iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q1 2024 (March 31)233holders
1famous investor
$49.22avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings. The largest holders were Morgan Stanley ($135.0M), Ameriprise Financial Inc. ($83.3M) and UBS Group AG ($61.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 0-5 YR Inv GRD Corp.
- CUSIP
- 46434V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.1M |
| Exits | 27 | $47.4M |
Ownership 233 holders
| Morgan Stanley | 0.01% | Reduce -8.9% | 2,743,678 | $135.0M |
| Ameriprise Financial Inc. | 0.02% | Add +2.2% | 1,692,943 | $83.3M |
| UBS Group AG | 0.02% | Add +12.0% | 1,250,159 | $61.5M |
| Farmers & Merchants Investments Inc. | 1.68% | Add +0.2% | 1,011,062 | $49.8M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +40.5% | 890,612 | $43.8M |
| LPL Financial LLC | 0.02% | Add +4.1% | 794,284 | $39.1M |
| LJI Wealth Management, LLC | 9.85% | Add +5.3% | 773,334 | $38.1M |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 744,774 | $36.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +143.7% | 741,563 | $36.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.5% | 571,653 | $28.1M |
| Tiaa Trust, National Association | 0.07% | Reduce -7.9% | 494,105 | $24.3M |
| World Investment Advisors | 3.21% | Reduce -34.0% | 455,446 | $22.4M |
| Allianz Asset Management GmbH | 0.03% | Reduce -10.5% | 388,503 | $19.1M |
| Williams Financial, LLC | 12.29% | New | 375,165 | $18.5M |
| Creative Financial Designs Inc. | 1.59% | Add +8.2% | 341,668 | $16.8M |
| River Wealth Advisors LLC | 2.42% | Reduce -3.4% | 337,924 | $16.6M |
| Wiser Wealth Management, Inc | 5.33% | Add +4.7% | 330,082 | $16.2M |
| Renaissance Technologies | 0.02% | Reduce -7.6% | 316,230 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.1% | 313,940 | $15.5M |
| Greenup Street Wealth Management LLC | 3.84% | Add +14.6% | 310,859 | $15.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.4% | 285,599 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +155.6% | 266,197 | $13.1M |
| Bramshill Investments, LLC | 1.47% | Add +20.7% | 252,794 | $12.4M |
| Camden National Bank | 2.10% | Add +0.1% | 242,186 | $11.9M |
| Global Wealth Management Investment Advisory, Inc. | 2.86% | Add +3.3% | 237,283 | $11.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -35.5% | 231,521 | $11.4M |
| Partners Capital Investment Group, LLP | 0.33% | Reduce -19.9% | 226,698 | $11.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.22% | Add +82.3% | 226,000 | $11.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +6.2% | 224,555 | $11.1M |
| Stifel Financial Corp. | 0.01% | Add +38.8% | 198,232 | $9.8M |
| Colonial Trust Advisors | 0.94% | Add +9.9% | 192,400 | $9.5M |
| Scotia Capital Inc. | 0.05% | Add +33.6% | 182,973 | $9.0M |
| Meiji Yasuda Life Insurance Co | 0.16% | No change | 156,400 | $7.7M |
| Waverly Advisors, LLC | 0.18% | New | 155,373 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 155,116 | $7.6M |
| Coombe, Bender & Co LLC | 4.51% | Add +22.2% | 150,655 | $7.4M |
| Probity Advisors, Inc. | 1.50% | Reduce -57.5% | 146,955 | $7.2M |
| Integral Investment Advisors, Inc. | 2.92% | Add +3.4% | 143,162 | $7.1M |
| Saiph Capital, LLC | 3.24% | Add +4.8% | 141,678 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -30.6% | 138,572 | $6.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.54% | No change | 135,000 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.0% | 133,770 | $6.6M |
| Main Management LLC | 0.56% | Add +4.5% | 132,239 | $6.5M |
| Atria Investments, Inc | 0.09% | Add +98.7% | 126,429 | $6.2M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -2.1% | 125,948 | $6.2M |
| Colonial Trust Co / SC | 1.08% | Add +8.9% | 116,883 | $5.8M |
| Rosenberg Matthew Hamilton | 1.66% | Reduce -0.9% | 117,145 | $5.7M |
| Lido Advisors, LLC | 0.05% | Add +55.0% | 112,732 | $5.5M |
| Charter Oak Capital Management, LLC | 0.57% | Reduce -12.0% | 108,907 | $5.4M |
| MML Investors Services, LLC | 0.02% | Reduce -2.3% | 108,480 | $5.3M |
| Sierra Capital LLC | 0.68% | Add +37.7% | 105,036 | $5.2M |
