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

ISHARES 0-5 YR INV GRD CORP

259 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·259 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$940M
visible holders
Holders
259
filers reporting
Concentration
12.77%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

259 institutions reported SLQD in Q1 2026. MORGAN STANLEY leads at 12.8% of the visible book.

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
$49M982K1.20%Q2 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
$40M789K5.19%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M728K0.01%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M596K0.00%Q1 202615
Wiser Wealth Management, Inc
CIK 0001573263
$26M510K4.92%Q2 202616
NewEdge Advisors, LLC
CIK 0001633516
$25M487K0.09%Q1 202617
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$24M470K1.44%Q1 202618
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$23M458K3.26%Q1 202619
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$20M397K0.22%Q1 202620
VOISARD ASSET MANAGEMENT GROUP, INC.
CIK 0002011215
$20M394K3.76%Q2 2026
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