Vault-13

ISHARES TR SLQD

0-5YR INVT GR CP · ETP · CUSIP 46434V100

248 institutional holders +1 vs Q1 2025
28,072,13928.1m shares reported held*
$1.4bnreported value*
13 new 87 added 93 reduced 14 sold out net bought ≈ $26.3m (+520.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($618.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.60. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 235Q4 22: 242Q1 23: 234Q2 23: 232Q3 23: 236Q4 23: 246Q1 24: 236Q2 24: 238Q3 24: 239Q4 24: 249Q1 25: 247Q2 25: 248248Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022235
Q4 2022242
Q1 2023234
Q2 2023232
Q3 2023236
Q4 2023246
Q1 2024236
Q2 2024238
Q3 2024239
Q4 2024249
Q1 2025247
Q2 2025248

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 89 bought or addedQ3 23: 111 cut or sold outQ4 23: 88 bought or addedQ4 23: 129 cut or sold outQ4 23Q1 24: 107 bought or addedQ1 24: 117 cut or sold outQ2 24: 103 bought or addedQ2 24: 106 cut or sold outQ2 24Q3 24: 100 bought or addedQ3 24: 102 cut or sold outQ4 24: 106 bought or addedQ4 24: 99 cut or sold outQ4 24Q1 25: 116 bought or addedQ1 25: 107 cut or sold outQ2 25: 100 bought or addedQ2 25: 107 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202389111
Q4 202388129
Q1 2024107117
Q2 2024103106
Q3 2024100102
Q4 202410699
Q1 2025116107
Q2 2025100107

Biggest buyers

ROYAL BANK OF CANADA Added +657,052+657.1k
NewEdge Advisors, LLC Added +173,028+173.0k
JANE STREET GROUP, LLC Added +149,206+149.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +117,429+117.4k
ASSETMARK, INC Added +113,017+113.0k
WELLS FARGO & COMPANY/MN Added +110,997+111.0k
Waterloo Capital, L.P. Added +104,429+104.4k
Mariner, LLC Added +100,612+100.6k
LPL Financial LLC Added +85,058+85.1k
World Investment Advisors Added +76,635+76.6k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -220,612-220.6k
Atria Wealth Solutions, Inc. Reduced -200,549-200.5k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -197,032-197.0k
Lido Advisors, LLC Reduced -175,165-175.2k
Elevation Capital Advisory, LLC Sold out -128,326-128.3k
SCOTIA CAPITAL INC. Reduced -120,933-120.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -108,800-108.8k
OSAIC HOLDINGS, INC. Reduced -99,287-99.3k
Harel Insurance Investments & Financial Services Ltd. Reduced -86,548-86.5k
LaSalle St. Investment Advisors, LLC Sold out -78,548-78.5k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,258,1112.3m $114.2m $114.2m 0.01% Reduced -40.7k -40,703
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,227,7371.2m $62.1m $62.1m 0.02% Added +85.1k +85,058
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,204,0121.2m $60.9m $60.9m 0.01% Added +657.1k +657,052
4 LJI Wealth Management, LLC 9.88% of their portfolio INDIANAPOLIS, IN 1,120,8451.1m $56.7m $56.7m 9.88% Added +16.5k +16,467
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,104,1381.1m $55.9m $55.9m 0.01% Added +22.1k +22,083
6 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,082,5421.1m $54.8m $54.8m 0.02% Reduced -20.1k -20,130
7 FARMERS & MERCHANTS INVESTMENTS INC 1.49% of their portfolio LINCOLN, NE 1,008,0951.0m $51.0m $51.0m 1.49% Reduced -23.1k -23,125
8 Bramshill Investments, LLC 5.05% of their portfolio NAPLES, FL 954,338954.3k $48.3m $48.3m 5.05% Added +27.5k +27,453
9 World Investment Advisors 1.09% of their portfolio LINCROFT, NJ 946,574946.6k $47.9m $47.9m 1.09% Added +76.6k +76,635
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 887,637887.6k $44.9m $44.9m 0.01% Added +31.4k +31,437
