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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
MORGAN STANLEYin group MORGAN STANLEY2,326,509$116M0.01%+120,57213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,092,837$54.4M0.01%-126,95613F-HRTimelineGroup
LJI Wealth Management, LLC1,074,587$53.4M10.53%+183,73313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,064,274$52.9M0.02%13F-HR/ATimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,049,110$52.2M1.64%+36,40613F-HRTimelineGroup
LPL Financial LLC1,016,824$50.6M0.02%+238,81213F-HRTimeline
World Investment Advisors837,032$41.6M1.14%+32,55713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …835,389$41.6M0.07%+193,82613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC807,784$40.2M0.01%-1,025,74913F-HRTimelineGroup
MAI Capital Management802,146$39.9M0.3%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/721,959$35.9M<0.01%+4,09513F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC631,455$31.4M6.24%+297,12013F-HRTimeline
Crews Bank & Trust630,908$31.4M5.29%13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE534,783$26.6M0.04%+27,39013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA530,027$26.4M0.01%+54,77013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA502,913$25M0.08%-3,86613F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.455,861$22.7M7.58%+443,56113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV409,438$20.4M1.65%+28,74313F-HRTimeline
Williams Financial, LLC395,613$19.7M12.25%+11,88113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding381,491$19M+17,256Timeline
Wiser Wealth Management, Inc371,727$18.5M5.19%+15,05513F-HRTimeline
Bramshill Investments, LLC359,967$17.9M2.81%+36,41613F-HRTimeline
CAMDEN NATIONAL BANK284,961$14.2M2.12%+12,21513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Southern Style Financial, Inc.279,382$13.9M11.25%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC277,273$13.8M0.09%-12,08513F-HRTimelineGroup
Global Wealth Management Investment Adv…261,420$13M2.68%+13,07913F-HRTimeline
Financiere des Professionnels - Fonds d…255,700$12.7M0.89%-14,30013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…234,084$11.6M0.19%+3,85513F-HRTimelineGroup
SCOTIA CAPITAL INC.232,124$11.5M0.06%-62713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC228,742$11.4M0.02%-27,37813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP218,753$10.9M0.01%+4,84713F-HRTimelineGroup
HighTower Advisors, LLC218,609$10.9M0.01%-40813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding203,752$10.1M+19,418Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,500$10.1M0.02%-77,80113F-HR/ATimelineGroup
Waterloo Capital, L.P.200,634$9.98M1.05%+26,54213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.199,707$9.93M3.22%+20,68813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP197,135$9.81M0.27%-37,08913F-HRTimeline
Cetera Investment Advisers187,109$9.31M0.02%+1,97113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD171,958$8.55M0.01%013F-HRTimelineGroup
River Wealth Advisors LLC158,227$7.87M1.04%-162,24913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,247$7.62M0.01%+6,82913F-HRTimeline
Summit Financial, LLC147,227$7.32M0.26%+9,73313F-HRTimeline
Saiph Capital, LLC142,517$7.09M3.22%+94713F-HRTimeline
Ifrah Financial Services, Inc.141,815$7.05M1.95%+73,20013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.137,531$6.84M0.04%-28,40213F-HRTimeline
Sierra Capital LLC134,622$6.7M0.79%+41,18613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO133,932$6.66M<0.01%-5,81713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…131,316$6.53M0.03%+9,80513F-HRTimeline
Atria Investments, Inc129,749$6.45M0.08%-2,80413F-HRTimeline
Financial Engines Advisors L.L.C.129,161$6.42M0.01%-3,47013F-HRTimeline
MML INVESTORS SERVICES, LLC123,036$6.12M0.02%+9,63513F-HRTimeline
FLOW TRADERS U.S. LLC116,347$5.79M0.23%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC115,788$5.76M4.86%+4,42213F-HRTimeline
DecisionPoint Financial, LLC109,740$5.46M1.67%+66113F-HRTimeline
Private Advisor Group, LLC105,905$5.27M0.03%+3,47613F-HRTimeline
Rosenberg Matthew Hamilton105,415$5.24M1.36%-2,30513F-HRTimeline
Waverly Advisors, LLC103,290$5.14M0.08%+8,25813F-HRTimeline
Charter Oak Capital Management, LLC98,031$4.88M0.45%-4,47213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,301$4.84M<0.01%-58,32413F-HRTimelineGroup
NewEdge Advisors, LLC93,568$4.65M0.03%-10,01013F-HRTimeline
Trail Ridge Investment Advisors, LLC82,303$4.09M1.95%+1,87113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…82,126$4.08M0.21%+20013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.81,282$4.04M0.01%-13,89613F-HRTimelineGroup
