iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q4 2025 (December 31)254holders +11
18new positions
13sold out
1famous investor
$50.70avg. 13F price*
At the end of Q4 2025, 254 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 11 from Q3 2025. 18 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($119.3M), Allspring Global Investments Holdings, LLC ($105.3M) and LJI Wealth Management, LLC ($66.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.6M |
| Exits | 13 | $17.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,457,572 shares bought and 1,977,525 shares sold, net −519,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Morgan Stanley | 0.01% | Add +1.6% | 2,353,233 | $119.3M |
| Allspring Global Investments Holdings, LLC | 0.17% | Add +18.6% | 2,077,168 | $105.3M |
| LJI Wealth Management, LLC | 10.13% | Add +13.4% | 1,308,304 | $66.3M |
| LPL Financial LLC | 0.02% | Add +3.4% | 1,151,880 | $58.4M |
| UBS Group AG | 0.01% | Add +1.1% | 1,128,504 | $57.2M |
| MAI Capital Management | 0.30% | Add +8.3% | 1,030,751 | $52.3M |
| Bramshill Investments, LLC | 2.86% | Add +3.2% | 997,815 | $50.6M |
| World Investment Advisors | 0.83% | Add +2.4% | 994,418 | $50.4M |
| Farmers & Merchants Investments Inc. | 1.36% | Reduce -2.0% | 968,322 | $49.1M |
| Voisard Asset Management Group, Inc. | 9.30% | Add +6.1% | 849,950 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.5% | 810,737 | $41.1M |
| Crews Bank & Trust | 5.34% | Add +7.6% | 736,390 | $37.3M |
| Royal Bank of Canada | 0.01% | Add +3.3% | 687,598 | $34.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 678,490 | $34.4M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 589,218 | $29.9M |
| Creative Financial Designs Inc. | 1.56% | Add +5.4% | 488,532 | $24.8M |
| NewEdge Advisors, LLC | 0.09% | Add +3.3% | 477,814 | $24.2M |
| Greenup Street Wealth Management LLC | 3.41% | Reduce -46.3% | 466,209 | $23.6M |
| Wiser Wealth Management, Inc | 5.22% | Add +3.1% | 462,972 | $23.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.25% | Reduce -22.5% | 434,400 | $22.0M |
| Corient Private Wealth LP | 0.03% | Reduce -0.6% | 415,211 | $21.1M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +1.4% | 378,511 | $19.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -19.3% | 360,957 | $18.3M |
| Camden National Bank | 2.46% | Add +6.3% | 353,356 | $17.9M |
| Cetera Investment Advisers | 0.02% | Add +3.3% | 293,204 | $14.9M |
| Colonial Trust Advisors | 1.12% | Add +2.3% | 292,855 | $14.8M |
| Tiaa Trust, National Association | 0.03% | Reduce -0.0% | 280,277 | $14.2M |
| Global Wealth Management Investment Advisory, Inc. | 2.10% | Add +8.6% | 258,597 | $13.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 228,232 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 227,270 | $11.5M |
| Integral Investment Advisors, Inc. | 2.64% | Add +5.2% | 210,207 | $10.7M |
| Waterloo Capital, L.P. | 0.76% | Reduce -6.5% | 207,052 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.5% | 199,468 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 189,318 | $9.6M |
| Sierra Capital LLC | 0.97% | Reduce -0.0% | 181,639 | $9.2M |
| Colonial Trust Co / SC | 1.21% | Add +2.4% | 179,355 | $9.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 173,068 | $8.8M |
| Loomis Sayles & Co. L P | 0.01% | Add +156.7% | 172,000 | $8.7M |
| Ifrah Financial Services, Inc. | 2.17% | Add +2.6% | 166,501 | $8.4M |
| LaSalle St. Investment Advisors, LLC | 1.28% | Add +15.8% | 156,820 | $8.0M |
| Saiph Capital, LLC | 2.83% | Add +1.8% | 155,483 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.3% | 154,093 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +8.3% | 149,203 | $7.6M |
| Alterna Wealth Management, Inc. | 6.30% | Reduce -4.5% | 149,103 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 139,066 | $7.1M |
