iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q2 2024 (June 30)235holders +2
20new positions
20sold out
1famous investor
$49.26avg. 13F price*
At the end of Q2 2024, 235 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 2 from Q1 2024. 20 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($109.2M), Ameriprise Financial Inc. ($85.1M) and UBS Group AG ($58.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.5M |
| Exits | 20 | $12.0M |
All 13F filers, Q1 2024 → Q2 2024: 2,135,616 shares bought and 1,980,540 shares sold, net +155,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.01% | Reduce -19.2% | 2,217,368 | $109.2M |
| Ameriprise Financial Inc. | 0.02% | Add +2.1% | 1,728,384 | $85.1M |
| UBS Group AG | 0.02% | Reduce -4.6% | 1,192,926 | $58.8M |
| Farmers & Merchants Investments Inc. | 1.64% | Reduce -1.1% | 1,000,099 | $49.3M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +5.3% | 937,587 | $46.2M |
| LJI Wealth Management, LLC | 9.15% | Add +8.6% | 839,649 | $41.4M |
| Bank of America Corp. | 0.00% | Add +12.3% | 836,364 | $41.2M |
| World Investment Advisors | 2.42% | Add +73.2% | 788,655 | $38.9M |
| LPL Financial LLC | 0.02% | Reduce -1.6% | 781,531 | $38.5M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 741,563 | $36.5M |
| Tiaa Trust, National Association | 0.08% | Add +2.2% | 504,976 | $24.9M |
| Royal Bank of Canada | 0.01% | Reduce -12.5% | 499,967 | $24.6M |
| Allianz Asset Management GmbH | 0.03% | Add +4.6% | 406,233 | $20.0M |
| Williams Financial, LLC | 12.29% | Reduce -0.1% | 374,730 | $18.5M |
| Creative Financial Designs Inc. | 1.57% | Add +4.5% | 356,909 | $17.6M |
| Wiser Wealth Management, Inc | 5.38% | Add +6.9% | 352,800 | $17.4M |
| River Wealth Advisors LLC | 2.35% | Reduce -1.5% | 332,838 | $16.4M |
| Greenup Street Wealth Management LLC | 3.52% | Reduce -2.2% | 303,956 | $15.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.2% | 297,770 | $14.7M |
| Bramshill Investments, LLC | 1.55% | Add +14.7% | 290,029 | $14.3M |
| Cetera Investment Advisers | 0.03% | Add +2.8% | 273,540 | $13.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.04% | Add +100.0% | 270,000 | $13.3M |
| Camden National Bank | 1.91% | Add +3.9% | 251,601 | $12.4M |
| Global Wealth Management Investment Advisory, Inc. | 2.75% | Add +1.3% | 240,364 | $11.8M |
| Partners Capital Investment Group, LLP | 0.19% | Add +3.0% | 233,618 | $11.5M |
| Renaissance Technologies | 0.02% | Reduce -27.9% | 227,900 | $11.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.21% | No change | 226,000 | $11.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.8% | 218,034 | $10.7M |
| Stifel Financial Corp. | 0.01% | Add +6.6% | 211,235 | $10.4M |
| Scotia Capital Inc. | 0.06% | Add +12.8% | 206,333 | $10.2M |
| Lido Advisors, LLC | 0.08% | Add +82.5% | 205,743 | $10.1M |
| Colonial Trust Advisors | 0.95% | Add +4.7% | 201,462 | $9.9M |
| Avantax Advisory Services, Inc. | 0.07% | Add +92.8% | 187,284 | $9.2M |
| Coombe, Bender & Co LLC | 4.99% | Add +14.3% | 172,169 | $8.5M |
| Macquarie Group Ltd. | 0.01% | Add +287.9% | 171,958 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.4% | 167,420 | $8.2M |
| Waverly Advisors, LLC | 0.16% | Add +5.7% | 164,267 | $8.1M |
| Integral Investment Advisors, Inc. | 2.93% | Add +12.7% | 161,283 | $7.9M |
| Meiji Yasuda Life Insurance Co | 0.15% | No change | 156,400 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | New | 154,466 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 150,466 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +2968.4% | 147,220 | $7.3M |
| Saiph Capital, LLC | 3.14% | Add +0.9% | 142,977 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 142,727 | $7.0M |
| Atria Investments, Inc | 0.09% | Add +8.5% | 137,223 | $6.8M |
| Sanctuary Advisors, LLC | 0.05% | — | 133,848 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.9% | 132,616 | $6.5M |
| Colonial Trust Co / SC | 1.14% | Add +12.2% | 131,174 | $6.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -1.2% | 124,473 | $6.1M |
| Sierra Capital LLC | 0.77% | Add +11.2% | 116,771 | $5.8M |
