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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

241 managers (245 13F filers) reported a position in SLQD shares at 2025-03-31, 27,561,046 shares in all. 22 filers opened a position and 22 filers sold out during the quarter.

Managers
241
13F filers
245
New
22
Added
94
Reduced
86
Sold out
22
Shares held by filers
27,561,046

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY2,298,814$116M0.01%-27,69513F-HRTimelineGroup
LPL Financial LLC1,142,679$57.5M0.02%+125,85513F-HRTimeline
LJI Wealth Management, LLC1,104,378$55.5M11.06%+29,79113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,102,672$55.4M0.02%+38,39813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,082,055$54.4M0.01%-10,78213F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,031,220$51.8M1.65%-17,89013F-HRTimelineGroup
Bramshill Investments, LLC926,885$46.6M4.76%+566,91813F-HRTimeline
World Investment Advisors869,939$43.7M1.14%+32,90713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC856,200$43.1M0.01%+48,41613F-HRTimelineGroup
MAI Capital Management854,094$42.9M0.33%+51,94813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …835,389$42M0.07%013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC759,517$38.2M7.57%+128,06213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/690,717$34.7M<0.01%-31,24213F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.671,551$33.8M9.87%+215,69013F-HRTimeline
Crews Bank & Trust636,973$32M5.46%+6,06513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE595,327$29.9M0.04%+60,54413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA546,960$27.5M0.01%+16,93313F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA505,553$25.4M0.08%+2,64013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV423,385$21.3M1.7%+13,94713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding415,515$20.9M+34,024Timeline
Wiser Wealth Management, Inc389,788$19.6M5.5%+18,06113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC374,300$18.8M0.03%+145,55813F-HRTimeline
CAMDEN NATIONAL BANK297,814$15M2.22%+12,85313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC273,928$13.8M0.08%-3,34513F-HRTimelineGroup
Financiere des Professionnels - Fonds d…255,700$12.9M0.83%013F-HRTimeline
SCOTIA CAPITAL INC.251,518$12.6M0.07%+19,39413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.249,284$12.5M0.03%+45,78413F-HRTimelineGroup
Waterloo Capital, L.P.236,673$11.9M1.11%+36,03913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP230,629$11.6M0.01%+11,87613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding226,544$11.4M+22,792Timeline
Global Wealth Management Investment Adv…226,517$11.4M2.28%-34,90313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP224,837$11.3M0.19%+27,70213F-HRTimeline
HighTower Advisors, LLC220,189$11.1M0.02%+1,58013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.215,265$10.8M3.45%+15,55813F-HRTimeline
Atria Wealth Solutions, Inc.205,444$10.3M0.12%+192,65613F-HRTimeline
Cetera Investment Advisers188,640$9.48M0.02%+1,53113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…186,171$9.36M0.12%-47,91313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178,204$8.96M<0.01%+44,27213F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC164,893$8.29M6.29%+49,10513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC159,055$8M0.01%+5,80813F-HRTimeline
Ifrah Financial Services, Inc.149,066$7.5M2.15%+7,25113F-HRTimeline
Saiph Capital, LLC143,941$7.24M3.46%+1,42413F-HRTimeline
Summit Financial, LLC140,002$7.04M0.2%-7,22513F-HRTimeline
River Wealth Advisors LLC137,229$6.9M0.96%-20,99813F-HRTimeline
Sierra Capital LLC133,358$6.71M0.81%-1,26413F-HRTimeline
MML INVESTORS SERVICES, LLC132,070$6.64M0.02%+9,03413F-HRTimeline
Elevation Capital Advisory, LLC128,326$6.45M2.81%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.125,669$6.32M0.04%-11,86213F-HRTimeline
Federation des caisses Desjardins du Qu…123,851$6.23M0.03%-7,46513F-HRTimeline
Financial Engines Advisors L.L.C.121,774$6.12M0.01%-7,38713F-HRTimeline
NewEdge Advisors, LLC110,058$5.53M0.03%+16,49013F-HRTimeline
DecisionPoint Financial, LLC105,164$5.29M1.53%-4,57613F-HRTimeline
Rosenberg Matthew Hamilton104,210$5.24M1.31%-1,20513F-HRTimeline
Waverly Advisors, LLC103,768$5.22M0.06%+47813F-HRTimeline
Private Advisor Group, LLC102,550$5.16M0.03%-3,35513F-HRTimeline
Whalen Wealth Management Inc.98,345$4.94M3.3%+17,31013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN94,330$4.74M<0.01%-2,97113F-HRTimelineGroup
Charter Oak Capital Management, LLC90,061$4.53M0.42%-7,97013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC87,278$4.39M<0.01%new13F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…80,276$4.04M0.21%-1,85013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,807$4.01M0.01%+67,43013F-HR/ATimelineGroup
