iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q1 2025 (March 31)244holders −3
21new positions
22sold out
2famous investors
$50.28avg. 13F price*
At the end of Q1 2025, 244 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, down 3 from Q4 2024. 21 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($115.6M), LPL Financial LLC ($57.5M) and LJI Wealth Management, LLC ($55.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $24.9M |
| Exits | 22 | $34.8M |
All 13F filers, Q4 2024 → Q1 2025: 2,819,475 shares bought and 1,380,279 shares sold, net +1,439,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Morgan Stanley | 0.01% | Reduce -1.2% | 2,298,814 | $115.6M |
| LPL Financial LLC | 0.02% | Add +12.4% | 1,142,679 | $57.5M |
| LJI Wealth Management, LLC | 11.06% | Add +2.8% | 1,104,378 | $55.5M |
| Raymond James Financial Inc. | 0.02% | Add +3.6% | 1,102,672 | $55.4M |
| UBS Group AG | 0.01% | Reduce -1.0% | 1,082,055 | $54.4M |
| Farmers & Merchants Investments Inc. | 1.65% | Reduce -1.7% | 1,031,220 | $51.8M |
| Bramshill Investments, LLC | 4.76% | Add +157.5% | 926,885 | $46.6M |
| World Investment Advisors | 1.14% | Add +3.9% | 869,939 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 856,200 | $43.1M |
| MAI Capital Management | 0.33% | Add +6.5% | 854,094 | $42.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | No change | 835,389 | $42.0M |
| Greenup Street Wealth Management LLC | 7.57% | Add +20.3% | 759,517 | $38.2M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 690,717 | $34.7M |
| Voisard Asset Management Group, Inc. | 9.87% | Add +47.3% | 671,551 | $33.8M |
| Crews Bank & Trust | 5.46% | Add +1.0% | 636,973 | $32.0M |
| Allianz Asset Management GmbH | 0.04% | Add +11.3% | 595,327 | $29.9M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 546,960 | $27.5M |
| Tiaa Trust, National Association | 0.08% | Add +0.5% | 505,553 | $25.4M |
| Creative Financial Designs Inc. | 1.70% | Add +3.4% | 423,385 | $21.3M |
| Wiser Wealth Management, Inc | 5.50% | Add +4.9% | 389,788 | $19.6M |
| Renaissance Technologies | 0.03% | Add +63.6% | 374,300 | $18.8M |
| Camden National Bank | 2.22% | Add +4.5% | 297,814 | $15.0M |
| Lido Advisors, LLC | 0.08% | Reduce -1.2% | 273,928 | $13.8M |
| Colonial Trust Advisors | 1.15% | Add +10.7% | 256,394 | $12.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.83% | No change | 255,700 | $12.9M |
| Scotia Capital Inc. | 0.07% | Add +8.4% | 251,518 | $12.6M |
| Osaic Holdings, Inc. | 0.03% | Add +22.5% | 249,284 | $12.5M |
| Waterloo Capital, L.P. | 1.11% | Add +18.0% | 236,673 | $11.9M |
| Stifel Financial Corp. | 0.01% | Add +5.4% | 230,629 | $11.6M |
| Global Wealth Management Investment Advisory, Inc. | 2.28% | Reduce -13.3% | 226,517 | $11.4M |
| Partners Capital Investment Group, LLP | 0.19% | Add +14.1% | 224,837 | $11.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 220,189 | $11.1M |
| Integral Investment Advisors, Inc. | 3.46% | Add +7.8% | 215,265 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 205,644 | $10.3M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +1506.5% | 205,444 | $10.3M |
| Cetera Investment Advisers | 0.02% | Add +0.8% | 188,640 | $9.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.12% | Reduce -20.5% | 186,171 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +33.1% | 178,204 | $9.0M |
| Alterna Wealth Management, Inc. | 6.29% | Add +42.4% | 164,893 | $8.3M |
| Colonial Trust Co / SC | 1.24% | Add +6.2% | 159,121 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.8% | 159,055 | $8.0M |
| Ifrah Financial Services, Inc. | 2.15% | Add +5.1% | 149,066 | $7.5M |
| Saiph Capital, LLC | 3.46% | Add +1.0% | 143,941 | $7.2M |
| Summit Financial, LLC | 0.20% | Reduce -4.9% | 140,002 | $7.0M |
| River Wealth Advisors LLC | 0.96% | Reduce -13.3% | 137,229 | $6.9M |
