iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q3 2025 (September 30)243holders −2
22new positions
18sold out
2famous investors
$50.15avg. 13F price*
At the end of Q3 2025, 243 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, down 2 from Q2 2025. 22 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($117.8M), Allspring Global Investments Holdings, LLC ($89.0M) and LJI Wealth Management, LLC ($58.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $32.6M |
| Exits | 18 | $8.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,041,414 shares bought and 1,695,488 shares sold, net +2,345,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| Morgan Stanley | 0.01% | Add +2.6% | 2,316,562 | $117.8M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +109.6% | 1,750,934 | $89.0M |
| LJI Wealth Management, LLC | 10.25% | Add +2.9% | 1,153,274 | $58.6M |
| UBS Group AG | 0.01% | Add +1.1% | 1,115,913 | $56.7M |
| LPL Financial LLC | 0.02% | Reduce -9.3% | 1,113,933 | $56.6M |
| Farmers & Merchants Investments Inc. | 1.42% | Reduce -2.0% | 988,006 | $50.2M |
| World Investment Advisors | 1.01% | Add +2.6% | 971,163 | $49.4M |
| Bramshill Investments, LLC | 3.36% | Add +1.4% | 967,266 | $49.2M |
| MAI Capital Management | 0.30% | Add +8.1% | 951,302 | $48.4M |
| Ameriprise Financial Inc. | 0.01% | Add +5.6% | 936,991 | $47.6M |
| Greenup Street Wealth Management LLC | 6.78% | Add +21.1% | 868,351 | $44.1M |
| Voisard Asset Management Group, Inc. | 9.42% | Add +8.3% | 800,899 | $40.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -36.1% | 691,236 | $35.1M |
| Crews Bank & Trust | 5.09% | Add +5.1% | 684,343 | $34.8M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 665,705 | $33.8M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 629,796 | $32.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.64% | Add +119.1% | 560,200 | $28.5M |
| Creative Financial Designs Inc. | 1.58% | Add +4.7% | 463,558 | $23.6M |
| NewEdge Advisors, LLC | 0.11% | Add +63.4% | 462,480 | $23.5M |
| Wiser Wealth Management, Inc | 5.22% | Add +11.7% | 449,115 | $22.8M |
| Allianz Asset Management GmbH | 0.03% | Reduce -28.8% | 446,983 | $22.7M |
| Vestmark Advisory Solutions, Inc. | 0.36% | Add +2970.2% | 373,115 | $19.0M |
| Camden National Bank | 2.36% | Add +8.7% | 332,361 | $16.9M |
| Colonial Trust Advisors | 1.12% | Add +5.9% | 286,165 | $14.5M |
| Cetera Investment Advisers | 0.02% | Add +48.5% | 283,918 | $14.4M |
| Tiaa Trust, National Association | 0.03% | Reduce -1.6% | 280,316 | $14.2M |
| Global Wealth Management Investment Advisory, Inc. | 2.03% | Add +4.1% | 238,092 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 229,207 | $11.7M |
| Waterloo Capital, L.P. | 0.84% | Reduce -35.1% | 221,451 | $11.3M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 219,127 | $11.1M |
| Renaissance Technologies | 0.01% | Reduce -20.4% | 211,300 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.6% | 202,514 | $10.3M |
| Integral Investment Advisors, Inc. | 2.74% | Reduce -10.9% | 199,890 | $10.2M |
| Jane Street Group, LLC | 0.01% | Reduce -13.6% | 197,934 | $10.1M |
| Sierra Capital LLC | 1.01% | Add +27.9% | 181,691 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.1% | 179,788 | $9.1M |
| Colonial Trust Co / SC | 1.20% | Add +6.9% | 175,172 | $8.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.3% | 167,740 | $8.5M |
| Ifrah Financial Services, Inc. | 2.14% | Add +8.9% | 162,347 | $8.3M |
| Alterna Wealth Management, Inc. | 6.53% | Add +31.2% | 156,148 | $7.9M |
| Saiph Capital, LLC | 2.79% | Add +1.0% | 152,749 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.6% | 145,125 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.3% | 143,654 | $7.3M |
| Summit Financial, LLC | 0.11% | Reduce -3.4% | 140,741 | $7.2M |