Sanctuary Advisors, LLC79,498$4M0.03%-1,32313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC79,810$3.97M0.09%013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC78,548$3.95M0.93%new13F-HRTimeline
Atria Investments, Inc77,542$3.9M0.05%-52,20713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.76,138$3.83M0.01%-5,14413F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC75,374$3.79M1.95%-6,92913F-HRTimeline
Belpointe Asset Management LLC74,350$3.74M0.19%new13F-HRTimeline
Obsido Oy67,411$3.39M2.9%+1,90613F-HRTimeline
Rockbridge Investment Management, LCC61,971$3.12M0.37%-2,61013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,938$3.01M<0.01%+14313F-HR/ATimelineGroup
Fonville Wealth Management LLC52,992$2.67M0.79%+6,09113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP52,702$2.65M<0.01%+21,66513F-HR/ATimelineGroup
Siligmueller & Norvid Wealth Advisors L…52,778$2.64M1.12%-17613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,194$2.57M<0.01%+2,95613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth50,133$2.52M0.04%+15,75913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding47,979$2.41M-9,627Timeline
Turn8 Private Wealth Inc.45,976$2.31M1.81%+1,09213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,318$2.18M<0.01%+3,95013F-HRTimelineGroup
COMERICA BANK43,022$2.16M0.01%-13313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,354$2.13M<0.01%+11,78113F-HRTimelineGroup
Laurel Wealth Advisors LLC40,883$2.06M0.32%-2,17713F-HRTimeline
Mariner, LLCin group Mariner, LLC39,626$1.99M<0.01%+6,87613F-HRTimelineGroup
TD Waterhouse Canada Inc.39,378$1.98M0.02%+4,29913F-HRTimeline
Argent Advisors, Inc.38,894$1.96M0.65%+6,67113F-HRTimeline
VISTA INVESTMENT MANAGEMENT38,242$1.92M0.75%-45013F-HRTimeline
Montis Financial, LLC38,044$1.91M0.56%-8,52113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,817$1.9M0.08%-5,92013F-HRTimelineGroup
Curi Capital, LLC37,780$1.9M0.05%-13213F-HRTimeline
American Money Management, LLC37,275$1.87M0.36%-61913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…36,996$1.86M0.16%-5,85213F-HRTimeline
Cosner Financial Group, LLC34,744$1.75M1.07%+7813F-HRTimeline
OFC FINANCIAL PLANNING, LLC34,207$1.72M1.95%-19,36413F-HRTimeline
Sugar Maple Asset Management, LLC31,711$1.59M1.26%+50513F-HRTimeline
NDWM LLC29,407$1.48M1.45%+10,72213F-HRTimeline
Private Wealth Group, LLC29,347$1.48M0.87%013F-HRTimeline
Biondo Investment Advisors, LLC28,930$1.45M0.21%+3,20013F-HRTimeline
Life Planning Partners, Inc28,384$1.43M1.29%-75813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,024$1.41M<0.01%-1,03013F-HRTimelineGroup
IPG Investment Advisors LLC26,819$1.35M0.31%-65613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,779$1.35M<0.01%+21,05313F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA25,949$1.3M0.06%-1,19313F-HRTimeline
City Center Advisors, LLC25,575$1.29M1.5%+1,40413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding24,545$1.23M-4,437Timeline
Garden State Investment Advisory Servic…24,184$1.22M0.39%+66713F-HRTimeline
KELLY FINANCIAL GROUP LLC24,166$1.22M0.38%-10,63113F-HRTimeline
Central Pacific Bank - Trust Division23,454$1.18M0.16%-3513F-HRTimeline
Sigma Planning Corp23,411$1.18M0.04%+3,59513F-HRTimeline
Wescott Financial Advisory Group, LLC23,336$1.17M0.12%-1,02713F-HRTimeline
Cedar Point Capital Partners, LLC22,792$1.15M0.77%+5113F-HRTimeline
PrairieView Partners, LLC22,322$1.12M0.12%-6,88913F-HRTimeline
Factor Wealth Management LTD21,972$1.1M0.34%+813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich21,540$1.08M<0.01%+2,02113F-HR/ATimeline
Janney Montgomery Scott LLC20,862$1.05M<0.01%+4,14013F-HRTimeline
Rehmann Capital Advisory Group20,621$1.04M0.07%+1,27313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,271$1.02M0.16%-7413F-HRTimeline
Prospera Financial Services Inc19,736$992K0.02%new13F-HRTimeline
FC Advisory LLC19,504$981K0.33%+6813F-HRTimeline
JGP Wealth Management, LLC19,303$971K0.13%+1,31913F-HRTimeline
Stokes Family Office, LLC17,917$901K0.1%013F-HRTimeline
IFP Advisors, Inc17,797$895K0.03%new13F-HRTimeline
Fortis Capital Management LLC17,331$871K0.17%-8413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,964$853K0.1%013F-HRTimeline
One Wealth Advisors, LLC16,928$851K0.13%new13F-HRTimeline
Compound Planning, Inc.16,695$839K0.04%+4,06513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,605$835K<0.01%-16,06013F-HRTimelineGroup
Mutual Advisors, LLC16,457$828K0.02%-1,26313F-HRTimeline
Private Wealth Management Group, LLC15,993$804K0.3%+1,87713F-HRTimeline
