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 |
| Biondo Investment Advisors, LLC | 0.18% | Reduce -0.0% | 25,325 | $1.3M |
| Central Pacific Bank - Trust Division | 0.16% | Add +1.8% | 23,489 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.38% | Reduce -0.1% | 23,238 | $1.2M |
| Cedar Point Capital Partners, LLC | 0.79% | Add +4.7% | 22,766 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.5% | 22,514 | $1.1M |
| Beaird Harris Wealth Management, LLC | 0.10% | New | 21,655 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 18,170 | $1.1M |
| City Center Advisors, LLC | 1.20% | Add +0.9% | 21,388 | $1.1M |
| Prelude Capital Management, LLC | 0.08% | New | 20,850 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | No change | 20,680 | $1.0M |
| FC Advisory LLC | 0.33% | Add +1.5% | 19,303 | $973K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -18.7% | 18,639 | $940K |
| Corient Private Wealth LP | 0.00% | Reduce -47.1% | 18,079 | $912K |
| Stokes Family Office, LLC | 0.10% | Reduce -2.2% | 17,917 | $904K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.5% | 17,768 | $888K |
| Fortis Capital Management LLC | 0.17% | Add +1.1% | 17,212 | $868K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,964 | $855K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -30.9% | 16,500 | $832K |
| Rehmann Capital Advisory Group | 0.05% | Add +31.3% | 16,482 | $831K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 16,471 | $831K |
| Wolff Financial Management LLC | 0.21% | Add +0.8% | 15,559 | $785K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -58.8% | 15,387 | $776K |
| Strategic Advocates LLC | 0.28% | Reduce -16.5% | 15,327 | $773K |
| 4J Wealth Management LLC | 0.60% | Reduce -16.6% | 15,316 | $772K |
| Seed Wealth Management, Inc. | 0.61% | No change | 15,060 | $759K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.7% | 15,060 | $759K |
| Meitav Investment House Ltd. | 0.01% | Add +12.9% | 14,012 | $705K |
| Disciplined Investments, LLC | 0.34% | Reduce -21.6% | 13,505 | $681K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.9% | 13,424 | $677K |
| Advisory Alpha, LLC | 0.02% | No change | 13,044 | $658K |
| Compound Planning, Inc. | 0.04% | Reduce -51.4% | 12,767 | $644K |
| Arkadios Wealth Advisors | 0.04% | Add +22.5% | 12,738 | $642K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.9% | 12,710 | $641K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -60.4% | 12,479 | $629K |
| JGP Wealth Management, LLC | 0.08% | Add +14.9% | 12,347 | $623K |
| Voisard Asset Management Group, Inc. | 0.26% | New | 12,300 | $620K |
| Summa Corp. | 0.29% | No change | 12,000 | $605K |
| Integrated Wealth Concepts LLC | 0.01% | Add +19.0% | 11,858 | $598K |
| Private Wealth Management Group, LLC | 0.23% | Add +7.5% | 11,758 | $593K |
| Hoxton Planning & Management, LLC | 0.21% | Reduce -2.0% | 10,933 | $551K |
| Investment Advisory Group, LLC | 0.17% | No change | 9,685 | $488K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.4% | 9,527 | $480K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.3% | 9,281 | $468K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -23.0% | 8,374 | $422K |
| Buckhead Capital Management LLC | 0.13% | Reduce -0.8% | 8,355 | $421K |
| TPG Financial Advisors, LLC | 0.18% | Reduce -7.9% | 8,128 | $410K |
| Janney Montgomery Scott LLC | 0.00% | Add +94.1% | 8,113 | $409K |
| GeoWealth Management, LLC | 0.01% | Add +12.4% | 8,069 | $407K |
| GC Wealth Management RIA, LLC | 0.07% | Add +12.4% | 8,067 | $407K |
| Barings LLC | 0.01% | No change | 7,884 | $398K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Reduce -4.9% | 7,715 | $389K |
| Cibc World Market Inc. | 0.00% | Add +19.6% | 7,579 | $382K |
| Savant Capital, LLC | 0.00% | New | 7,548 | $381K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -21.1% | 7,438 | $375K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.2% | 7,268 | $363K |
| Tru Independence Asset Management 2, LLC | 0.29% | — | 6,827 | $344K |
| Spire Wealth Management | 0.01% | Reduce -11.8% | 6,616 | $334K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,542 | $330K |
| MidAtlantic Capital Management, Inc. | 0.23% | Reduce -3.4% | 6,340 | $320K |
| LexAurum Advisors, LLC | 0.07% | Reduce -15.2% | 6,260 | $316K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 6,250 | $315K |
| First American Trust, FSB | 0.03% | New | 6,142 | $310K |
| Good Life Advisors, LLC | 0.02% | New | 6,084 | $307K |
| D.A. Davidson & Co. | 0.00% | New | 5,984 | $302K |
| Independent Financial Group, LLC | 0.01% | Add +12.2% | 5,961 | $301K |