| MML Investors Services, LLC | 0.02% | Reduce -1.2% | 137,824 | $7.0M |
| LaSalle St. Investment Advisors, LLC | 1.23% | New | 135,360 | $6.9M |
| Scotia Capital Inc. | 0.03% | Add +2.2% | 133,497 | $6.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +6.7% | 125,496 | $6.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +5.5% | 121,037 | $6.2M |
| Whalen Wealth Management Inc. | 3.50% | Add +29.9% | 117,930 | $6.0M |
| River Wealth Advisors LLC | 0.69% | Reduce -4.3% | 115,798 | $5.9M |
| Assetmark, Inc. | 0.01% | Reduce -12.9% | 109,148 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +6.2% | 108,557 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.9% | 108,207 | $5.5M |
| Waverly Advisors, LLC | 0.05% | Add +0.2% | 103,258 | $5.2M |
| Lido Advisors, LLC | 0.02% | Add +4.5% | 103,160 | $5.2M |
| JT Stratford LLC | 0.70% | New | 102,816 | $5.2M |
| Principal Securities, Inc. | 0.08% | Add +4.6% | 100,026 | $5.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Reduce -0.3% | 99,276 | $5.0M |
| Quantinno Capital Management LP | 0.01% | New | 98,579 | $5.0M |
| Kathmere Capital Management, LLC | 0.35% | New | 97,860 | $5.0M |
| DecisionPoint Financial, LLC | 1.15% | Reduce -5.3% | 97,050 | $4.9M |
| Rosenberg Matthew Hamilton | 1.03% | Reduce -0.1% | 93,409 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +92.6% | 91,571 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +37.0% | 89,796 | $4.6M |
| Invesco Ltd. | 0.00% | New | 85,690 | $4.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.5% | 84,067 | $4.3M |
| Charter Oak Capital Management, LLC | 0.33% | Reduce -0.2% | 82,270 | $4.2M |
| Citadel Advisors | 0.00% | Add +13.6% | 81,379 | $4.1M |
| Fairview Capital Investment Management, LLC | 0.21% | Add +1.1% | 81,126 | $4.1M |
| Belpointe Asset Management LLC | 0.15% | Add +3.3% | 79,032 | $4.0M |
| Trail Ridge Investment Advisors, LLC | 1.73% | Add +1.1% | 76,009 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +1233.2% | 67,644 | $3.4M |
| Loomis Sayles & Co. L P | 0.00% | New | 67,000 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.0% | 66,962 | $3.4M |
| Obsido Oy | 2.10% | Reduce -7.3% | 62,064 | $3.2M |
| Rockbridge Investment Management, LCC | 0.31% | Reduce -1.4% | 61,116 | $3.1M |
| Fonville Wealth Management LLC | 0.64% | Add +15.3% | 56,283 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -61.3% | 54,270 | $2.8M |
| IFP Advisors, Inc | 0.07% | Add +11.5% | 54,174 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.6% | 52,064 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Reduce -38.0% | 49,126 | $2.5M |
| Turn8 Private Wealth Inc. | 1.72% | Reduce -5.0% | 47,057 | $2.4M |
| Portus Wealth Advisors, LLC | 2.30% | — | 45,281 | $2.3M |
| JGP Wealth Management, LLC | 0.25% | Add +51.3% | 44,648 | $2.3M |
| Comerica Bank | 0.01% | Reduce -0.5% | 42,303 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 42,156 | $2.1M |
| American Wealth Advisors, LLC | 2.06% | — | 40,922 | $2.1M |
| Bank of Montreal | 0.00% | Add +9.0% | 40,797 | $2.1M |
| Laurel Wealth Advisors LLC | 0.29% | Add +0.0% | 40,436 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -36.4% | 39,296 | $2.0M |
| Argent Advisors, Inc. | 0.57% | Add +8.5% | 38,251 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.5% | 37,762 | $1.9M |
| Vista Investment Management | 0.67% | Add +0.2% | 37,578 | $1.9M |
| Life Planning Partners, Inc | 1.34% | Add +15.2% | 35,987 | $1.8M |
| Cosner Financial Group, LLC | 0.95% | No change | 34,744 | $1.8M |
| International Assets Investment Management, LLC | 0.14% | No change | 34,858 | $1.8M |
| Ofc Financial Planning, LLC | 1.65% | Reduce -0.8% | 32,800 | $1.7M |
| Curi Capital, LLC | 0.03% | Add +0.9% | 32,478 | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +48.8% | 32,045 | $1.6M |
"% 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.