Sanctuary Advisors, LLC80,821$4.04M0.03%-46,71513F-HRTimeline
Whalen Wealth Management Inc.81,035$4.03M2.79%+31,28813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC79,810$3.97M0.09%+4,54413F-HRTimelineGroup
Obsido Oy65,505$3.26M2.93%13F-HRTimeline
Rockbridge Investment Management, LCC64,581$3.21M0.41%-2,48213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,795$2.97M<0.01%-6,39913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding57,606$2.87M-2,435Timeline
OFC FINANCIAL PLANNING, LLC53,571$2.66M2.81%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…52,954$2.63M1.12%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,238$2.4M<0.01%+25,72413F-HR/ATimeline
Fonville Wealth Management LLC46,901$2.33M0.77%+7,68813F-HRTimeline
Montis Financial, LLC46,565$2.32M0.72%new13F-HRTimeline
Turn8 Private Wealth Inc.44,884$2.23M1.59%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,737$2.18M0.08%+9,19713F-HRTimelineGroup
COMERICA BANK43,155$2.15M0.01%+57013F-HR/ATimeline
Laurel Wealth Advisors LLC43,060$2.14M0.33%-25413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42,848$2.13M0.18%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC39,436$1.96M0.01%-30,39013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,368$1.96M<0.01%+2,51713F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT38,692$1.92M0.73%+1,33413F-HRTimeline
Curi Capital, LLC37,912$1.89M0.04%+1,30613F-HRTimeline
American Money Management, LLC37,894$1.88M0.37%-1,82813F-HRTimeline
TD Waterhouse Canada Inc.35,079$1.74M0.01%+2313F-HRTimeline
KELLY FINANCIAL GROUP LLC34,797$1.73M0.62%13F-HRTimeline
Cosner Financial Group, LLC34,666$1.72M1.09%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth34,374$1.71M0.03%-3,72413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,750$1.63M<0.01%-1,93813F-HRTimelineGroup
Argent Advisors, Inc.32,223$1.6M0.59%-4,42513F-HRTimeline
Sugar Maple Asset Management, LLC31,206$1.55M1.18%-77013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,037$1.54M<0.01%+30,01013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,573$1.52M<0.01%+4,04713F-HRTimelineGroup
Private Wealth Group, LLC29,347$1.46M0.71%013F-HRTimeline
PrairieView Partners, LLC29,211$1.45M0.15%-38,89513F-HRTimeline
Life Planning Partners, Inc29,142$1.45M1.34%-26913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,054$1.45M<0.01%+38513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding28,982$1.44M-2,351Timeline
IPG Investment Advisors LLC27,475$1.37M0.31%-54,03813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA27,142$1.35M0.06%-5,01213F-HRTimeline
W1M Asset Management Ltd26,900$1.34M0.11%013F-HRTimeline
Biondo Investment Advisors, LLC25,730$1.28M0.18%+40513F-HRTimeline
OLD MISSION CAPITAL LLC25,321$1.26M0.03%new13F-HRTimeline
Probity Advisors, Inc.24,732$1.23M0.24%-43,31113F-HRTimeline
Wescott Financial Advisory Group, LLC24,363$1.21M0.13%-1,47513F-HRTimeline
City Center Advisors, LLC24,171$1.2M1.35%+2,78313F-HRTimeline
Garden State Investment Advisory Servic…23,517$1.17M0.36%+27913F-HRTimeline
Central Pacific Bank - Trust Division23,489$1.17M0.15%013F-HRTimeline
Cedar Point Capital Partners, LLC22,741$1.13M0.77%-2513F-HRTimeline
Factor Wealth Management LTD21,964$1.09M0.36%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich19,519$1.07M<0.01%+1,34913F-HRTimeline
Orion Porfolio Solutions, LLC21,411$1.06M0.01%-4,88613F-HRTimeline
Orion Portfolio Solutions, LLC21,411$1.06M0.01%-4,88613F-HRTimeline
Beaird Harris Wealth Management, LLC21,132$1.05M0.09%-52313F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD20,680$1.03M<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,345$1.01M0.15%+16,20713F-HRTimeline
Sigma Planning Corp19,816$986K0.03%new13F-HRTimeline
FC Advisory LLC19,436$967K0.32%+13313F-HRTimeline
Rehmann Capital Advisory Group19,348$962K0.06%+2,86613F-HRTimeline
NDWM LLC18,685$929K0.78%-10,40413F-HRTimeline
Strategic Advocates LLC18,087$900K0.3%+2,76013F-HRTimeline
JGP Wealth Management, LLC17,984$895K0.12%+5,63713F-HRTimeline
Stokes Family Office, LLC17,917$891K0.1%013F-HRTimeline
Mutual Advisors, LLC17,720$883K0.03%-4813F-HRTimeline
Fortis Capital Management LLC17,415$866K0.16%+20313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,665$844K<0.01%+14,58613F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.16,964$844K0.09%013F-HRTimeline
Janney Montgomery Scott LLC16,722$832K<0.01%+8,60913F-HRTimeline
