iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q2 2025 (June 30)245holders +1
13new positions
14sold out
2famous investors
$50.59avg. 13F price*
At the end of Q2 2025, 245 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 1 from Q1 2025. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($114.2M), LPL Financial LLC ($62.1M) and LJI Wealth Management, LLC ($56.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.9M |
| Exits | 14 | $14.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,875,003 shares bought and 1,956,267 shares sold, net −81,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| Morgan Stanley | 0.01% | Reduce -1.8% | 2,258,111 | $114.2M |
| LPL Financial LLC | 0.02% | Add +7.4% | 1,227,737 | $62.1M |
| LJI Wealth Management, LLC | 9.88% | Add +1.5% | 1,120,845 | $56.7M |
| UBS Group AG | 0.01% | Add +2.0% | 1,104,138 | $55.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.8% | 1,082,542 | $54.8M |
| Farmers & Merchants Investments Inc. | 1.49% | Reduce -2.2% | 1,008,095 | $51.0M |
| Bramshill Investments, LLC | 5.05% | Add +3.0% | 954,338 | $48.3M |
| World Investment Advisors | 1.09% | Add +8.8% | 946,574 | $47.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.7% | 887,637 | $44.9M |
| MAI Capital Management | 0.31% | Add +3.0% | 879,957 | $44.5M |
| Allspring Global Investments Holdings, LLC | 0.07% | No change | 835,389 | $42.3M |
| Voisard Asset Management Group, Inc. | 9.65% | Add +10.1% | 739,636 | $37.4M |
| Greenup Street Wealth Management LLC | 6.32% | Reduce -5.6% | 717,259 | $36.3M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 675,535 | $34.2M |
| Crews Bank & Trust | 5.19% | Add +2.2% | 651,171 | $32.9M |
| Allianz Asset Management GmbH | 0.04% | Add +5.5% | 627,827 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +10.1% | 602,006 | $30.5M |
| Creative Financial Designs Inc. | 1.61% | Add +4.6% | 442,768 | $22.4M |
| Wiser Wealth Management, Inc | 5.09% | Add +3.1% | 402,027 | $20.3M |
| Waterloo Capital, L.P. | 1.39% | Add +44.1% | 341,102 | $17.3M |
| Camden National Bank | 2.23% | Add +2.6% | 305,682 | $15.5M |
| Tiaa Trust, National Association | 0.04% | Reduce -43.6% | 284,941 | $14.4M |
| NewEdge Advisors, LLC | 0.07% | Add +157.2% | 283,086 | $14.3M |
| Colonial Trust Advisors | 1.13% | Add +5.4% | 270,227 | $13.7M |
| Renaissance Technologies | 0.02% | Reduce -29.1% | 265,500 | $13.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.78% | No change | 255,700 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Add +37.1% | 244,298 | $12.4M |
| Jane Street Group, LLC | 0.02% | Add +187.0% | 229,013 | $11.6M |
| Global Wealth Management Investment Advisory, Inc. | 2.17% | Add +1.0% | 228,698 | $11.6M |
| Stifel Financial Corp. | 0.01% | Reduce -2.2% | 225,505 | $11.4M |
| Integral Investment Advisors, Inc. | 3.24% | Add +4.2% | 224,388 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.5% | 212,366 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +117.7% | 205,327 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 200,080 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +1.4% | 191,210 | $9.7M |
| Colonial Trust Co / SC | 1.21% | Add +3.0% | 163,903 | $8.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +30.2% | 163,667 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +271.1% | 160,747 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 154,882 | $7.8M |
| Saiph Capital, LLC | 2.98% | Add +5.0% | 151,198 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.8% | 149,997 | $7.6M |
| Ifrah Financial Services, Inc. | 2.06% | Reduce 0.0% | 149,062 | $7.5M |
| Summit Financial, LLC | 0.17% | Add +4.1% | 145,753 | $7.4M |
| Sierra Capital LLC | 0.83% | Add +6.5% | 142,078 | $7.2M |
| Mariner, LLC | 0.01% | Add +253.9% | 140,238 | $7.1M |
| MML Investors Services, LLC | 0.02% | Add +5.7% | 139,537 | $7.1M |