| LVZ, Inc. | 0.04% | Reduce -9.9% | 5,878 | $296K |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 5,831 | $294K |
| 9258 Wealth Management, LLC | 0.04% | Reduce -4.7% | 5,773 | $291K |
| Chesley Taft & Associates LLC | 0.01% | No change | 5,700 | $287K |
| Weaver Consulting Group | 0.09% | Reduce -2.1% | 5,589 | $282K |
| Alhambra Investment Management LLC | 0.14% | No change | 5,534 | $279K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -55.1% | 5,449 | $274K |
| Merit Financial Group, LLC | 0.01% | No change | 5,424 | $274K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -51.5% | 5,402 | $272K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Reduce -2.9% | 5,326 | $269K |
| Kovack Advisors, Inc. | 0.03% | No change | 5,120 | $258K |
| Eldridge Investment Advisors, Inc. | 0.06% | New | 5,104 | $257K |
| Topel & Distasi Wealth Management, LLC | 0.10% | Reduce -13.1% | 4,894 | $247K |
| Headinvest, LLC | 0.05% | No change | 4,859 | $245K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,836 | $244K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.0% | 4,520 | $228K |
| Equitable Holdings, Inc. | 0.00% | Add +3.8% | 4,419 | $223K |
| Private Trust Co. NA | 0.02% | Reduce -4.6% | 4,390 | $221K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.9% | 4,138 | $209K |
| Gray Wealth Management Inc. | 0.08% | Reduce -2.5% | 4,113 | $207K |
| Stratos Investment Management, LLC | 0.01% | New | 3,976 | $201K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.8% | 3,816 | $192K |
| Harbour Investments, Inc. | 0.01% | Reduce -16.9% | 3,521 | $178K |
| Franklin Resources Inc. | 0.00% | No change | 3,300 | $165K |
| Archer Investment Corp | 0.04% | No change | 3,058 | $154K |
| Parallel Advisors, LLC | 0.00% | No change | 2,735 | $138K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,727 | $138K |
| BNP Paribas Financial Markets | 0.00% | Add +58.7% | 2,721 | $137K |
| Global Retirement Partners, LLC | 0.00% | Add +25.6% | 2,687 | $136K |
| MRP Capital Investments, LLC | 0.12% | New | 2,590 | $131K |
| Proffitt & Goodson Inc. | 0.02% | No change | 2,450 | $124K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,125 | $107K |
| Lanark Financial, Inc. | 0.01% | Reduce -51.6% | 2,029 | $102K |
| LRI Investments, LLC | 0.01% | No change | 1,960 | $98K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -64.0% | 1,393 | $70K |
| National Bank of Canada | 0.00% | Add +20.1% | 1,315 | $66K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -40.9% | 1,300 | $66K |
| Blair William & Co. | 0.00% | No change | 1,269 | $64K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -39.3% | 1,181 | $60K |
| NBT Bank, N.A. | 0.00% | No change | 1,145 | $58K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,090 | $55K |
| Jones Financial Companies LLLP | 0.00% | Add +315.8% | 1,027 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.6% | 918 | $46K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 815 | $41K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 632 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 575 | $29K |
| Ancora Advisors LLC | 0.00% | New | 501 | $25K |
| HM Payson & Co. | 0.00% | New | 500 | $25K |
| Thompson Investment Management, Inc. | 0.00% | No change | 354 | $18K |
| Castleview Partners, LLC | 0.01% | No change | 339 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 296 | $15K |
| Realta Investment Advisors | 0.01% | No change | 250 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -33.3% | 200 | $10K |
| FMR LLC | 0.00% | Reduce -78.3% | 194 | $10K |
| Larson Financial Group LLC | 0.00% | Reduce -48.5% | 192 | $10K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 187 | $9K |
| Bangor Savings Bank | 0.00% | New | 175 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -36.6% | 102 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Investors Research Corp | 0.00% | No change | 92 | $5K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -30.2% | 88 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 85 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 75 | $4K |
| Peterson Financial Group, Inc. | 0.01% | New | 62 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.7% | 60 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -33.3% | 60 | $3K |
| Cwm, LLC | 0.00% | No change | 56 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 43 | $2K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 37 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 23 | $1K |
| Main Management LLC | 0.00% | No change | 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.