Freedom Investment Management, Inc.16,530$822K0.07%-2,10913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,844$788K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,754$784K<0.01%+3,27513F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,446$768K<0.01%+5913F-HRTimeline
4J Wealth Management LLC14,418$717K0.58%-89813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,286$711K0.01%-2,21413F-HRTimelineGroup
Private Wealth Management Group, LLC14,116$702K0.27%+2,35813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD13,745$682K0.01%-26713F-HRTimelineGroup
Advisory Alpha, LLC13,044$649K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.12,788$636K0.01%+7813F-HRTimeline
Compound Planning, Inc.12,630$628K0.03%-13713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,377$616K<0.01%-62,22413F-HRTimelineGroup
Arkadios Wealth Advisors12,270$610K0.03%-46813F-HRTimeline
Seed Wealth Management, Inc.12,260$610K0.49%-2,80013F-HRTimeline
Summa Corp.12,000$597K0.29%013F-HRTimeline
Wolff Financial Management LLC11,886$591K0.16%-3,67313F-HRTimeline
Rialto Wealth Management, LLC11,722$583K0.19%13F-HRTimeline
Disciplined Investments, LLC11,588$576K0.28%-1,91713F-HRTimeline
Hoxton Planning & Management, LLC10,798$537K0.21%-13513F-HRTimeline
Integrated Wealth Concepts LLC10,741$534K0.01%-1,11713F-HRTimeline
CIBC WORLD MARKET INC.10,293$512K<0.01%+2,71413F-HRTimeline
B. Riley Wealth Advisors, Inc.9,994$497K0.02%+46713F-HRTimeline
Investment Advisory Group, LLC9,785$487K0.16%+10013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,468$471K0.01%+18713F-HRTimelineGroup
Bison Wealth, LLC8,665$431K0.05%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,474$422K<0.01%+3,02513F-HRTimeline
GeoWealth Management, LLC8,039$400K0.01%-3013F-HRTimeline
GC Wealth Management RIA, LLC8,038$400K0.07%-2913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,990$397K0.07%+27513F-HRTimeline
BARINGS LLCin group BARINGS LLC7,884$392K0.01%013F-HRTimelineGroup
TPG Financial Advisors, LLC7,835$390K0.17%-29313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,577$377K<0.01%new13F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC7,183$357K0.11%-1,17213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,128$355K0.01%-14013F-HRTimelineGroup
LVZ, Inc.6,931$345K0.04%+1,05313F-HRTimeline
MidAtlantic Capital Management, Inc.6,907$344K0.25%+56713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,827$340K0.28%013F-HRTimeline
Prime Capital Investment Advisors, LLC6,710$334K<0.01%-72813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,616$329K0.01%013F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…6,542$325K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,250$311K0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,100$303K<0.01%+3,37913F-HRTimelineGroup
Creative Planningin group Creative Planning6,044$301K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.5,992$298K<0.01%+813F-HRTimeline
LexAurum Advisors, LLC5,972$297K0.06%-28813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,942$296K<0.01%+11113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,726$285K<0.01%-246,32013F-HRTimelineGroup
Chesley Taft & Associates LLC5,700$284K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,661$282K0.01%-30013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,449$271K<0.01%-9,61113F-HRTimelineGroup
Weaver Consulting Group5,421$270K0.08%-16813F-HRTimeline
Cornell Pochily Investment Advisors, In…5,384$268K0.09%+5813F-HRTimeline
CALTON & ASSOCIATES, INC.5,318$265K0.12%new13F-HRTimeline
Kovack Advisors, Inc.5,270$262K0.03%+15013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,918$245K<0.01%-2,63013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources4,900$244K<0.01%+1,60013F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC4,894$243K0.1%013F-HRTimeline
Foundations Investment Advisors, LLC4,879$243K<0.01%-8,54513F-HRTimeline
HEADINVEST, LLC4,859$242K0.05%013F-HRTimeline
Alhambra Investment Management LLC4,854$241K0.12%-68013F-HRTimeline
Snowden Capital Advisors LLC4,836$241K0.01%013F-HRTimeline
Advisory Services Network, LLC4,619$230K<0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,527$225K0.03%+713F-HRTimeline
Tortoise Investment Management, LLC4,505$224K0.02%-3,86913F-HR/ATimeline
TWO SIGMA SECURITIES, LLC4,480$223K0.04%new13F-HRTimeline
NOVEM GROUP4,401$219K0.03%13F-HRTimeline
PRIVATE TRUST CO NA4,390$218K0.02%013F-HRTimeline
Avior Wealth Management, LLC4,199$209K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,146$206K0.01%+62513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,107$204K<0.01%-31213F-HRTimelineGroup
Parallel Advisors, LLC4,012$200K<0.01%+1,27713F-HRTimeline