iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q3 2024 (September 30)237holders +2
16new positions
13sold out
1famous investor
$50.43avg. 13F price*
At the end of Q3 2024, 237 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 2 from Q2 2024. 16 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($111.2M), Ameriprise Financial Inc. ($92.5M) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $17.8M |
| Exits | 13 | $16.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,515,406 shares bought and 1,170,310 shares sold, net +345,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 237 holders
| Morgan Stanley | 0.01% | Reduce -0.5% | 2,205,937 | $111.2M |
| Ameriprise Financial Inc. | 0.02% | Add +6.1% | 1,833,533 | $92.5M |
| UBS Group AG | 0.02% | Add +2.3% | 1,219,793 | $61.5M |
| Farmers & Merchants Investments Inc. | 1.59% | Add +1.3% | 1,012,704 | $51.1M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +3.3% | 968,893 | $48.9M |
| LJI Wealth Management, LLC | 9.19% | Add +6.1% | 890,854 | $44.9M |
| World Investment Advisors | 1.28% | Add +2.0% | 804,475 | $40.6M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 778,012 | $39.2M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 717,864 | $36.2M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -13.5% | 641,563 | $32.4M |
| Allianz Asset Management GmbH | 0.04% | Add +24.9% | 507,393 | $25.6M |
| Tiaa Trust, National Association | 0.08% | Add +0.4% | 506,779 | $25.6M |
| Royal Bank of Canada | 0.01% | Reduce -4.9% | 475,257 | $24.0M |
| Williams Financial, LLC | 12.10% | Add +2.4% | 383,732 | $19.4M |
| Creative Financial Designs Inc. | 1.62% | Add +6.7% | 380,695 | $19.2M |
| Wiser Wealth Management, Inc | 5.16% | Add +1.1% | 356,672 | $18.0M |
| Greenup Street Wealth Management LLC | 3.48% | Add +10.0% | 334,335 | $16.9M |
| Bramshill Investments, LLC | 1.79% | Add +11.6% | 323,551 | $16.3M |
| River Wealth Advisors LLC | 2.15% | Reduce -3.7% | 320,476 | $16.2M |
| Lido Advisors, LLC | 0.11% | Add +40.6% | 289,358 | $14.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.5% | 281,301 | $14.2M |
| Camden National Bank | 1.97% | Add +8.4% | 272,746 | $13.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.93% | No change | 270,000 | $13.6M |
| Renaissance Technologies | 0.02% | Add +12.4% | 256,120 | $12.9M |
| Susquehanna International Group, LLP | 0.02% | Add +63.2% | 252,046 | $12.7M |
| Global Wealth Management Investment Advisory, Inc. | 2.70% | Add +3.3% | 248,341 | $12.5M |
| Partners Capital Investment Group, LLP | 0.19% | Add +0.3% | 234,224 | $11.8M |
| Scotia Capital Inc. | 0.06% | Add +12.8% | 232,751 | $11.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.20% | Add +1.9% | 230,229 | $11.6M |
| Colonial Trust Advisors | 0.97% | Add +10.2% | 222,033 | $11.2M |
| HighTower Advisors, LLC | 0.02% | Add +0.5% | 219,017 | $11.0M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 213,906 | $10.8M |
| Invesco Ltd. | 0.00% | New | 190,250 | $9.6M |
| Cetera Investment Advisers | 0.02% | Reduce -32.3% | 185,138 | $9.3M |
| Integral Investment Advisors, Inc. | 2.46% | Add +11.0% | 179,019 | $9.0M |
| Waterloo Capital, L.P. | 0.96% | Add +89.8% | 174,092 | $8.8M |
| Macquarie Group Ltd. | 0.01% | No change | 171,958 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 167,863 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -11.4% | 165,933 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +9.0% | 155,625 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.7% | 146,418 | $7.4M |
| Colonial Trust Co / SC | 1.11% | Add +8.4% | 142,202 | $7.2M |
| Saiph Capital, LLC | 3.36% | Reduce -1.0% | 141,570 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +203.3% | 139,749 | $7.0M |
| Summit Financial, LLC | 0.27% | Add +51.9% | 137,494 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.0% | 132,631 | $6.7M |
