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

0100200300 Q1 2024: 233Q1 2024Q2 2024: 235Q2 2024Q3 2024: 237Q3 2024Q4 2024: 247Q4 2024Q1 2025: 244Q1 2025Q2 2025: 245Q2 2025Q3 2025: 243Q3 2025Q4 2025: 254Q4 2025Q1 2026: 246Q1 2026Q2 2026: 252Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$3.9M
Exits14$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
Partners Capital Investment Group, LLP 0.06% Reduce -87.6% 27,805 $1.4M
Barings LLC 0.03% Add +248.5% 27,476 $1.4M
Sigma Planning Corp 0.04% Add +11.6% 26,124 $1.3M
Equitable Holdings, Inc. 0.01% Add +79.9% 25,536 $1.3M
Berkshire Asset Management LLC 0.06% Reduce -3.8% 24,954 $1.3M
Cary Street Partners Financial LLC 0.03% Reduce -0.4% 24,373 $1.2M
Garden State Investment Advisory Services LLC 0.33% Reduce -0.7% 24,020 $1.2M
City Center Advisors, LLC 1.29% Reduce -6.7% 23,852 $1.2M
Central Pacific Bank - Trust Division 0.16% No change 23,454 $1.2M
Alpha Financial Partners LLC 0.83% New 22,694 $1.1M
Wescott Financial Advisory Group, LLC 0.11% Reduce -3.2% 22,597 $1.1M
Private Wealth Group, LLC 0.60% Reduce -23.7% 22,395 $1.1M
Corient Private Wealth LP 0.00% Add +33.6% 22,192 $1.1M
Factor Wealth Management LTD 0.30% Reduce -1.3% 21,691 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 21,540 $1.1M
PrairieView Partners, LLC 0.10% Reduce -6.0% 20,994 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -4.4% 19,943 $1.0M
IPG Investment Advisors LLC 0.20% Reduce -25.8% 19,907 $1.0M
Rehmann Capital Advisory Group 0.06% Reduce -3.6% 19,887 $1.0M
Mutual Advisors, LLC 0.03% Add +20.4% 19,809 $1000K
FC Advisory LLC 0.31% Add +0.6% 19,612 $992K
Stokes Family Office, LLC 0.10% No change 17,917 $906K
GC Wealth Management RIA, LLC 0.07% Add +10.5% 17,596 $890K
GeoWealth Management, LLC 0.03% Add +10.5% 17,596 $890K
Fortis Capital Management LLC 0.14% Add +0.6% 17,431 $882K
MMBG Investment Advisors Co. 0.09% No change 16,964 $858K
Private Wealth Management Group, LLC 0.28% Add +4.1% 16,648 $842K
Compound Planning, Inc. 0.03% Reduce -1.4% 16,456 $833K
Kelly Financial Group LLC 0.24% Reduce -32.6% 16,293 $824K
One Wealth Advisors, LLC 0.11% Reduce -5.8% 15,948 $807K
Arkadios Wealth Advisors 0.02% Add +23.6% 14,897 $754K
Integrated Wealth Concepts LLC 0.01% Add +10.4% 14,673 $742K
Insigneo Advisory Services, LLC 0.06% Add +2.6% 14,337 $725K
4J Wealth Management LLC 0.48% Reduce -1.8% 14,156 $716K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -35.7% 13,444 $680K
Advisory Alpha, LLC 0.02% No change 13,044 $660K
Cibc World Market Inc. 0.00% Add +5.5% 12,802 $648K
Probity Advisors, Inc. 0.11% Reduce -7.7% 12,695 $642K
Vestmark Advisory Solutions, Inc. 0.01% New 12,153 $615K
Seed Wealth Management, Inc. 0.45% No change 12,050 $610K
Freedom Investment Management, Inc. 0.05% Reduce -23.0% 12,019 $608K
Summa Corp. 0.32% No change 12,000 $607K
Wolff Financial Management LLC 0.15% Add +0.9% 11,824 $598K
Oppenheimer & Co. Inc. 0.01% Reduce -1.4% 11,801 $597K
Pitcairn Co. 0.04% No change 11,680 $591K
Rialto Wealth Management, LLC 0.16% No change 11,613 $588K
Disciplined Investments, LLC 0.24% Add +0.2% 11,259 $570K
Cedar Point Capital Partners, LLC 0.39% Reduce -52.3% 10,881 $550K
RFG Advisory, LLC 0.01% New 10,507 $532K
Hoxton Planning & Management, LLC 0.18% Reduce -4.1% 10,269 $520K
Investment Advisory Group, LLC 0.15% No change 9,876 $500K
Buckhead Capital Management LLC 0.17% Add +20.7% 8,931 $452K
HSBC Holdings PLC 0.00% Add +25.9% 8,916 $451K
Private Trust Co. NA 0.04% Add +100.2% 8,787 $445K
Bison Wealth, LLC 0.03% Add +0.6% 8,741 $440K
Pettyjohn, Wood & White, Inc. 0.07% No change 8,090 $409K
Good Life Advisors, LLC 0.02% New 7,466 $378K
Two Sigma Securities, LLC 0.05% Reduce -12.8% 7,464 $378K
Spire Wealth Management 0.01% Add +8.3% 7,168 $363K
Level Four Advisory Services, LLC 0.01% Reduce -0.3% 7,108 $360K
MidAtlantic Capital Management, Inc. 0.25% No change 6,907 $349K
Tru Independence Asset Management 2, LLC 0.23% No change 6,552 $331K
Valmark Advisers, Inc. 0.00% Add +0.2% 6,543 $331K
Stratos Investment Management, LLC 0.01% Add +14.4% 6,459 $327K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -31.4% 6,419 $325K
Concurrent Investment Advisors, LLC 0.01% Reduce -32.3% 6,257 $317K
