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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

243 managers (247 13F filers) reported a position in SLQD shares at 2024-12-31, 26,404,464 shares in all. 18 filers opened a position and 17 filers sold out during the quarter.

Managers
243
13F filers
247
New
18
Added
88
Reduced
81
Sold out
17
Shares held by filers
26,404,464

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NorthRock Partners, LLC3,866$192K0.01%+5013F-HR/ATimeline
Sunbelt Securities, Inc.3,354$167K0.01%+62713F-HRTimeline
Archer Investment Corp3,058$152K0.04%013F-HRTimeline
AdvisorNet Financial, Inc2,810$140K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,687$134K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC2,100$104K<0.01%-2513F-HRTimeline
LRI Investments, LLC1,960$97.5K0.01%013F-HRTimeline
AE Wealth Management LLC1,428$71K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,398$69.5K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,315$65.4K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,300$64.7K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,230$61.2K0.03%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,181$58.9K<0.01%013F-HRTimeline
MRP Capital Investments, LLC1,180$58.7K0.05%-1,41013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,145$57K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC1,090$54.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…818$40.7K<0.01%-10013F-HRTimeline
Christopher J. Hasenberg, Inc632$31.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…575$28.6K<0.01%013F-HRTimeline
HM PAYSON & CO500$24.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC418$20.8K<0.01%-8313F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.354$17.6K<0.01%013F-HRTimeline
Castleview Partners, LLC339$16.9K0.01%013F-HR/ATimeline
Sound Income Strategies, LLC296$14.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL269$13.4K<0.01%-1,00013F-HRTimeline
Geneos Wealth Management Inc.200$9.95K<0.01%013F-HRTimeline
Larson Financial Group LLC192$9.55K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC187$9.3K<0.01%013F-HRTimeline
Bangor Savings Bank175$8.71K<0.01%013F-HRTimeline
Allworth Financial LP173$8.63K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC147$7.33K<0.01%-4713F-HRTimelineGroup
Aptus Capital Advisors, LLC102$5.05K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.97K<0.01%013F-HRTimeline
Investors Research Corp92$4.58K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC85$4.22K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.75$3.73K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…61$3K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC43$2.14K<0.01%013F-HRTimeline
EPG Wealth Management LLC37$1.84K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC23$1.14K<0.01%013F-HRTimeline
REAP Financial Group, LLC11$553<0.01%-4913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$99<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC8$00%-4813F-HRTimelineGroupValue filed as zero, left out of ratios.