GeoWealth Management, LLC15,927$801K0.03%+7,88813F-HRTimeline
GC Wealth Management RIA, LLC15,927$801K0.15%+7,88913F-HRTimeline
Freedom Investment Management, Inc.15,601$784K0.07%-92913F-HRTimeline
4J Wealth Management LLC14,413$725K0.57%-513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,192$714K0.01%+10,08513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC13,978$703K0.07%new13F-HRTimeline
Probity Advisors, Inc.13,750$691K0.13%-10,98213F-HRTimeline
Integrated Wealth Concepts LLC13,292$668K0.01%+2,55113F-HRTimeline
Advisory Alpha, LLC13,044$656K0.02%013F-HR/ATimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD12,502$627K0.01%-1,24313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12,272$617K<0.01%-27,16413F-HRTimelineGroup
CIBC WORLD MARKET INC.12,131$610K<0.01%+1,83813F-HRTimeline
Arkadios Wealth Advisors12,057$606K0.02%-21313F-HRTimeline
Seed Wealth Management, Inc.12,050$606K0.49%-21013F-HRTimeline
Summa Corp.12,000$603K0.35%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,971$602K0.01%-2,31513F-HRTimelineGroup
Wolff Financial Management LLC11,719$589K0.16%-16713F-HRTimeline
PITCAIRN COin group PITCAIRN CO11,680$587K0.04%new13F-HRTimelineGroup
Rialto Wealth Management, LLC11,613$584K0.18%-10913F-HRTimeline
Disciplined Investments, LLC11,239$565K0.26%-34913F-HRTimeline
Cambridge Investment Research Advisors,…10,764$541K<0.01%-4,68213F-HRTimeline
Hoxton Planning & Management, LLC10,705$538K0.21%-9313F-HRTimeline
HRT FINANCIAL LP10,394$522K<0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,380$522K0.05%new13F-HRTimeline
Investment Advisory Group, LLC9,876$497K0.17%+9113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,738$490K<0.01%+3,63813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,354$470K0.01%-64013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,246$465K0.01%-22213F-HRTimelineGroup
Bison Wealth, LLC8,690$437K0.04%+2513F-HRTimeline
TWO SIGMA SECURITIES, LLC8,557$430K0.07%+4,07713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,103$407K<0.01%-37113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,090$407K0.08%+10013F-HRTimeline
BARINGS LLCin group BARINGS LLC7,884$396K0.01%013F-HRTimelineGroup
LVZ, Inc.7,540$379K0.05%+60913F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC7,397$372K0.12%+21413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,128$358K0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,080$356K<0.01%-49713F-HRTimelineGroup
MidAtlantic Capital Management, Inc.6,907$347K0.27%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,616$333K0.01%013F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,552$329K0.25%-27513F-HRTimeline
Valmark Advisers, Inc.6,531$328K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,320$318K<0.01%-15,09113F-HRTimeline
Orion Portfolio Solutions, LLC6,320$318K<0.01%-15,09113F-HR/ATimeline
TPG Financial Advisors, LLC6,266$315K0.14%-1,56913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,250$314K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,188$311K<0.01%+73913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,050$304K<0.01%-66013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,942$299K<0.01%013F-HRTimelineGroup
Chesley Taft & Associates LLC5,700$287K0.01%013F-HRTimeline
LexAurum Advisors, LLC5,602$282K0.05%-37013F-HRTimeline
Weaver Consulting Group5,336$268K0.08%-8513F-HRTimeline
CALTON & ASSOCIATES, INC.5,318$267K0.06%013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC5,211$262K0.01%-45013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,039$253K<0.01%+12113F-HR/ATimelineGroup
HEADINVEST, LLC4,859$244K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.4,848$244K0.1%new13F-HRTimeline
Snowden Capital Advisors LLC4,836$243K0.01%013F-HRTimeline
Secure Asset Management, LLC4,623$232K0.05%new13F-HRTimeline
Advisory Services Network, LLC4,573$230K<0.01%-4613F-HRTimeline
NOVEM GROUP4,401$221K0.03%013F-HRTimeline
PRIVATE TRUST CO NA4,390$221K0.02%013F-HRTimeline
Alhambra Investment Management LLC4,381$220K0.11%-47313F-HRTimeline
Avior Wealth Management, LLC4,199$211K0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,111$207K<0.01%-167,84713F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources4,100$206K<0.01%-80013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,999$201K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,425$172K0.01%+61513F-HRTimeline
Sunbelt Securities, Inc.3,354$169K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,261$164K<0.01%-88513F-HRTimeline
Archer Investment Corp3,058$154K0.04%013F-HRTimeline
Parallel Advisors, LLC2,735$138K<0.01%-1,27713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,629$132K0.01%new13F-HRTimeline