11 MAI Capital Management 0.31% of their portfolio INDEPENDENCE, OH 879,957880.0k $44.5m $44.5m 0.31% Added +25.9k +25,863
12 Allspring Global Investments Holdings, LLC 0.07% of their portfolio CHARLOTTE, NC 835,389835.4k $42.3m $42.3m 0.07% Unchanged
13 VOISARD ASSET MANAGEMENT GROUP, INC. 9.65% of their portfolio Grand Rapids, MI 739,636739.6k $37.4m $37.4m 9.65% Added +68.1k +68,085
14 GREENUP STREET WEALTH MANAGEMENT LLC 6.32% of their portfolio OVERLAND PARK, KS 717,259717.3k $36.3m $36.3m 6.32% Reduced -42.3k -42,258
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 675,535675.5k $34.2m $34.2m 0.00% Reduced -15.2k -15,182
16 Crews Bank & Trust 5.19% of their portfolio PORT CHARLOTTE, FL 651,171651.2k $32.9m $32.9m 5.19% Added +14.2k +14,198
17 Allianz Asset Management GmbH 0.04% of their portfolio MUNICH, 2M 627,827627.8k $31.8m $31.8m 0.04% Added +32.5k +32,500
18 CREATIVE FINANCIAL DESIGNS INC /ADV 1.61% of their portfolio KOKOMO, IN 442,768442.8k $22.4m $22.4m 1.61% Added +19.4k +19,383
19 Wiser Wealth Management, Inc 5.09% of their portfolio MARIETTA, GA 402,027402.0k $20.3m $20.3m 5.09% Added +12.2k +12,239
20 Waterloo Capital, L.P. 1.39% of their portfolio AUSTIN, TX 341,102341.1k $17.3m $17.3m 1.39% Added +104.4k +104,429
21 CAMDEN NATIONAL BANK 2.23% of their portfolio CAMDEN, ME 305,682305.7k $15.5m $15.5m 2.23% Added +7.9k +7,868
22 TIAA TRUST, NATIONAL ASSOCIATION 0.04% of their portfolio CHARLOTTE, NC 284,941284.9k $14.4m $14.4m 0.04% Reduced -220.6k -220,612
23 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 283,086283.1k $14.3m $14.3m 0.07% Added +173.0k +173,028
24 Colonial Trust Advisors 1.13% of their portfolio SPARTANBURG, SC 270,227270.2k $13.7m $13.7m 1.13% Added +13.8k +13,833
25 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 265,500265.5k $13.4m $13.4m 0.02% Reduced -108.8k -108,800
26 Financiere des Professionnels - Fonds d'investissement inc. 0.78% of their portfolio MONTREAL, A8 255,700255.7k $12.9m $12.9m 0.78% Unchanged
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 244,298244.3k $12.4m $12.4m 0.00% Added +66.1k +66,094
28 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 229,013229.0k $11.6m $11.6m 0.02% Added +149.2k +149,206
29 Global Wealth Management Investment Advisory, Inc. 2.17% of their portfolio FORT LAUDERDALE, FL 228,698228.7k $11.6m $11.6m 2.17% Added +2.2k +2,181
30 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 225,505225.5k $11.4m $11.4m 0.01% Reduced -5.1k -5,124
31 INTEGRAL INVESTMENT ADVISORS, INC. 3.24% of their portfolio TURLOCK, CA 224,388224.4k $11.4m $11.4m 3.24% Added +9.1k +9,123
32 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 212,366212.4k $10.7m $10.7m 0.01% Reduced -7.8k -7,823
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 205,327205.3k $10.4m $10.4m 0.00% Added +111.0k +110,997
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 200,080200.1k $10.1m $10.1m 0.00% Reduced -5.6k -5,564
35 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 191,210191.2k $9.7m $9.7m 0.02% Added +2.6k +2,570
36 Colonial Trust Co / SC 1.21% of their portfolio SPARTANBURG, SC 163,903163.9k $8.3m $8.3m 1.21% Added +4.8k +4,782
37 AVANTAX ADVISORY SERVICES, INC. 0.05% of their portfolio DALLAS, TX 163,667163.7k $8.3m $8.3m 0.05% Added +38.0k +37,998
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 160,747160.7k $8.1m $8.1m 0.01% Added +117.4k +117,429
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 154,882154.9k $7.8m $7.8m 0.01% Reduced -4.2k -4,173