| DecisionPoint Financial, LLC | 1.84% | Add +7.4% | 110,183 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +1.5% | 110,069 | $5.4M |
| Charter Oak Capital Management, LLC | 0.54% | Reduce -3.4% | 105,203 | $5.2M |
| Probity Advisors, Inc. | 1.04% | Reduce -30.9% | 101,547 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +1.4% | 97,129 | $4.8M |
| Alterna Wealth Management, Inc. | 4.14% | Add +66.3% | 96,001 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.5% | 94,390 | $4.6M |
| Raymond James & Associates | 0.00% | Add +11.6% | 93,670 | $4.6M |
| Rosenberg Matthew Hamilton | 1.34% | Reduce -21.1% | 92,482 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +683.2% | 91,822 | $4.5M |
| Waterloo Capital, L.P. | 0.54% | Add +340.9% | 91,738 | $4.5M |
| Summit Financial, LLC | 0.20% | Reduce -1.8% | 90,503 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.24% | Reduce -6.4% | 85,476 | $4.2M |
| IPG Investment Advisors LLC | 0.87% | Add +3.7% | 80,653 | $4.0M |
| PrairieView Partners, LLC | 0.44% | Add +1.6% | 79,135 | $3.9M |
| Rockbridge Investment Management, LCC | 0.54% | Reduce -0.7% | 77,145 | $3.8M |
| Principal Securities, Inc. | 0.10% | Add +8.1% | 75,986 | $3.7M |
| Trail Ridge Investment Advisors, LLC | 1.91% | Add +1.7% | 74,839 | $3.7M |
| Ifrah Financial Services, Inc. | 0.93% | Add +2.8% | 66,434 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 59,795 | $2.9M |
| Whalen Wealth Management Inc. | 2.20% | New | 56,404 | $2.8M |
| Bank of Montreal | 0.00% | Add +5.5% | 55,517 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.0% | 52,712 | $2.6M |
| International Assets Investment Management, LLC | 0.21% | Add +8.2% | 46,250 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 46,083 | $2.3M |
| Laurel Wealth Advisors LLC | 0.38% | Reduce -1.8% | 44,595 | $2.2M |
| Comerica Bank | 0.01% | Add +180.7% | 42,826 | $2.1M |
| FinTrust Capital Advisors, LLC | 0.38% | No change | 42,720 | $2.1M |
| American Money Management, LLC | 0.45% | Reduce -1.8% | 42,662 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +98.3% | 42,202 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -10.8% | 39,042 | $1.9M |
| Fonville Wealth Management LLC | 0.75% | Reduce -0.3% | 38,268 | $1.9M |
| Curi Capital, LLC | 0.04% | Reduce -8.5% | 37,670 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.3% | 37,525 | $1.8M |
| Vista Investment Management | 0.75% | Reduce -11.1% | 37,400 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +77.9% | 37,298 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -0.4% | 36,595 | $1.8M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.0% | 35,396 | $1.7M |
| Argent Advisors, Inc. | 0.68% | Reduce -3.7% | 34,957 | $1.7M |
| Cosner Financial Group, LLC | 1.21% | Reduce -18.5% | 34,666 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 34,149 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -13.5% | 32,736 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | New | 32,154 | $1.6M |
| Old Mission Capital LLC | 0.04% | New | 31,856 | $1.6M |
| Sugar Maple Asset Management, LLC | 1.51% | Add +1.6% | 31,676 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -86.0% | 31,514 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +9.8% | 31,413 | $1.5M |
| NDWM LLC | 1.31% | Reduce -9.4% | 29,966 | $1.5M |
| Private Wealth Group, LLC | 0.76% | No change | 29,347 | $1.4M |
| Life Planning Partners, Inc | 1.29% | Reduce -4.9% | 28,950 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +2.8% | 28,778 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -51.4% | 28,643 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +9.6% | 27,752 | $1.4M |
| W1M Asset Management Ltd | 0.11% | No change | 26,900 | $1.3M |
| Compound Planning, Inc. | 0.10% | Reduce -8.3% | 26,248 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -2.3% | 26,158 | $1.3M |
| Biondo Investment Advisors, LLC | 0.18% | Add +3.7% | 25,330 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.7% | 23,885 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.40% | Add +15.3% | 23,255 | $1.1M |
