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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions22$32.6M
Exits18$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
Biondo Investment Advisors, LLC 0.20% Add +5.2% 31,270 $1.6M
NDWM LLC 1.06% Add +5.9% 30,759 $1.6M
Sugar Maple Asset Management, LLC 1.09% Reduce -10.4% 29,897 $1.5M
American Money Management, LLC 0.24% Reduce -4.0% 28,549 $1.5M
Alpha Financial Partners LLC 0.94% Add +25.4% 28,449 $1.4M
Atria Investments, Inc 0.02% Reduce -63.2% 28,291 $1.4M
Cary Street Partners Financial LLC 0.03% Add +8.6% 26,478 $1.3M
Sigma Planning Corp 0.04% Add +0.4% 26,240 $1.3M
Savant Capital, LLC 0.01% Add +446.0% 25,809 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -0.7% 25,354 $1.3M
Garden State Investment Advisory Services LLC 0.32% Add +4.8% 25,163 $1.3M
City Center Advisors, LLC 1.23% Add +4.4% 24,910 $1.3M
Central Pacific Bank - Trust Division 0.15% No change 23,454 $1.2M
Wescott Financial Advisory Group, LLC 0.10% Reduce -0.6% 22,452 $1.1M
Private Wealth Group, LLC 0.57% No change 22,395 $1.1M
Montis Financial, LLC 0.26% Reduce -23.5% 22,379 $1.1M
Janney Montgomery Scott LLC 0.00% Add +11.9% 22,321 $1.1M
Barings LLC 0.02% Reduce -20.3% 21,911 $1.1M
Factor Wealth Management LTD 0.28% Add +1.0% 21,908 $1.1M
Mutual Advisors, LLC 0.02% Add +7.3% 21,259 $1.1M
Berkshire Asset Management LLC 0.05% Reduce -15.5% 21,083 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +35.6% 19,896 $1.0M
Rehmann Capital Advisory Group 0.06% Reduce -0.1% 19,859 $1.0M
IPG Investment Advisors LLC 0.18% Reduce -0.4% 19,832 $1.0M
FC Advisory LLC 0.29% Add +0.6% 19,723 $1.0M
Corient Private Wealth LP 0.00% Add +1781.7% 417,592 $933K
Stokes Family Office, LLC 0.09% Reduce -0.0% 17,914 $911K
Private Wealth Management Group, LLC 0.25% Add +7.5% 17,891 $909K
Fortis Capital Management LLC 0.13% Add +1.4% 17,682 $899K
GeoWealth Management, LLC 0.03% Reduce -1.9% 17,267 $878K
GC Wealth Management RIA, LLC 0.03% Reduce -1.9% 17,267 $878K
MMBG Investment Advisors Co. 0.08% No change 16,964 $862K
One Wealth Advisors, LLC 0.10% Reduce -1.0% 15,795 $803K
Arkadios Wealth Advisors 0.02% Add +2.1% 15,209 $773K
Summa Corp. 0.33% Add +23.3% 14,800 $752K
Insigneo Advisory Services, LLC 0.05% Add +3.1% 14,784 $751K
4J Wealth Management LLC 0.42% Reduce -0.4% 14,101 $717K
Kelly Financial Group LLC 0.18% Reduce -17.8% 13,399 $681K
Cibc World Market Inc. 0.00% Add +3.7% 13,274 $675K
Advisory Alpha, LLC 0.02% No change 13,044 $662K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.7% 12,943 $658K
Probity Advisors, Inc. 0.10% Reduce -0.3% 12,656 $643K
Prospera Financial Services Inc 0.01% Reduce -72.8% 12,522 $637K
Compound Planning, Inc. 0.02% Reduce -24.9% 12,361 $628K
Wolff Financial Management LLC 0.14% Add +0.9% 11,933 $607K
Pitcairn Co. 0.05% No change 11,680 $594K
Rialto Wealth Management, LLC 0.15% Reduce -0.1% 11,601 $590K
Cedar Point Capital Partners, LLC 0.36% Add +0.6% 10,951 $557K
Seed Wealth Management, Inc. 0.35% Reduce -16.3% 10,085 $513K
Investment Advisory Group, LLC 0.14% Add +1.0% 9,976 $507K
Parallel Advisors, LLC 0.01% Add +114.6% 9,945 $506K
Buckhead Capital Management LLC 0.17% Add +4.1% 9,295 $472K
Bison Wealth, LLC 0.04% Add +0.5% 8,781 $444K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +56.4% 8,371 $425K
Pettyjohn, Wood & White, Inc. 0.07% No change 8,090 $411K
Vise Technologies, Inc. 0.02% New 8,084 $411K
Private Trust Co. NA 0.04% Reduce -8.2% 8,065 $410K
Disciplined Investments, LLC 0.16% Reduce -29.7% 7,914 $402K
Adalta Capital Management LLC 0.18% New 7,800 $396K
Hoxton Planning & Management, LLC 0.12% Reduce -29.2% 7,268 $369K
Spire Wealth Management 0.01% No change 7,168 $364K
Valmark Advisers, Inc. 0.00% Add +7.8% 7,052 $358K
Level Four Advisory Services, LLC 0.01% Reduce -1.8% 6,980 $355K
MidAtlantic Capital Management, Inc. 0.24% No change 6,907 $351K
HSBC Holdings PLC 0.00% Reduce -24.2% 6,756 $343K
Apollon Wealth Management, LLC 0.01% New 6,582 $335K
Tru Independence Asset Management 2, LLC 0.22% No change 6,552 $333K