| DecisionPoint Financial, LLC | 2.00% | Reduce -0.1% | 102,554 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +5.1% | 101,754 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.7% | 100,939 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +261.5% | 97,341 | $4.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -13.7% | 97,129 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Add +804.7% | 95,768 | $4.7M |
| Summit Financial, LLC | 0.27% | Reduce -14.9% | 92,203 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.25% | Reduce -0.5% | 91,300 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 83,900 | $4.1M |
| PrairieView Partners, LLC | 0.44% | Add +1.6% | 77,903 | $3.8M |
| IPG Investment Advisors LLC | 0.84% | Add +7.4% | 77,761 | $3.8M |
| Rockbridge Investment Management, LCC | 0.56% | Reduce -2.8% | 77,656 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 2.05% | Add +103.7% | 73,557 | $3.6M |
| Principal Securities, Inc. | 0.11% | Add +9.8% | 70,301 | $3.5M |
| Concourse Financial Group Securities, Inc. | 0.21% | Add +5.5% | 67,140 | $3.3M |
| Ifrah Financial Services, Inc. | 0.89% | Add +4.9% | 64,655 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.5% | 63,481 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +12.5% | 63,481 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 60,758 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -11.7% | 58,878 | $2.9M |
| Alterna Wealth Management, Inc. | 2.30% | Add +3.0% | 57,732 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.1% | 53,808 | $2.6M |
| Bank of Montreal | 0.00% | Add +3.4% | 52,633 | $2.6M |
| Laurel Wealth Advisors LLC | 0.38% | Reduce -2.2% | 45,430 | $2.2M |
| Macquarie Group Ltd. | 0.00% | Add +24.9% | 44,327 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.0% | 44,196 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -19.4% | 43,755 | $2.2M |
| American Money Management, LLC | 0.45% | Reduce -3.7% | 43,431 | $2.1M |
| FinTrust Capital Advisors, LLC | 0.41% | Reduce -5.3% | 42,720 | $2.1M |
| International Assets Investment Management, LLC | 0.22% | Reduce -3.1% | 42,766 | $2.1M |
| Cosner Financial Group, LLC | 1.50% | No change | 42,541 | $2.1M |
| Vista Investment Management | 0.84% | Reduce -0.7% | 42,047 | $2.1M |
| Curi Capital, LLC | 0.05% | New | 41,184 | $2.0M |
| Composition Wealth, LLC | 0.05% | Reduce -0.0% | 39,145 | $1.9M |
| Fonville Wealth Management LLC | 0.84% | Add +3.8% | 38,396 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Reduce -11.4% | 37,826 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 36,732 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -5.7% | 35,758 | $1.8M |
| Argent Advisors, Inc. | 0.71% | Add +4.7% | 36,305 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 35,647 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -16.8% | 34,486 | $1.7M |
| NDWM LLC | 1.48% | Reduce -6.7% | 33,059 | $1.6M |
| Sugar Maple Asset Management, LLC | 1.48% | — | 31,173 | $1.5M |
| Life Planning Partners, Inc | 1.49% | Reduce -0.3% | 30,443 | $1.5M |
| Private Wealth Group, LLC | 0.75% | No change | 29,347 | $1.4M |
| Advocacy Wealth Management, LLC | 0.12% | Reduce -97.1% | 29,045 | $1.4M |
| Compound Planning, Inc. | 0.13% | Reduce -0.0% | 28,613 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +46.7% | 28,602 | $1.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +4.5% | 28,004 | $1.4M |
| W1M Asset Management Ltd | 0.10% | New | 26,900 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.16% | Reduce -6.7% | 26,765 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -7.7% | 25,324 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -4.6% | 25,163 | $1.2M |
| Laffer Tengler Investments, Inc. | 0.40% | Add +6.3% | 24,709 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.6% | 24,557 | $1.2M |
| Biondo Investment Advisors, LLC | 0.19% | Add +2.1% | 24,425 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -52.6% | 24,239 | $1.2M |
| Central Pacific Bank - Trust Division | 0.15% | — | 23,075 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -8.5% | 21,540 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -21.8% | 21,276 | $1.0M |
