iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q4 2024 (December 31)247holders +10
18new positions
16sold out
1famous investor
$49.72avg. 13F price*
At the end of Q4 2024, 247 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 10 from Q3 2024. 18 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($115.7M), UBS Group AG ($54.4M) and LJI Wealth Management, LLC ($53.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $55.1M |
| Exits | 16 | $16.1M |
All 13F filers, Q3 2024 → Q4 2024: 3,319,689 shares bought and 2,590,160 shares sold, net +729,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| Morgan Stanley | 0.01% | Add +5.5% | 2,326,509 | $115.7M |
| UBS Group AG | 0.01% | Reduce -10.4% | 1,092,837 | $54.4M |
| LJI Wealth Management, LLC | 10.53% | Add +20.6% | 1,074,587 | $53.4M |
| Raymond James Financial Inc. | 0.02% | — | 1,064,274 | $52.9M |
| Farmers & Merchants Investments Inc. | 1.64% | Add +3.6% | 1,049,110 | $52.2M |
| LPL Financial LLC | 0.02% | Add +30.7% | 1,016,824 | $50.6M |
| World Investment Advisors | 1.14% | Add +4.0% | 837,032 | $41.6M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +30.2% | 835,389 | $41.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -55.9% | 807,784 | $40.2M |
| MAI Capital Management | 0.30% | New | 802,146 | $39.9M |
| Bank of America Corp. | 0.00% | Add +0.6% | 721,959 | $35.9M |
| Greenup Street Wealth Management LLC | 6.24% | Add +88.9% | 631,455 | $31.4M |
| Crews Bank & Trust | 5.29% | — | 630,908 | $31.4M |
| Allianz Asset Management GmbH | 0.04% | Add +5.4% | 534,783 | $26.6M |
| Royal Bank of Canada | 0.01% | Add +11.5% | 530,027 | $26.4M |
| Tiaa Trust, National Association | 0.08% | Reduce -0.8% | 502,913 | $25.0M |
| Voisard Asset Management Group, Inc. | 7.58% | Add +3606.2% | 455,861 | $22.7M |
| Creative Financial Designs Inc. | 1.66% | Add +7.5% | 409,438 | $20.4M |
| Williams Financial, LLC | 12.25% | Add +3.1% | 395,613 | $19.7M |
| Wiser Wealth Management, Inc | 5.19% | Add +4.2% | 371,727 | $18.5M |
| Bramshill Investments, LLC | 2.81% | Add +11.3% | 359,967 | $17.9M |
| Camden National Bank | 2.12% | Add +4.5% | 284,961 | $14.2M |
| Southern Style Financial, Inc. | 11.25% | — | 279,382 | $13.9M |
| Lido Advisors, LLC | 0.09% | Reduce -4.2% | 277,273 | $13.8M |
| Global Wealth Management Investment Advisory, Inc. | 2.68% | Add +5.3% | 261,420 | $13.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.89% | Reduce -5.3% | 255,700 | $12.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.19% | Add +1.7% | 234,084 | $11.6M |
| Scotia Capital Inc. | 0.06% | Reduce -0.3% | 232,124 | $11.5M |
| Colonial Trust Advisors | 1.02% | Add +4.4% | 231,712 | $11.5M |
| Renaissance Technologies | 0.02% | Reduce -10.7% | 228,742 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +2.3% | 218,753 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 218,609 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -27.7% | 203,500 | $10.1M |
| Waterloo Capital, L.P. | 1.05% | Add +15.3% | 200,634 | $10.0M |
| Integral Investment Advisors, Inc. | 3.22% | Add +11.6% | 199,707 | $9.9M |
| Partners Capital Investment Group, LLP | 0.27% | Reduce -15.8% | 197,135 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 187,782 | $9.3M |
| Cetera Investment Advisers | 0.02% | Add +1.1% | 187,109 | $9.3M |
| Macquarie Group Ltd. | 0.01% | No change | 171,958 | $8.6M |
| River Wealth Advisors LLC | 1.04% | Reduce -50.6% | 158,227 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.7% | 153,247 | $7.6M |
| Colonial Trust Co / SC | 1.11% | Add +5.3% | 149,779 | $7.5M |
| Summit Financial, LLC | 0.26% | Add +7.1% | 147,227 | $7.3M |
| Saiph Capital, LLC | 3.22% | Add +0.7% | 142,517 | $7.1M |
| Ifrah Financial Services, Inc. | 1.95% | Add +106.7% | 141,815 | $7.1M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -17.1% | 137,531 | $6.8M |
