DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SLQD

ISHARES 0-5 YR INV GRD CORP

270 institutions still hold ISHARES 0-5 YR INV GRD CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V100·Exchange Traded Fund·270 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$966M
visible holders
Holders
270
filers reporting
Concentration
13.26%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

270 institutions reported SLQD in Q2 2026. MORGAN STANLEY leads at 13.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$128M2.5M0.01%Q2 2026
02
Allspring Global Investments Holdings, LLC
CIK 0001890906
$105M2.1M0.16%Q2 2026
03
LJI Wealth Management, LLC
CIK 0001988563
$82M1.6M11.54%Q2 2026
04
MAI Capital Management
CIK 0001040197
$64M1.3M0.24%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$60M1.2M0.01%Q2 2026
06
UBS Group AG
CIK 0001610520
$57M1.1M0.01%Q2 2026
07
World Investment Advisors
CIK 0001652594
$52M1.0M0.84%Q1 2026
08
Bramshill Investments, LLC
CIK 0001619899
$51M1.0M3.89%Q2 2026
09
FARMERS & MERCHANTS INVESTMENTS INC
CIK 0001259969
$49M982K1.20%Q2 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$43M856K0.01%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M824K0.01%Q2 2026
12
Crews Bank & Trust
CIK 0002052279
$40M789K5.19%Q2 2026
13
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M619K0.00%Q2 2026
14
Wiser Wealth Management, Inc
CIK 0001573263
$26M510K4.92%Q2 2026
15
AMERIPRISE FINANCIAL INC
CIK 0000820027
$26M507K0.01%Q2 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$25M503K0.08%Q2 2026
17
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$23M449K1.08%Q2 2026
18
Allianz Asset Management GmbH
CIK 0001535323
$22M436K0.02%Q2 2026
19
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$21M419K0.20%Q2 2026
20
VOISARD ASSET MANAGEMENT GROUP, INC.
CIK 0002011215
$20M394K3.76%Q2 2026
Page 1 of 14
250 more holders available. Log in →