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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,727
shares
|
$135,395
0.01% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,687
shares
|
$133,409
0.0% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
2,590
shares
|
$128,593
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
2,450
shares
|
$121,642
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
2,125
shares
|
$105,506
0.0% of portfolio
|
Q2 2024
Reduced 15.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,029
shares
|
$100,739
0.01% of portfolio
|
Q3 2024
Reduced 51.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,960
shares
|
$97,314
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$69,510
0.0% of portfolio
|
Q1 2024
Added 160.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,393
shares
|
$69,162
0.0% of portfolio
|
Q3 2024
Reduced 63.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,315
shares
|
$65,289
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,300
shares
|
$64,545
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,269
shares
|
$63,005
0.0% of portfolio
|
Q2 2024
Added 371.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,181
shares
|
$58,636
0.0% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,145
shares
|
$56,849
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,090
shares
|
$54,118
0.0% of portfolio
|
Q1 2023
Reduced 13.9%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,027
shares
|
$50,990
0.0% of portfolio
|
Q3 2024
Added 315.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
918
shares
|
$45,578
0.0% of portfolio
|
Q3 2024
Added 21.59%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
815
shares
|
$40,464
0.03% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
632
shares
|
$31,378
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
575
shares
|
$28,548
0.0% of portfolio
|
Q1 2024
Added 228.57%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
501
shares
|
$24,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
500
shares
|
$24,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
354
shares
|
$17,576
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
339
shares
|
$16,831
0.01% of portfolio
|
Q3 2022
Reduced 14.18%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
296
shares
|
$14,696
0.0% of portfolio
|
Q2 2024
Reduced 33.93%
|