| Central Pacific Bank - Trust Division | 0.14% | No change | 23,075 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -8.9% | 22,922 | $1.1M |
| Cedar Point Capital Partners, LLC | 0.80% | Add +24.3% | 21,739 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.4% | 21,728 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.1% | 19,355 | $1.1M |
| City Center Advisors, LLC | 1.23% | No change | 21,199 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.4% | 20,934 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | No change | 20,680 | $1.0M |
| Flow Traders U.S. LLC | 0.05% | Add +154.6% | 20,032 | $987K |
| FC Advisory LLC | 0.34% | Add +118.8% | 19,021 | $937K |
| 4J Wealth Management LLC | 0.75% | Reduce -7.9% | 18,375 | $905K |
| Strategic Advocates LLC | 0.36% | Add +2.4% | 18,363 | $904K |
| Stokes Family Office, LLC | 0.11% | No change | 18,325 | $903K |
| Mutual Advisors, LLC | 0.03% | Reduce -6.7% | 18,035 | $896K |
| Disciplined Investments, LLC | 0.45% | Add +0.0% | 17,230 | $849K |
| Fortis Capital Management LLC | 0.18% | Add +1.4% | 17,026 | $839K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,964 | $835K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.6% | 16,545 | $815K |
| Wolff Financial Management LLC | 0.56% | Add +0.1% | 15,437 | $760K |
| Seed Wealth Management, Inc. | 0.65% | New | 15,060 | $742K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -76.5% | 14,932 | $735K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -76.5% | 14,932 | $735K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -4.3% | 13,681 | $674K |
| AE Wealth Management LLC | 0.01% | New | 13,591 | $669K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -87.0% | 13,226 | $651K |
| Advisory Alpha, LLC | 0.03% | Reduce -3.2% | 13,044 | $642K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -5.0% | 12,552 | $618K |
| Meitav Investment House Ltd. | 0.01% | Reduce -2.3% | 12,407 | $610K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 12,127 | $597K |
| Summa Corp. | 0.29% | No change | 12,000 | $591K |
| Hoxton Planning & Management, LLC | 0.26% | Add +19.4% | 11,155 | $549K |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -61.6% | 11,145 | $549K |
| Private Wealth Management Group, LLC | 0.23% | Add +5.7% | 10,941 | $539K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -6.8% | 10,874 | $536K |
| JGP Wealth Management, LLC | 0.08% | New | 10,749 | $529K |
| Arkadios Wealth Advisors | 0.03% | New | 10,401 | $512K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -20.0% | 9,968 | $491K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.7% | 9,966 | $491K |
| Investment Advisory Group, LLC | 0.18% | Add +0.3% | 9,685 | $477K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -27.8% | 9,430 | $464K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.8% | 8,903 | $438K |
| TPG Financial Advisors, LLC | 0.21% | — | 8,827 | $435K |
| Buckhead Capital Management LLC | 0.14% | Add +3.7% | 8,418 | $415K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -3.2% | 8,115 | $400K |
| Barings LLC | 0.01% | Reduce -27.4% | 7,884 | $388K |
| Spire Wealth Management | 0.01% | Reduce -13.0% | 7,503 | $370K |
| LexAurum Advisors, LLC | 0.09% | Add +9.2% | 7,383 | $364K |
| Level Four Advisory Services, LLC | 0.02% | Add +8.5% | 7,185 | $354K |
| GeoWealth Management, LLC | 0.02% | Add +11.1% | 7,180 | $354K |
| GC Wealth Management RIA, LLC | 0.07% | Add +10.2% | 7,178 | $354K |
| MidAtlantic Capital Management, Inc. | 0.27% | Reduce -7.5% | 6,560 | $323K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,542 | $322K |
| LVZ, Inc. | 0.04% | Reduce -9.7% | 6,523 | $321K |
| RFG Advisory, LLC | 0.01% | New | 6,409 | $316K |
| Cibc World Market Inc. | 0.00% | Add +25.4% | 6,336 | $312K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 6,250 | $308K |
| 9258 Wealth Management, LLC | 0.05% | Reduce -9.4% | 6,057 | $298K |
| Citigroup Inc. | 0.00% | Add +0.0% | 5,838 | $288K |
| Weaver Consulting Group | 0.10% | Reduce -3.2% | 5,710 | $281K |
| Chesley Taft & Associates LLC | 0.01% | No change | 5,700 | $281K |
| Topel & Distasi Wealth Management, LLC | 0.12% | No change | 5,629 | $277K |
