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 |
| IPG Investment Advisors LLC | 0.31% | Reduce -66.3% | 27,475 | $1.4M |
| Berkshire Asset Management LLC | 0.06% | Reduce -15.6% | 27,142 | $1.4M |
| W1M Asset Management Ltd | 0.11% | No change | 26,900 | $1.3M |
| Biondo Investment Advisors, LLC | 0.18% | Add +1.6% | 25,730 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 25,321 | $1.3M |
| Probity Advisors, Inc. | 0.24% | Reduce -63.6% | 24,732 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -5.7% | 24,363 | $1.2M |
| City Center Advisors, LLC | 1.35% | Add +13.0% | 24,171 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.36% | Add +1.2% | 23,517 | $1.2M |
| Central Pacific Bank - Trust Division | 0.16% | No change | 23,489 | $1.2M |
| Cedar Point Capital Partners, LLC | 0.77% | Reduce -0.1% | 22,741 | $1.1M |
| Factor Wealth Management LTD | 0.36% | — | 21,964 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 19,519 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -18.6% | 21,411 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -18.6% | 21,411 | $1.1M |
| Beaird Harris Wealth Management, LLC | 0.09% | Reduce -2.4% | 21,132 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | No change | 20,680 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +391.7% | 20,345 | $1.0M |
| Sigma Planning Corp | 0.03% | New | 19,816 | $986K |
| FC Advisory LLC | 0.32% | Add +0.7% | 19,436 | $967K |
| Rehmann Capital Advisory Group | 0.06% | Add +17.4% | 19,348 | $962K |
| NDWM LLC | 0.78% | Reduce -35.8% | 18,685 | $929K |
| Strategic Advocates LLC | 0.30% | Add +18.0% | 18,087 | $900K |
| JGP Wealth Management, LLC | 0.12% | Add +45.6% | 17,984 | $895K |
| Stokes Family Office, LLC | 0.10% | No change | 17,917 | $891K |
| Mutual Advisors, LLC | 0.03% | Reduce -0.3% | 17,720 | $883K |
| Fortis Capital Management LLC | 0.16% | Add +1.2% | 17,415 | $866K |
| Corient Private Wealth LP | 0.00% | Add +80.7% | 32,665 | $844K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,964 | $844K |
| Janney Montgomery Scott LLC | 0.00% | Add +106.1% | 16,722 | $832K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -11.3% | 16,530 | $822K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.0% | 15,970 | $794K |
| Pathstone Holdings, LLC | 0.00% | New | 15,844 | $788K |
| Thrivent Financial for Lutherans | 0.00% | Add +26.2% | 15,754 | $784K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 15,446 | $768K |
| 4J Wealth Management LLC | 0.58% | Reduce -5.9% | 14,418 | $717K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.4% | 14,286 | $711K |
| Private Wealth Management Group, LLC | 0.27% | Add +20.1% | 14,116 | $702K |
| Meitav Investment House Ltd. | 0.01% | Reduce -1.9% | 13,745 | $682K |
| Advisory Alpha, LLC | 0.02% | No change | 13,044 | $649K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.6% | 12,788 | $636K |
| Compound Planning, Inc. | 0.03% | Reduce -1.1% | 12,630 | $628K |
| Jane Street Group, LLC | 0.00% | Reduce -83.4% | 12,377 | $616K |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.7% | 12,270 | $610K |
| Seed Wealth Management, Inc. | 0.49% | Reduce -18.6% | 12,260 | $610K |
| Summa Corp. | 0.29% | No change | 12,000 | $597K |
| Wolff Financial Management LLC | 0.16% | Reduce -23.6% | 11,886 | $591K |
| Rialto Wealth Management, LLC | 0.19% | — | 11,722 | $583K |
| Disciplined Investments, LLC | 0.28% | Reduce -14.2% | 11,588 | $576K |
| Hoxton Planning & Management, LLC | 0.21% | Reduce -1.2% | 10,798 | $537K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.4% | 10,741 | $534K |
| Cibc World Market Inc. | 0.00% | Add +35.8% | 10,293 | $512K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.9% | 9,994 | $497K |
| Investment Advisory Group, LLC | 0.16% | Add +1.0% | 9,785 | $487K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.0% | 9,468 | $471K |
| Bison Wealth, LLC | 0.05% | — | 8,665 | $431K |
| Mercer Global Advisors Inc. | 0.00% | Add +55.5% | 8,474 | $422K |
| GeoWealth Management, LLC | 0.01% | Reduce -0.4% | 8,039 | $400K |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -0.4% | 8,038 | $400K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Add +3.6% | 7,990 | $397K |
| Barings LLC | 0.01% | No change | 7,884 | $392K |
| TPG Financial Advisors, LLC | 0.17% | Reduce -3.6% | 7,835 | $390K |
| HSBC Holdings PLC | 0.00% | New | 7,577 | $377K |
| Buckhead Capital Management LLC | 0.11% | Reduce -14.0% | 7,183 | $357K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.9% | 7,128 | $355K |
| LVZ, Inc. | 0.04% | Add +17.9% | 6,931 | $345K |
| MidAtlantic Capital Management, Inc. | 0.25% | Add +8.9% | 6,907 | $344K |
| Tru Independence Asset Management 2, LLC | 0.28% | No change | 6,827 | $340K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.8% | 6,710 | $334K |