| City Center Advisors, LLC | 1.23% | — | 21,199 | $1.0M |
| Heritage Wealth Management, LLC | 0.53% | Reduce -0.5% | 21,100 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 20,968 | $1.0M |
| Waterloo Capital, L.P. | 0.13% | New | 20,807 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | No change | 20,680 | $1.0M |
| Garden State Investment Advisory Services LLC | 0.36% | Add +7.0% | 20,167 | $993K |
| 4J Wealth Management LLC | 0.85% | Add +0.6% | 19,955 | $982K |
| Mutual Advisors, LLC | 0.03% | Add +5.6% | 19,338 | $952K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.1% | 18,962 | $933K |
| Stokes Family Office, LLC | 0.11% | No change | 18,325 | $902K |
| Strategic Advocates LLC | 0.34% | Add +4.5% | 17,937 | $883K |
| Cedar Point Capital Partners, LLC | 0.65% | Add +0.9% | 17,484 | $861K |
| Disciplined Investments, LLC | 0.46% | Reduce -16.4% | 17,225 | $848K |
| NorthRock Partners, LLC | 0.03% | Add +37.1% | 17,221 | $848K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,964 | $832K |
| Fortis Capital Management LLC | 0.22% | Add +124.5% | 16,800 | $827K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.4% | 15,526 | $764K |
| Wolff Financial Management LLC | 0.22% | Add +0.5% | 15,417 | $759K |
| Comerica Bank | 0.00% | Reduce -15.7% | 15,259 | $751K |
| Foundations Investment Advisors, LLC | 0.02% | Add +5.8% | 14,299 | $704K |
| Advisory Alpha, LLC | 0.03% | Reduce -7.3% | 13,475 | $663K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -5.4% | 13,212 | $650K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 13,057 | $643K |
| Imprint Wealth LLC | 0.16% | New | 13,117 | $643K |
| Meitav Investment House Ltd. | 0.01% | Reduce -4.4% | 12,697 | $624K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +7.0% | 12,466 | $598K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.7% | 12,129 | $597K |
| Summa Corp. | 0.32% | No change | 12,000 | $591K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.5% | 11,724 | $577K |
| Tortoise Investment Management, LLC | 0.07% | Add +7.4% | 11,674 | $575K |
| Barings LLC | 0.01% | No change | 10,854 | $534K |
| True Link Financial Advisors, LLC | 0.05% | No change | 10,815 | $532K |
| Private Wealth Management Group, LLC | 0.23% | Reduce -47.2% | 10,352 | $510K |
| Investment Advisory Group, LLC | 0.20% | Add +4.3% | 9,655 | $475K |
| Hoxton Planning & Management, LLC | 0.22% | Add +3.4% | 9,343 | $460K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.7% | 8,763 | $431K |
| FC Advisory LLC | 0.16% | Add +5.0% | 8,692 | $428K |
| Spire Wealth Management | 0.01% | Reduce -15.1% | 8,628 | $425K |
| Lanark Financial, Inc. | 0.04% | Reduce -24.8% | 8,227 | $414K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Add +0.6% | 8,385 | $413K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.7% | 8,261 | $407K |
| Buckhead Capital Management LLC | 0.14% | Add +7.4% | 8,117 | $400K |
| Flow Traders U.S. LLC | 0.02% | Add +3.5% | 7,869 | $387K |
| LVZ, Inc. | 0.05% | Reduce -1.7% | 7,224 | $356K |
| MidAtlantic Capital Management, Inc. | 0.31% | Reduce -0.5% | 7,089 | $349K |
| LexAurum Advisors, LLC | 0.08% | Reduce -7.0% | 6,760 | $333K |
| 9258 Wealth Management, LLC | 0.05% | No change | 6,686 | $329K |
| Level Four Advisory Services, LLC | 0.02% | No change | 6,620 | $326K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,542 | $322K |
| GC Wealth Management RIA, LLC | 0.06% | Add +33.8% | 6,514 | $321K |
| GeoWealth Management, LLC | 0.01% | Add +8.0% | 6,464 | $318K |
| Delta Wealth Advisors LLC | 0.32% | — | 6,384 | $314K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | Reduce -4.1% | 6,328 | $311K |
| Fortis Capital Advisors, LLC | 0.13% | Add +0.6% | 6,321 | $311K |
| Belpointe Asset Management LLC | 0.02% | Add +0.6% | 6,321 | $311K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 6,250 | $308K |
| Merit Financial Group, LLC | 0.01% | Reduce -25.7% | 6,060 | $297K |
| Weaver Consulting Group | 0.11% | Reduce -12.0% | 5,897 | $290K |
| Sigma Planning Corp | 0.01% | New | 5,869 | $289K |
| Citigroup Inc. | 0.00% | Add +2.8% | 5,837 | $287K |