| Summit Financial, LLC | 0.10% | Reduce -1.6% | 138,510 | $7.0M |
| Scotia Capital Inc. | 0.03% | Add +1.9% | 136,027 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +11.7% | 135,240 | $6.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +3.5% | 129,836 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +3.8% | 112,656 | $5.7M |
| River Wealth Advisors LLC | 0.61% | Reduce -6.7% | 108,095 | $5.5M |
| Principal Securities, Inc. | 0.08% | Add +6.1% | 106,164 | $5.4M |
| Lido Advisors, LLC | 0.02% | Reduce -0.0% | 103,130 | $5.2M |
| Waverly Advisors, LLC | 0.04% | Add +0.1% | 103,375 | $5.2M |
| JT Stratford LLC | 0.66% | Reduce -2.4% | 100,312 | $5.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +0.6% | 99,882 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -4.1% | 94,511 | $4.8M |
| Kathmere Capital Management, LLC | 0.32% | Reduce -4.0% | 93,911 | $4.8M |
| DecisionPoint Financial, LLC | 1.04% | Reduce -3.6% | 93,546 | $4.7M |
| Rosenberg Matthew Hamilton | 0.94% | Reduce -3.8% | 89,873 | $4.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.8% | 87,285 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.6% | 86,998 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 86,584 | $4.4M |
| Fairview Capital Investment Management, LLC | 0.21% | Reduce -0.1% | 81,026 | $4.1M |
| Trail Ridge Investment Advisors, LLC | 1.75% | Add +5.8% | 80,396 | $4.1M |
| Sugar Maple Asset Management, LLC | 2.34% | Add +129.4% | 68,589 | $3.5M |
| Townsend Financial Planning, LLC | 3.44% | — | 67,715 | $3.4M |
| Belpointe Asset Management LLC | 0.12% | Reduce -18.5% | 64,378 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.7% | 61,829 | $3.1M |
| Rockbridge Investment Management, LCC | 0.29% | Reduce -0.4% | 60,874 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +21.3% | 59,611 | $3.0M |
| Fonville Wealth Management LLC | 0.60% | Add +3.6% | 58,303 | $3.0M |
| Charter Oak Capital Management, LLC | 0.22% | Reduce -29.6% | 57,883 | $2.9M |
| JGP Wealth Management, LLC | 0.30% | Add +25.6% | 56,071 | $2.8M |
| Obsido Oy | 1.73% | Reduce -10.3% | 55,650 | $2.8M |
| IFP Advisors, Inc | 0.06% | Add +1.7% | 55,107 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +4.6% | 54,443 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -41.0% | 54,006 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -9.5% | 49,109 | $2.5M |
| Life Planning Partners, Inc | 1.84% | Add +31.4% | 47,297 | $2.4M |
| Turn8 Private Wealth Inc. | 1.71% | Reduce -0.2% | 46,954 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.3% | 46,907 | $2.4M |
| Portus Wealth Advisors, LLC | 2.16% | Reduce -0.3% | 45,164 | $2.3M |
| Vista Investment Management | 0.72% | Add +14.4% | 42,973 | $2.2M |
| American Wealth Advisors, LLC | 2.11% | Add +3.3% | 42,283 | $2.1M |
| Topor & Co. Korea | 1.61% | — | 42,131 | $2.1M |
| Argent Advisors, Inc. | 0.59% | Add +9.8% | 41,992 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 40,474 | $2.1M |
| Laurel Wealth Advisors LLC | 0.27% | Reduce -0.7% | 40,161 | $2.0M |
| Capital Financial Group Inc\co\ | 1.02% | — | 36,183 | $1.8M |
| NDWM LLC | 1.20% | Add +16.7% | 35,899 | $1.8M |
| Curi Capital, LLC | 0.03% | Add +0.3% | 32,584 | $1.7M |
| Cosner Financial Group, LLC | 0.84% | Reduce -6.3% | 32,565 | $1.7M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.8% | 32,460 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +14.1% | 32,278 | $1.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.0% | 32,059 | $1.6M |
| Ofc Financial Planning, LLC | 1.52% | Reduce -3.4% | 31,674 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -85.0% | 31,582 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -16.7% | 31,470 | $1.6M |
| Nomura Asset Management International Inc. | 0.00% | — | 30,605 | $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.