| Alhambra Investment Management LLC | 0.15% | No change | 5,534 | $273K |
| Cornell Pochily Investment Advisors, Inc. | 0.10% | Reduce -13.3% | 5,483 | $270K |
| Merit Financial Group, LLC | 0.01% | Reduce -10.5% | 5,424 | $267K |
| Independent Financial Group, LLC | 0.01% | No change | 5,311 | $262K |
| Two Sigma Securities, LLC | 0.01% | New | 5,174 | $255K |
| Kovack Advisors, Inc. | 0.03% | New | 5,120 | $252K |
| Headinvest, LLC | 0.05% | No change | 4,859 | $239K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,836 | $238K |
| Private Trust Co. NA | 0.02% | Add +21.5% | 4,600 | $227K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -20.7% | 4,519 | $223K |
| Equitable Holdings, Inc. | 0.00% | New | 4,259 | $210K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.7% | 4,236 | $209K |
| Gray Wealth Management Inc. | 0.09% | Reduce -6.5% | 4,220 | $208K |
| Lanark Financial, Inc. | 0.02% | Reduce -49.0% | 4,194 | $206K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,179 | $206K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -14.1% | 4,101 | $202K |
| NorthRock Partners, LLC | 0.01% | Reduce -76.2% | 4,096 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +157.3% | 3,865 | $190K |
| BlackRock Inc. | 0.00% | Add +0.9% | 3,786 | $186K |
| Franklin Resources Inc. | 0.00% | No change | 3,300 | $163K |
| Archer Investment Corp | 0.04% | No change | 3,058 | $151K |
| Parallel Advisors, LLC | 0.00% | No change | 2,735 | $135K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,727 | $134K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,523 | $124K |
| Proffitt & Goodson Inc. | 0.02% | No change | 2,450 | $121K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -35.8% | 2,200 | $108K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,140 | $105K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -15.8% | 2,125 | $105K |
| LRI Investments, LLC | 0.01% | No change | 1,960 | $97K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -97.1% | 1,944 | $96K |
| BNP Paribas Financial Markets | 0.00% | Add +28.1% | 1,715 | $84K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $69K |
| Blair William & Co. | 0.00% | Add +371.8% | 1,269 | $62K |
| Atlas Capital Advisors Inc. | 0.01% | New | 1,148 | $57K |
| NBT Bank, N.A. | 0.00% | Reduce -2.8% | 1,145 | $56K |
| National Bank of Canada | 0.00% | No change | 1,095 | $54K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,090 | $54K |
| FMR LLC | 0.00% | Add +578.0% | 895 | $44K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -1.9% | 815 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 755 | $37K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 632 | $31K |
| Great Lakes Retirement, Inc. | 0.00% | New | 586 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 575 | $28K |
| Larson Financial Group LLC | 0.00% | New | 373 | $18K |
| 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% | No change | 300 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -33.9% | 296 | $15K |
| Realta Investment Advisors | 0.00% | No change | 250 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 247 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 187 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 161 | $8K |
| Providence Capital Advisors, LLC | 0.00% | No change | 126 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 108 | $5K |
| New England Asset Management Inc. | 0.00% | New | 100 | $5K |
| Investors Research Corp | 0.00% | Reduce -82.5% | 92 | $5K |
| REAP Financial Group, LLC | 0.00% | Reduce -39.6% | 90 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 85 | $4K |
| Hershey Financial Advisers, LLC | 0.00% | — | 84 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 75 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 59 | $3K |
| Cwm, LLC | 0.00% | No change | 56 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.9% | 43 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 23 | $1K |
| Main Management LLC | 0.00% | Reduce -100.0% | 1 | $0 |
"% 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.