| Scotia Capital Inc. | 0.03% | Reduce -48.1% | 130,585 | $6.6M |
| Assetmark, Inc. | 0.01% | Add +920.9% | 125,289 | $6.3M |
| River Wealth Advisors LLC | 0.76% | Reduce -11.8% | 121,016 | $6.1M |
| Alterna Wealth Management, Inc. | 4.82% | Reduce -27.8% | 119,006 | $6.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -5.0% | 117,666 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.8% | 114,701 | $5.8M |
| Waverly Advisors, LLC | 0.06% | Reduce -0.7% | 103,043 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.3% | 102,258 | $5.2M |
| DecisionPoint Financial, LLC | 1.32% | Reduce -2.6% | 102,445 | $5.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Reduce -46.5% | 99,623 | $5.0M |
| Lido Advisors, LLC | 0.03% | Reduce -64.0% | 98,763 | $5.0M |
| Principal Securities, Inc. | 0.09% | Add +19.8% | 95,618 | $4.8M |
| Rosenberg Matthew Hamilton | 1.10% | Reduce -10.3% | 93,515 | $4.7M |
| Whalen Wealth Management Inc. | 2.88% | Reduce -7.7% | 90,771 | $4.6M |
| Charter Oak Capital Management, LLC | 0.35% | Reduce -8.5% | 82,446 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.21% | No change | 80,276 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +50.4% | 79,283 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.8% | 78,900 | $4.0M |
| Atria Investments, Inc | 0.05% | Reduce -0.8% | 76,940 | $3.9M |
| Belpointe Asset Management LLC | 0.16% | Add +2.9% | 76,519 | $3.9M |
| Trail Ridge Investment Advisors, LLC | 1.83% | Reduce -0.2% | 75,207 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -17.9% | 71,616 | $3.6M |
| Obsido Oy | 2.57% | Reduce -0.7% | 66,942 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +28.0% | 65,546 | $3.3M |
| Rockbridge Investment Management, LCC | 0.34% | Add +0.0% | 61,988 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -18.8% | 61,815 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 59,795 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +31.4% | 51,755 | $2.6M |
| Turn8 Private Wealth Inc. | 1.81% | Add +7.7% | 49,526 | $2.5M |
| Fonville Wealth Management LLC | 0.63% | Reduce -7.8% | 48,834 | $2.5M |
| IFP Advisors, Inc | 0.07% | Add +173.1% | 48,600 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -5.2% | 47,541 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Add +133.5% | 46,084 | $2.3M |
| Ameritas Advisory Services, LLC | 0.11% | Add +13.3% | 42,844 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +297.3% | 42,763 | $2.2M |
| Comerica Bank | 0.01% | Reduce -1.2% | 42,493 | $2.1M |
| Laurel Wealth Advisors LLC | 0.31% | Reduce -1.1% | 40,428 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.6% | 39,965 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +47.0% | 39,362 | $2.0M |
| Vista Investment Management | 0.70% | Reduce -2.0% | 37,493 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -11.6% | 37,440 | $1.9M |
| Argent Advisors, Inc. | 0.55% | Reduce -9.4% | 35,240 | $1.8M |
| International Assets Investment Management, LLC | 0.14% | Reduce -5.8% | 34,858 | $1.8M |
| Cosner Financial Group, LLC | 0.98% | No change | 34,744 | $1.8M |
| Sugar Maple Asset Management, LLC | 1.32% | Add +5.2% | 33,373 | $1.7M |
| Ofc Financial Planning, LLC | 1.78% | Reduce -3.4% | 33,053 | $1.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.64% | Reduce -38.3% | 32,584 | $1.6M |
| Curi Capital, LLC | 0.03% | Reduce -14.8% | 32,194 | $1.6M |
| Life Planning Partners, Inc | 1.26% | Add +10.1% | 31,237 | $1.6M |
| American Money Management, LLC | 0.27% | Reduce -20.2% | 29,748 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Add +2.8% | 29,725 | $1.5M |
| JGP Wealth Management, LLC | 0.18% | Add +52.9% | 29,511 | $1.5M |
| Montis Financial, LLC | 0.41% | Reduce -23.1% | 29,249 | $1.5M |
| NDWM LLC | 1.08% | Reduce -1.3% | 29,038 | $1.5M |
"% 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.