| Chesley Taft & Associates LLC | 0.01% | New | 5,700 | $281K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.0% | 5,699 | $280K |
| Topel & Distasi Wealth Management, LLC | 0.12% | Add +3.3% | 5,629 | $277K |
| Petix & Botte Co | 0.07% | New | 5,629 | $277K |
| Alhambra Investment Management LLC | 0.15% | Reduce -3.5% | 5,534 | $272K |
| Regal Investment Advisors LLC | 0.02% | Reduce -44.4% | 5,489 | $270K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.1% | 5,311 | $261K |
| Cibc World Market Inc. | 0.00% | Add +5.0% | 5,051 | $249K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -27.1% | 4,966 | $244K |
| Headinvest, LLC | 0.05% | No change | 4,859 | $239K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.0% | 4,836 | $238K |
| Jane Street Group, LLC | 0.00% | Reduce -97.6% | 4,798 | $236K |
| Hartline Investment Corp./ | 0.04% | New | 4,775 | $235K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -15.8% | 4,775 | $235K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.3% | 4,589 | $226K |
| Gray Wealth Management Inc. | 0.10% | Reduce -9.3% | 4,514 | $222K |
| Integrated Advisors Network LLC | 0.01% | New | 4,148 | $204K |
| Private Trust Co. NA | 0.02% | No change | 3,786 | $186K |
| BlackRock Inc. | 0.00% | Reduce -19.0% | 3,752 | $185K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | No change | 3,425 | $169K |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 3,300 | $162K |
| Retirement Group, LLC | 0.06% | No change | 3,150 | $155K |
| Archer Investment Corp | 0.05% | Reduce -4.7% | 3,058 | $151K |
| Parallel Advisors, LLC | 0.00% | No change | 2,735 | $135K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,727 | $134K |
| Pittenger & Anderson Inc. | 0.01% | No change | 2,525 | $124K |
| Proffitt & Goodson Inc. | 0.02% | New | 2,450 | $121K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,140 | $105K |
| LRI Investments, LLC | 0.02% | — | 1,960 | $96K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,502 | $74K |
| Clearstead Advisors, LLC | 0.00% | Add +160.2% | 1,400 | $69K |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.5% | 1,339 | $66K |
| NBT Bank, N.A. | 0.00% | No change | 1,178 | $58K |
| National Bank of Canada | 0.00% | Add +25.1% | 1,095 | $54K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,090 | $54K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 831 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 755 | $37K |
| Christopher J. Hasenberg, Inc | 0.02% | New | 632 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +228.6% | 575 | $28K |
| Investors Research Corp | 0.01% | No change | 525 | $26K |
| Macroview Investment Management LLC | 0.03% | Add +0.6% | 504 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +51.4% | 448 | $22K |
| GoalVest Advisory LLC | 0.01% | No change | 444 | $22K |
| Thompson Investment Management, Inc. | 0.00% | No change | 354 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 339 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -32.6% | 300 | $15K |
| Avior Wealth Management, LLC | 0.00% | New | 275 | $14K |
| Blair William & Co. | 0.00% | No change | 269 | $13K |
| Realta Investment Advisors | 0.00% | New | 250 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 187 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | New | 161 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +63.7% | 149 | $7K |
| FMR LLC | 0.00% | Reduce -93.2% | 132 | $6K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -25.4% | 126 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.8% | 100 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.5% | 78 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 75 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -94.7% | 65 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.7% | 59 | $3K |
| Cwm, LLC | 0.00% | Add +166.7% | 56 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 37 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 23 | $1K |
"% of holder's portfolio" is SLQD's weight in each manager's 13F, not the share of iShares 0-5 YR Inv GRD Corp. the manager owns.