| Sierra Capital LLC | 0.81% | Reduce -0.9% | 133,358 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +7.3% | 132,070 | $6.6M |
| Elevation Capital Advisory, LLC | 2.81% | New | 128,326 | $6.5M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -8.6% | 125,669 | $6.3M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -5.7% | 123,851 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.7% | 121,774 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Add +17.6% | 110,058 | $5.5M |
| DecisionPoint Financial, LLC | 1.53% | Reduce -4.2% | 105,164 | $5.3M |
| Rosenberg Matthew Hamilton | 1.31% | Reduce -1.1% | 104,210 | $5.2M |
| Waverly Advisors, LLC | 0.06% | Add +0.5% | 103,768 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.2% | 102,550 | $5.2M |
| Whalen Wealth Management Inc. | 3.30% | Add +21.4% | 98,345 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 94,330 | $4.7M |
| Charter Oak Capital Management, LLC | 0.42% | Reduce -8.1% | 90,061 | $4.5M |
| Citadel Advisors | 0.00% | New | 87,278 | $4.4M |
| Fairview Capital Investment Management, LLC | 0.21% | Reduce -2.3% | 80,276 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +544.8% | 79,807 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -1.6% | 79,498 | $4.0M |
| Principal Securities, Inc. | 0.09% | No change | 79,810 | $4.0M |
| LaSalle St. Investment Advisors, LLC | 0.93% | New | 78,548 | $3.9M |
| Atria Investments, Inc | 0.05% | Reduce -40.2% | 77,542 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.3% | 76,138 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 1.95% | Reduce -8.4% | 75,374 | $3.8M |
| Belpointe Asset Management LLC | 0.19% | New | 74,350 | $3.7M |
| Obsido Oy | 2.90% | Add +2.9% | 67,411 | $3.4M |
| Rockbridge Investment Management, LCC | 0.37% | Reduce -4.0% | 61,971 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 59,938 | $3.0M |
| Fonville Wealth Management LLC | 0.79% | Add +13.0% | 52,992 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +69.8% | 52,702 | $2.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.12% | Reduce -0.3% | 52,778 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 51,194 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +45.9% | 50,133 | $2.5M |
| Turn8 Private Wealth Inc. | 1.81% | Add +2.4% | 45,976 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 43,318 | $2.2M |
| Comerica Bank | 0.01% | Reduce -0.3% | 43,022 | $2.2M |
| Bank of Montreal | 0.00% | Add +38.5% | 42,354 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -20.0% | 42,332 | $2.1M |
| Laurel Wealth Advisors LLC | 0.32% | Reduce -5.1% | 40,883 | $2.1M |
| Mariner, LLC | 0.00% | Add +21.0% | 39,626 | $2.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +12.3% | 39,378 | $2.0M |
| Argent Advisors, Inc. | 0.66% | Add +20.7% | 38,894 | $2.0M |
| Vista Investment Management | 0.75% | Reduce -1.2% | 38,242 | $1.9M |
| Montis Financial, LLC | 0.56% | Reduce -18.3% | 38,044 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -13.5% | 37,817 | $1.9M |
| Curi Capital, LLC | 0.05% | Reduce -0.3% | 37,780 | $1.9M |
| American Money Management, LLC | 0.36% | Reduce -1.6% | 37,275 | $1.9M |
| International Assets Investment Management, LLC | 0.16% | Reduce -13.7% | 36,996 | $1.9M |
| Cosner Financial Group, LLC | 1.07% | Add +0.2% | 34,744 | $1.7M |
| Ofc Financial Planning, LLC | 1.95% | Reduce -36.1% | 34,207 | $1.7M |
| Sugar Maple Asset Management, LLC | 1.26% | Add +1.6% | 31,711 | $1.6M |
| NDWM LLC | 1.45% | Add +57.4% | 29,407 | $1.5M |
| Private Wealth Group, LLC | 0.87% | No change | 29,347 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Add +12.4% | 28,930 | $1.5M |
| Life Planning Partners, Inc | 1.29% | Reduce -2.6% | 28,384 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.5% | 28,024 | $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.