40 Saiph Capital, LLC 2.98% of their portfolio WYCKOFF, NJ 151,198151.2k $7.6m $7.6m 2.98% Added +7.3k +7,257
41 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 149,997150.0k $7.6m $7.6m 0.01% Reduced -99.3k -99,287
42 Ifrah Financial Services, Inc. 2.06% of their portfolio Little Rock, AR 149,062149.1k $7.5m $7.5m 2.06% Reduced -4 -4
43 Summit Financial, LLC 0.17% of their portfolio PARSIPPANY, NJ 145,753145.8k $7.4m $7.4m 0.17% Added +5.8k +5,751
44 Sierra Capital LLC 0.83% of their portfolio MIAMI, FL 142,078142.1k $7.2m $7.2m 0.83% Added +8.7k +8,720
45 Mariner, LLC 0.01% of their portfolio Overland Park, KS 140,238140.2k $7.1m $7.1m 0.01% Added +100.6k +100,612
46 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 139,537139.5k $7.1m $7.1m 0.02% Added +7.5k +7,467
47 SCOTIA CAPITAL INC. 0.03% of their portfolio TORONTO, A6 130,585130.6k $6.6m $6.6m 0.03% Reduced -120.9k -120,933
48 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 125,289125.3k $6.3m $6.3m 0.01% Added +113.0k +113,017
49 River Wealth Advisors LLC 0.76% of their portfolio CAMP HILL, PA 121,016121.0k $6.1m $6.1m 0.76% Reduced -16.2k -16,213
50 ALTERNA WEALTH MANAGEMENT, INC 4.82% of their portfolio HOUSTON, TX 119,006119.0k $6.0m $6.0m 4.82% Reduced -45.9k -45,887
51 Federation des caisses Desjardins du Quebec 0.03% of their portfolio LEVIS, A8 117,666117.7k $6.0m $6.0m 0.03% Reduced -6.2k -6,185
52 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 114,701114.7k $5.8m $5.8m 0.01% Reduced -7.1k -7,073
53 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 103,043103.0k $5.2m $5.2m 0.06% Reduced -725 -725
54 DecisionPoint Financial, LLC 1.32% of their portfolio MESA, AZ 102,445102.4k $5.2m $5.2m 1.32% Reduced -2.7k -2,719
55 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 102,258102.3k $5.2m $5.2m 0.03% Reduced -292 -292
56 Harel Insurance Investments & Financial Services Ltd. 0.06% of their portfolio Ramat Gan, L3 99,62399.6k $5.0m $5.0m 0.06% Reduced -86.5k -86,548
57 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 98,76398.8k $5.0m $5.0m 0.03% Reduced -175.2k -175,165
58 PRINCIPAL SECURITIES, INC. 0.09% of their portfolio DES MOINES, IA 95,61895.6k $4.8m $4.8m 0.09% Added +15.8k +15,808
59 Rosenberg Matthew Hamilton 1.10% of their portfolio GRAND JUNCTION, CO 93,51593.5k $4.7m $4.7m 1.10% Reduced -10.7k -10,695
60 Whalen Wealth Management Inc. 2.88% of their portfolio LAS VEGAS, NV 90,77190.8k $4.6m $4.6m 2.88% Reduced -7.6k -7,574
61 Charter Oak Capital Management, LLC 0.35% of their portfolio PORTSMOUTH, NH 82,44682.4k $4.2m $4.2m 0.35% Reduced -7.6k -7,615
62 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio Greenbrae, CA 80,27680.3k $4.1m $4.1m 0.21% Unchanged
63 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 79,28379.3k $4.0m $4.0m 0.00% Added +26.6k +26,581
64 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 78,90078.9k $4.0m $4.0m 0.02% Reduced -598 -598
65 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 76,94076.9k $3.9m $3.9m 0.05% Reduced -602 -602
66 Belpointe Asset Management LLC 0.16% of their portfolio RENO, NV 76,51976.5k $3.9m $3.9m 0.16% Added +2.2k +2,169
67 Trail Ridge Investment Advisors, LLC 1.83% of their portfolio FORT COLLINS, CO 75,20775.2k $3.8m $3.8m 1.83% Reduced -167 -167
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 71,61671.6k $3.6m $3.6m 0.00% Reduced -15.7k -15,662
69 Obsido Oy 2.57% of their portfolio TAMPERE, H9 66,94266.9k $3.4m $3.4m 2.57% Reduced -469 -469
