289,920
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
5,760
shares
|
$289,267
0.04% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
5,700
shares
|
$286,254
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,647
shares
|
$283,592
0.02% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,602
shares
|
$281,332
0.06% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,336
shares
|
$267,973
0.09% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,318
shares
|
$267,069
0.06% of portfolio
|
Q1 2025
Added 76.97%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,039
shares
|
$253,058
0.0% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
4,859
shares
|
$244,018
0.05% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,848
shares
|
$243,466
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,836
shares
|
$242,863
0.01% of portfolio
|
Q1 2024
Reduced 9.01%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,623
shares
|
$232,167
0.05% of portfolio
|
Q1 2025
New holding
|