Edmond DE Rothschild Holding S.A. 0.00% No change 6,250 $318K
Concurrent Investment Advisors, LLC 0.01% Reduce -2.1% 6,127 $311K
Davis Wealth Advisors, LLC 0.28% New 6,049 $307K
Ashton Thomas Private Wealth, LLC 0.01% Add +13.1% 5,747 $292K
GTS Securities LLC 0.01% New 5,746 $292K
Chesley Taft & Associates LLC 0.01% No change 5,700 $290K
Advisory Services Network, LLC 0.00% Add +8.7% 5,678 $289K
Citizens Financial Group Inc. 0.00% Reduce -1.1% 5,666 $288K
Semitam Bonam LLC 0.25% No change 5,573 $283K
Independent Financial Group, LLC 0.01% Reduce -4.4% 5,515 $280K
Kestra Advisory Services, LLC 0.00% Add +2.6% 5,511 $280K
LexAurum Advisors, LLC 0.04% Reduce -10.5% 5,379 $273K
Oppenheimer & Co. Inc. 0.00% Reduce -55.9% 5,201 $264K
Secure Asset Management, LLC 0.04% Add +5.4% 5,167 $262K
Boreal Capital Management LLC 0.25% New 5,060 $257K
LVZ, Inc. 0.03% Reduce -0.0% 5,060 $257K
Meitav Investment House Ltd. 0.00% No change 5,055 $256K
Allworth Financial LP 0.00% No change 5,019 $255K
Weaver Consulting Group 0.06% Reduce -1.8% 4,837 $246K
Snowden Capital Advisors LLC 0.01% No change 4,836 $246K
L.M. Kohn & Company 0.29% Reduce -15.8% 4,815 $245K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 4,749 $241K
AdvisorNet Financial, Inc 0.01% Reduce -4.2% 4,493 $228K
Advisors Capital Management, LLC 0.00% New 4,472 $227K
Novem Group 0.03% No change 4,401 $224K
Alhambra Investment Management LLC 0.11% No change 4,381 $223K
Headinvest, LLC 0.05% Reduce -10.0% 4,372 $222K
Avior Wealth Management, LLC 0.01% No change 4,199 $213K
Global Retirement Partners, LLC 0.00% Add +13.6% 4,187 $213K
Macquarie Group Ltd. 0.00% No change 4,111 $209K
Cerity Partners LLC 0.00% New 3,964 $201K
Franklin Resources Inc. 0.00% Reduce -8.3% 3,300 $168K
BlackRock, Inc. 0.00% New 3,281 $167K
Harbour Investments, Inc. 0.00% Reduce -2.0% 3,061 $156K
Archer Investment Corp 0.03% Reduce -4.9% 2,908 $148K
Sunbelt Securities, Inc. 0.01% Reduce -20.4% 2,671 $136K
FMR LLC 0.00% Add +664.5% 2,630 $134K
Sound Income Strategies, LLC 0.01% Add +742.9% 2,495 $126K
Pittenger & Anderson Inc. 0.00% No change 2,100 $107K
LRI Investments, LLC 0.01% No change 1,960 $100K
Citigroup Inc. 0.00% Reduce -67.3% 1,948 $99K
Valley Wealth Managers, Inc. 0.01% Add +109.9% 1,618 $82K
AE Wealth Management LLC 0.00% Reduce -0.6% 1,570 $80K
National Bank of Canada 0.00% Add +14.7% 1,508 $77K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,300 $66K
Rockefeller Capital Management L.P. 0.00% New 1,272 $65K
Medallion Wealth Advisors, LLC 0.02% No change 1,250 $64K
Ameritas Advisory Services, LLC 0.00% Reduce -97.2% 1,193 $61K
NBT Bank, N.A. 0.00% Reduce -95.5% 51 $58K
BOK Financial Private Wealth, Inc. 0.00% New 1,100 $56K
MRP Capital Investments, LLC 0.04% No change 915 $46K
Steward Partners Investment Advisory, LLC 0.00% No change 818 $42K
HM Payson & Co. 0.00% No change 531 $27K
GPS Wealth Strategies Group, LLC 0.00% New 500 $25K
Lanark Financial, Inc. 0.00% Add +0.4% 457 $23K
Hanson & Doremus Investment Management 0.00% No change 418 $21K
Measured Wealth Private Client Group, LLC 0.01% New 403 $20K
Capital Investment Advisory Services, LLC 0.00% No change 375 $19K
Thompson Investment Management, Inc. 0.00% No change 354 $18K
Aptus Capital Advisors, LLC 0.00% No change 272 $14K
CIBC Private Wealth Group LLC 0.00% New 269 $14K
Harbor Asset Planning, Inc. 0.01% Add +0.9% 224 $11K
Larson Financial Group LLC 0.00% No change 192 $10K
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% No change 88 $4K
Farther Finance Advisors, LLC 0.00% Reduce -27.4% 85 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 75 $4K
Strengthening Families & Communities, LLC 0.00% No change 62 $3K
CVA Family Office, LLC 0.00% No change 40 $2K
EPG Wealth Management LLC 0.00% No change 37 $2K
Kiker Wealth Management, LLC 0.00% New 27 $1K
O'shaughnessy Asset Management, LLC 0.00% No change 12 $610
Strategic Advocates LLC 0.00% New 9 $457
EverSource Wealth Advisors, LLC 0.00% No change 2 $102

"% 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.