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 65,54665.5k $3.3m $3.3m 0.01% Added +14.4k +14,352
71 Rockbridge Investment Management, LCC 0.34% of their portfolio Syracuse, NY 61,98862.0k $3.1m $3.1m 0.34% Added +17 +17
72 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 61,81561.8k $3.1m $3.1m 0.01% Reduced -14.3k -14,323
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 59,79559.8k $3.0m $3.0m 0.00% Reduced -143 -143
74 TD Waterhouse Canada Inc. 0.02% of their portfolio TORONTO, A6 51,75551.8k $2.6m $2.6m 0.02% Added +12.4k +12,377
75 Turn8 Private Wealth Inc. 1.81% of their portfolio POINTE CLAIRE, A8 49,52649.5k $2.5m $2.5m 1.81% Added +3.5k +3,550
76 Fonville Wealth Management LLC 0.63% of their portfolio RICHMOND, VA 48,83448.8k $2.5m $2.5m 0.63% Reduced -4.2k -4,158
77 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 48,60048.6k $2.5m $2.5m 0.07% Added +30.8k +30,803
78 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 47,54147.5k $2.4m $2.4m 0.03% Reduced -2.6k -2,592
79 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 46,08446.1k $2.3m $2.3m 0.04% Added +26.3k +26,348
80 Ameritas Advisory Services, LLC 0.11% of their portfolio Lincoln, NE 42,84442.8k $2.2m $2.2m 0.11% Added +5.0k +5,027
81 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 42,76342.8k $2.2m $2.2m 0.01% Added +32.0k +31,999
82 COMERICA BANK 0.01% of their portfolio DALLAS, TX 42,49342.5k $2.1m $2.1m 0.01% Reduced -529 -529
83 Laurel Wealth Advisors LLC 0.31% of their portfolio CHARLOTTE, NC 40,42840.4k $2.0m $2.0m 0.31% Reduced -455 -455
84 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 39,96540.0k $2.0m $2.0m 0.03% Reduced -2.4k -2,367
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 39,36239.4k $2.0m $2.0m 0.00% Added +12.6k +12,583
86 VISTA INVESTMENT MANAGEMENT 0.70% of their portfolio PITTSBURGH, PA 37,49337.5k $1.9m $1.9m 0.70% Reduced -749 -749
87 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 37,44037.4k $1.9m $1.9m 0.00% Reduced -4.9k -4,914
88 Argent Advisors, Inc. 0.55% of their portfolio RUSTON, LA 35,24035.2k $1.8m $1.8m 0.55% Reduced -3.7k -3,654
89 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio ORLANDO, FL 34,85834.9k $1.8m $1.8m 0.14% Reduced -2.1k -2,138
90 Cosner Financial Group, LLC 0.98% of their portfolio WINDSOR, CO 34,74434.7k $1.8m $1.8m 0.98% Unchanged
91 Sugar Maple Asset Management, LLC 1.32% of their portfolio SISTER BAY, WI 33,37333.4k $1.7m $1.7m 1.32% Added +1.7k +1,662
92 OFC FINANCIAL PLANNING, LLC 1.78% of their portfolio SHORT HILLS, NJ 33,05333.1k $1.7m $1.7m 1.78% Reduced -1.2k -1,154
93 Siligmueller & Norvid Wealth Advisors LLC 0.64% of their portfolio GLEN ELLYN, IL 32,58432.6k $1.6m $1.6m 0.64% Reduced -20.2k -20,194
94 Curi Capital, LLC 0.03% of their portfolio CHICAGO, IL 32,19432.2k $1.6m $1.6m 0.03% Reduced -5.6k -5,586
95 Life Planning Partners, Inc 1.26% of their portfolio JACKSONVILLE, FL 31,23731.2k $1.6m $1.6m 1.26% Added +2.9k +2,853
96 American Money Management, LLC 0.27% of their portfolio Rancho Santa Fe, CA 29,74829.7k $1.5m $1.5m 0.27% Reduced -7.5k -7,527
97 Biondo Investment Advisors, LLC 0.20% of their portfolio MILFORD, PA 29,72529.7k $1.5m $1.5m 0.20% Added +795 +795
98 JGP Wealth Management, LLC 0.18% of their portfolio BEND, OR 29,51129.5k $1.5m $1.5m 0.18% Added +10.2k +10,208
99 Montis Financial, LLC 0.41% of their portfolio WALTHAM, MA 29,24929.2k $1.5m $1.5m 0.41% Reduced -8.8k -8,795
100 NDWM LLC 1.08% of their portfolio LA JOLLA, CA 29,03829.0k $1.5m $1.5m 1.08% Reduced -369 -369