| Sierra Capital LLC | 0.79% | Add +44.1% | 134,622 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 133,932 | $6.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +8.1% | 131,316 | $6.5M |
| Atria Investments, Inc | 0.08% | Reduce -2.1% | 129,749 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.6% | 129,161 | $6.4M |
| MML Investors Services, LLC | 0.02% | Add +8.5% | 123,036 | $6.1M |
| Flow Traders U.S. LLC | 0.23% | New | 116,347 | $5.8M |
| Alterna Wealth Management, Inc. | 4.86% | Add +4.0% | 115,788 | $5.8M |
| DecisionPoint Financial, LLC | 1.67% | Add +0.6% | 109,740 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +3.4% | 105,905 | $5.3M |
| Rosenberg Matthew Hamilton | 1.36% | Reduce -2.1% | 105,415 | $5.2M |
| Waverly Advisors, LLC | 0.08% | Add +8.7% | 103,290 | $5.1M |
| Charter Oak Capital Management, LLC | 0.45% | Reduce -4.4% | 98,031 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -37.5% | 97,301 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -9.7% | 93,568 | $4.7M |
| Trail Ridge Investment Advisors, LLC | 1.95% | Add +2.3% | 82,303 | $4.1M |
| Fairview Capital Investment Management, LLC | 0.21% | Add +0.2% | 82,126 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -14.6% | 81,282 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -36.6% | 80,821 | $4.0M |
| Whalen Wealth Management Inc. | 2.79% | Add +62.9% | 81,035 | $4.0M |
| Principal Securities, Inc. | 0.09% | Add +6.0% | 79,810 | $4.0M |
| Obsido Oy | 2.93% | — | 65,505 | $3.3M |
| Rockbridge Investment Management, LCC | 0.41% | Reduce -3.7% | 64,581 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.7% | 59,795 | $3.0M |
| Ofc Financial Planning, LLC | 2.81% | — | 53,571 | $2.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.12% | — | 52,954 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -5.6% | 52,909 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +114.3% | 48,238 | $2.4M |
| Fonville Wealth Management LLC | 0.77% | Add +19.6% | 46,901 | $2.3M |
| Montis Financial, LLC | 0.72% | New | 46,565 | $2.3M |
| Turn8 Private Wealth Inc. | 1.59% | — | 44,884 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +26.6% | 43,737 | $2.2M |
| Comerica Bank | 0.01% | Add +1.3% | 43,155 | $2.1M |
| Laurel Wealth Advisors LLC | 0.33% | Reduce -0.6% | 43,060 | $2.1M |
| International Assets Investment Management, LLC | 0.18% | New | 42,848 | $2.1M |
| Assetmark, Inc. | 0.01% | Reduce -43.5% | 39,436 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.8% | 39,368 | $2.0M |
| Vista Investment Management | 0.73% | Add +3.6% | 38,692 | $1.9M |
| Curi Capital, LLC | 0.04% | Add +3.6% | 37,912 | $1.9M |
| American Money Management, LLC | 0.37% | Reduce -4.6% | 37,894 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.1% | 35,079 | $1.7M |
| Kelly Financial Group LLC | 0.62% | — | 34,797 | $1.7M |
| Cosner Financial Group, LLC | 1.09% | No change | 34,666 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -9.8% | 34,374 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -5.6% | 32,750 | $1.6M |
| Argent Advisors, Inc. | 0.59% | Reduce -12.1% | 32,223 | $1.6M |
| Sugar Maple Asset Management, LLC | 1.18% | Reduce -2.4% | 31,206 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +2922.1% | 31,037 | $1.5M |
| Bank of Montreal | 0.00% | Add +15.3% | 30,573 | $1.5M |
| Private Wealth Group, LLC | 0.71% | No change | 29,347 | $1.5M |
| PrairieView Partners, LLC | 0.15% | Reduce -57.1% | 29,211 | $1.5M |
| Life Planning Partners, Inc | 1.34% | Reduce -0.9% | 29,142 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 29,054 | $1.4M |
| Cary Street Partners Financial LLC | 0.05% | — | 28,242 | $1.4M |
"% 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.