13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
SLQD

ISHARES 0-5 YR INV GRD CORP

261 institutions still hold ISHARES 0-5 YR INV GRD CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V100·Exchange Traded Fund·261 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.2%
vs prior quarter
13F value held
$944M
48.0% inst. owned
of float
Holders
261
+20 QoQ
filers reporting
Activity
+31 / −64
+789 added · −712 reduced
this quarter
Concentration
12.71%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

261 institutions reported SLQD in Q1 2026. MORGAN STANLEY leads at 12.7% of the visible book. +20 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$120M2.4M0.01%Q1 202602
Allspring Global Investments Holdings, LLC
CIK 0001890906
$105M2.1M0.18%Q1 202603
LJI Wealth Management, LLC
CIK 0001988563
$69M1.4M11.03%Q1 202604
UBS Group AG
CIK 0001610520
$58M1.2M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$56M1.1M0.01%Q1 202606
MAI Capital Management
CIK 0001040197
$55M1.1M0.31%Q1 202607
World Investment Advisors
CIK 0001652594
$52M1.0M0.84%Q1 202608
Bramshill Investments, LLC
CIK 0001619899
$50M997K4.34%Q1 202609
FARMERS & MERCHANTS INVESTMENTS INC
CIK 0001259969
$49M971K1.35%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$42M828K0.01%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$40M788K0.01%Q1 202612
Crews Bank & Trust
CIK 0002052279
$38M760K5.56%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M728K0.01%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M596K0.00%Q1 202615
VOISARD ASSET MANAGEMENT GROUP, INC.
CIK 0002011215
$27M530K5.71%Q1 202616
Wiser Wealth Management, Inc
CIK 0001573263
$25M491K5.35%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$25M487K0.09%Q1 202618
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$24M470K1.44%Q1 202619
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$23M458K3.26%Q1 202620
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$20M397K0.22%Q1 2026
Page 1 of 14
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