Edmond DE Rothschild Holding S.A. 0.01% No change 6,250 $316K
LexAurum Advisors, LLC 0.05% Add +7.3% 6,013 $304K
Citigroup Inc. 0.00% Add +0.1% 5,949 $301K
Ameriflex Group, Inc. 0.15% Add +19.3% 5,782 $292K
Independent Financial Group, LLC 0.01% Add +10.7% 5,767 $292K
Citizens Financial Group Inc. 0.00% New 5,729 $290K
L.M. Kohn & Company 0.08% New 5,715 $289K
Chesley Taft & Associates LLC 0.01% No change 5,700 $288K
Semitam Bonam LLC 0.27% — 5,573 $282K
Kestra Advisory Services, LLC 0.00% Reduce -13.2% 5,369 $272K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -73.6% 5,352 $271K
Prime Capital Investment Advisors, LLC 0.00% Reduce -12.2% 5,315 $269K
Advisory Services Network, LLC 0.00% Add +14.3% 5,226 $264K
Ashton Thomas Private Wealth, LLC 0.01% Add +27.0% 5,080 $257K
Tower Research Capital LLC (TRC) 0.01% New 5,074 $257K
LVZ, Inc. 0.03% Reduce -32.9% 5,062 $256K
Meitav Investment House Ltd. 0.00% Reduce -59.6% 5,055 $255K
Allworth Financial LP 0.00% Add +148.6% 5,019 $254K
Weaver Consulting Group 0.07% Reduce -7.7% 4,924 $249K
Secure Asset Management, LLC 0.05% Add +6.1% 4,903 $248K
Atria Wealth Solutions, Inc. 0.01% Reduce -97.6% 4,895 $247K
Headinvest, LLC 0.05% No change 4,859 $246K
Snowden Capital Advisors LLC 0.01% No change 4,836 $245K
Mercer Global Advisors Inc. 0.00% Reduce -41.4% 4,752 $240K
Savant Capital, LLC 0.00% Reduce -6.2% 4,727 $239K
AdvisorNet Financial, Inc 0.02% Add +36.9% 4,690 $237K
Parallel Advisors, LLC 0.00% Add +69.5% 4,635 $234K
Novem Group 0.03% No change 4,401 $223K
Alhambra Investment Management LLC 0.11% No change 4,381 $222K
Avior Wealth Management, LLC 0.01% No change 4,199 $212K
Macquarie Group Ltd. 0.00% No change 4,111 $208K
NFSG Corp 0.03% New 3,835 $194K
Global Retirement Partners, LLC 0.00% — 3,687 $187K
Franklin Resources Inc. 0.00% Reduce -12.2% 3,600 $182K
Sunbelt Securities, Inc. 0.01% No change 3,354 $167K
Harbour Investments, Inc. 0.00% Reduce -4.2% 3,123 $158K
Archer Investment Corp 0.04% No change 3,058 $155K
EP Wealth Advisors, LLC 0.00% New 2,861 $145K
JFS Wealth Advisors, LLC 0.01% Add +1.0% 2,656 $134K
Pittenger & Anderson Inc. 0.00% No change 2,100 $106K
LRI Investments, LLC 0.01% Reduce -2.1% 1,960 $99K
AE Wealth Management LLC 0.00% Add +3.3% 1,579 $80K
National Bank of Canada 0.00% No change 1,315 $67K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,300 $66K
Medallion Wealth Advisors, LLC 0.02% Add +0.8% 1,250 $63K
NBT Bank, N.A. 0.00% No change 1,145 $58K
MRP Capital Investments, LLC 0.03% Reduce -22.5% 915 $46K
Steward Partners Investment Advisory, LLC 0.00% No change 818 $41K
Valley Wealth Managers, Inc. 0.00% New 771 $39K
Christopher J. Hasenberg, Inc 0.01% No change 632 $32K
Security National Bank 0.01% Reduce -23.5% 627 $32K
HM Payson & Co. 0.00% No change 531 $27K
Traub Capital Management LLC 0.02% — 500 $25K
Lanark Financial, Inc. 0.00% Reduce -28.5% 455 $23K
Ancora Advisors LLC 0.00% No change 418 $21K
Hanson & Doremus Investment Management 0.00% No change 418 $21K
Addison Advisors LLC 0.01% New 413 $21K
Capital Investment Advisory Services, LLC 0.00% No change 375 $19K
Thompson Investment Management, Inc. 0.00% No change 354 $18K
FMR LLC 0.00% Add +112.3% 344 $17K
Sound Income Strategies, LLC 0.00% No change 296 $15K
Aptus Capital Advisors, LLC 0.00% No change 272 $14K
Harbor Asset Planning, Inc. 0.01% — 222 $11K
Larson Financial Group LLC 0.00% No change 192 $10K
Atlas Capital Advisors Inc. 0.00% No change 148 $7K
Cwm, LLC 0.00% No change 111 $6K
Farther Finance Advisors, LLC 0.00% Reduce -22.0% 117 $6K
New England Asset Management Inc. 0.00% No change 100 $5K
Geneos Wealth Management Inc. 0.00% No change 100 $5K
Investors Research Corp 0.00% No change 92 $5K
Providence Capital Advisors, LLC 0.00% New 88 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 75 $4K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -2.9% 68 $3K
Strengthening Families & Communities, LLC 0.00% Add +1.6% 62 $3K
Arax Advisory Partners 0.00% No change 60 $3K
CVA Family Office, LLC 0.00% New 40 $2K
EPG Wealth Management LLC 0.00% No change 37 $2K
O'shaughnessy Asset Management, LLC 0.00% No change 12 $607
EverSource Wealth Advisors, LLC 0.00% No change 2 $101

"% 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.