| Spire Wealth Management | 0.01% | No change | 6,616 | $329K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,542 | $325K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 6,250 | $311K |
| BNP Paribas Financial Markets | 0.00% | Add +124.2% | 6,100 | $303K |
| Creative Planning | 0.00% | New | 6,044 | $301K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 5,992 | $298K |
| LexAurum Advisors, LLC | 0.06% | Reduce -4.6% | 5,972 | $297K |
| Citigroup Inc. | 0.00% | Add +1.9% | 5,942 | $296K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.7% | 5,726 | $285K |
| Chesley Taft & Associates LLC | 0.01% | No change | 5,700 | $284K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.0% | 5,661 | $282K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -63.8% | 5,449 | $271K |
| Weaver Consulting Group | 0.08% | Reduce -3.0% | 5,421 | $270K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Add +1.1% | 5,384 | $268K |
| Calton & Associates, Inc. | 0.12% | New | 5,318 | $265K |
| Kovack Advisors, Inc. | 0.03% | Add +2.9% | 5,270 | $262K |
| Savant Capital, LLC | 0.00% | Reduce -34.8% | 4,918 | $245K |
| Franklin Resources Inc. | 0.00% | Add +48.5% | 4,900 | $244K |
| Topel & Distasi Wealth Management, LLC | 0.10% | No change | 4,894 | $243K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -63.6% | 4,879 | $243K |
| Headinvest, LLC | 0.05% | No change | 4,859 | $242K |
| Alhambra Investment Management LLC | 0.12% | Reduce -12.3% | 4,854 | $241K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,836 | $241K |
| Stratos Investment Management, LLC | 0.01% | Add +18.1% | 4,697 | $234K |
| Advisory Services Network, LLC | 0.00% | New | 4,619 | $230K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.1% | 4,527 | $225K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -46.2% | 4,505 | $224K |
| Two Sigma Securities, LLC | 0.04% | New | 4,480 | $223K |
| Novem Group | 0.03% | — | 4,401 | $219K |
| Private Trust Co. NA | 0.02% | No change | 4,390 | $218K |
| Avior Wealth Management, LLC | 0.01% | New | 4,199 | $209K |
| Harbour Investments, Inc. | 0.01% | Add +17.8% | 4,146 | $206K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.1% | 4,107 | $204K |
| Parallel Advisors, LLC | 0.00% | Add +46.7% | 4,012 | $200K |
| NorthRock Partners, LLC | 0.01% | Add +1.3% | 3,866 | $192K |
| Sunbelt Securities, Inc. | 0.01% | Add +23.0% | 3,354 | $167K |
| Archer Investment Corp | 0.04% | No change | 3,058 | $152K |
| AdvisorNet Financial, Inc | 0.01% | New | 2,810 | $140K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,687 | $134K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -1.2% | 2,100 | $104K |
| LRI Investments, LLC | 0.01% | No change | 1,960 | $97K |
| AE Wealth Management LLC | 0.00% | New | 1,428 | $71K |
| Atlas Capital Advisors Inc. | 0.01% | New | 1,398 | $70K |
| National Bank of Canada | 0.00% | No change | 1,315 | $65K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,300 | $65K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,230 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,181 | $59K |
| MRP Capital Investments, LLC | 0.05% | Reduce -54.4% | 1,180 | $59K |
| NBT Bank, N.A. | 0.00% | No change | 1,145 | $57K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,090 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.9% | 818 | $41K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -97.6% | 740 | $37K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 632 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 575 | $29K |
| HM Payson & Co. | 0.00% | No change | 500 | $25K |
| Ancora Advisors LLC | 0.00% | Reduce -16.6% | 418 | $21K |
| 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 |
| Blair William & Co. | 0.00% | Reduce -78.8% | 269 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 192 | $10K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 187 | $9K |
| Bangor Savings Bank | 0.00% | No change | 175 | $9K |
| Allworth Financial LP | 0.00% | New | 173 | $9K |
| FMR LLC | 0.00% | Reduce -24.2% | 147 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 102 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Investors Research Corp | 0.00% | No change | 92 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 85 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 75 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.7% | 61 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 43 | $2K |
| EPG Wealth Management LLC | 0.00% | No change | 37 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 23 | $1K |
| REAP Financial Group, LLC | 0.00% | Reduce -81.7% | 11 | $553 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2 | $99 |
| Cwm, LLC | 0.00% | Reduce -85.7% | 8 | $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.