| Atria Investments, Inc | 0.08% | Reduce -3.4% | 132,553 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.7% | 127,536 | $6.3M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.4% | 121,511 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +3.0% | 113,401 | $5.7M |
| Alterna Wealth Management, Inc. | 5.04% | Add +16.0% | 111,366 | $5.6M |
| DecisionPoint Financial, LLC | 1.74% | Reduce -1.0% | 109,079 | $5.5M |
| Rosenberg Matthew Hamilton | 1.42% | Add +16.5% | 107,720 | $5.4M |
| NewEdge Advisors, LLC | 0.03% | Add +12.8% | 103,578 | $5.2M |
| Charter Oak Capital Management, LLC | 0.48% | Reduce -2.6% | 102,503 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Add +5.5% | 102,429 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 95,178 | $4.8M |
| Waverly Advisors, LLC | 0.09% | Reduce -42.1% | 95,032 | $4.8M |
| Sierra Capital LLC | 0.56% | Reduce -20.0% | 93,436 | $4.7M |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 93,094 | $4.7M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -4.2% | 81,926 | $4.1M |
| IPG Investment Advisors LLC | 0.90% | Add +1.1% | 81,513 | $4.1M |
| Trail Ridge Investment Advisors, LLC | 1.91% | Add +7.5% | 80,432 | $4.0M |
| Principal Securities, Inc. | 0.09% | Reduce -0.9% | 75,266 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -49.3% | 74,601 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +65.5% | 69,826 | $3.5M |
| Pitcairn Co. | 0.21% | New | 69,603 | $3.5M |
| Ifrah Financial Services, Inc. | 0.93% | Add +3.3% | 68,615 | $3.5M |
| PrairieView Partners, LLC | 0.36% | Reduce -13.9% | 68,106 | $3.4M |
| Probity Advisors, Inc. | 0.66% | Reduce -33.0% | 68,043 | $3.4M |
| Rockbridge Investment Management, LCC | 0.44% | Reduce -13.1% | 67,063 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.7% | 66,194 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.4% | 56,065 | $2.8M |
| Whalen Wealth Management Inc. | 1.77% | Reduce -11.8% | 49,747 | $2.5M |
| Laurel Wealth Advisors LLC | 0.35% | Reduce -2.9% | 43,314 | $2.2M |
| Comerica Bank | 0.01% | Reduce -0.6% | 42,585 | $2.1M |
| FinTrust Capital Advisors, LLC | 0.35% | Reduce -4.7% | 40,709 | $2.1M |
| American Money Management, LLC | 0.40% | Reduce -6.9% | 39,722 | $2.0M |
| Fonville Wealth Management LLC | 0.68% | Add +2.5% | 39,213 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +4.1% | 38,098 | $1.9M |
| Vista Investment Management | 0.71% | Reduce -0.1% | 37,358 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 36,851 | $1.9M |
| Argent Advisors, Inc. | 0.69% | Add +4.8% | 36,648 | $1.8M |
| Curi Capital, LLC | 0.04% | Reduce -2.8% | 36,606 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.0% | 35,056 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -11.2% | 34,688 | $1.7M |
| Cosner Financial Group, LLC | 1.13% | No change | 34,666 | $1.7M |
| Ameritas Advisory Services, LLC | 0.08% | Add +9.9% | 34,540 | $1.7M |
| Sugar Maple Asset Management, LLC | 1.40% | Add +0.9% | 31,976 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | No change | 32,154 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -4.3% | 31,333 | $1.6M |
| Life Planning Partners, Inc | 1.32% | Add +1.6% | 29,411 | $1.5M |
| Private Wealth Group, LLC | 0.74% | No change | 29,347 | $1.5M |
| NDWM LLC | 1.21% | Reduce -2.9% | 29,089 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +3.3% | 28,669 | $1.4M |
| W1M Asset Management Ltd | 0.11% | No change | 26,900 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -52.2% | 26,526 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +76.1% | 26,297 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +76.1% | 26,297 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -1.2% | 25,838 | $1.3M |
"% 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.