ISHARES 0-5 YR INV GRD CORP SLQD
$50.23
+0.1% 52w: $48.24 – $50.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.2449.2650.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
245
-9 QoQ
13F value
$1.50B
-0.4% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SLQD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.4M | $120.0M | 0.0% | +1.0% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 2.1M | $104.9M | 0.2% | Held |
| LJI Wealth Management, LLC | Wealth advisor | 1.4M | $69.1M | 11.0% | +4.5% |
| UBS Group AG | Bank broker | 1.2M | $58.5M | 0.0% | +2.7% |
| LPL Financial LLC | Bank broker | 1.1M | $55.9M | 0.0% | -3.9% |
| MAI Capital Management | Wealth advisor | 1.1M | $54.7M | 0.3% | +5.1% |
| World Investment Advisors | Wealth advisor | 1.0M | $52.1M | 0.8% | +3.8% |
| Bramshill Investments, LLC | Wealth advisor | 997.0K | $50.3M | 4.3% | -0.1% |
| FARMERS & MERCHANTS INVESTMENTS INC | Diversified mechanical | 971.0K | $49.0M | 1.4% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 828.1K | $41.8M | 0.0% | +2.1% |
| ROYAL BANK OF CANADA | Bank broker | 787.8K | $39.8M | 0.0% | +14.6% |
| Crews Bank & Trust | Wealth advisor | 759.6K | $38.4M | 5.6% | +3.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 728.0K | $36.8M | 0.0% | +7.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 595.9K | $30.1M | 0.0% | +1.1% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | Wealth advisor | 530.0K | $26.8M | 5.7% | -37.6% |
| Wiser Wealth Management, Inc | Wealth advisor | 491.4K | $24.8M | 5.4% | +6.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 487.4K | $24.6M | 0.1% | +2.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 469.6K | $23.7M | 1.4% | -3.9% |
| GREENUP STREET WEALTH MANAGEMENT LLC | Wealth advisor | 458.3K | $23.1M | 3.3% | -1.7% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 397.0K | $20.0M | 0.2% | +4.9% |
| CAMDEN NATIONAL BANK | Other | 379.9K | $19.2M | 2.6% | +7.5% |
| Allianz Asset Management GmbH | Diversified mechanical | 359.3K | $18.1M | 0.0% | -0.5% |
| Corient Private Wealth LLC | Diversified mechanical | 360.6K | $17.8M | 0.0% | -56.6% |
| Colonial Trust Advisors | Other | 313.2K | $15.8M | 1.2% | +6.9% |
| Cetera Investment Advisers | Wealth advisor | 296.6K | $15.0M | 0.0% | +1.1% |
| Global Wealth Management Investment Advisory, Inc. | Other | 265.0K | $13.4M | 2.1% | +2.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 255.7K | $12.9M | 0.0% | +12.1% |
| Waterloo Capital, L.P. | Wealth advisor | 242.0K | $12.2M | 0.9% | +16.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 234.9K | $11.9M | 0.0% | +3.3% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 229.4K | $11.6M | 2.9% | +9.1% |
| Financiere des Professionnels - Fonds d'investissement inc. | Other | 217.3K | $11.0M | 0.6% | -50.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 216.1K | $10.9M | 0.0% | +14.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 200.9K | $10.1M | 0.0% | +16.1% |
| HighTower Advisors, LLC | Diversified mechanical | 194.4K | $9.8M | 0.0% | -2.5% |
| Colonial Trust Co / SC | Diversified mechanical | 192.5K | $9.7M | 1.3% | +7.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 191.0K | $9.6M | 0.0% | +24.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 179.8K | $9.1M | 0.0% | — |
| PFG Advisors | Wealth advisor | 164.2K | $8.3M | 0.4% | New |
| GFS Advisors, LLC | Other | 575.3K | $8.3M | 0.5% | New |
| Sierra Capital LLC | Wealth advisor | 160.7K | $8.1M | 0.9% | -11.6% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 159.9K | $8.1M | 1.1% | +2.0% |
| Saiph Capital, LLC | Wealth advisor | 149.4K | $7.5M | 2.9% | -3.9% |
| ALTERNA WEALTH MANAGEMENT, INC | Wealth advisor | 147.0K | $7.4M | 5.6% | -1.4% |
| JPMORGAN CHASE & CO | Bank broker | 143.6K | $7.2M | 0.0% | +3.2% |
| Summit Financial, LLC | Wealth advisor | 135.4K | $6.8M | 0.1% | -2.2% |
| Ifrah Financial Services, Inc. | Wealth advisor | 133.1K | $6.7M | 1.8% | -20.0% |
| SCOTIA CAPITAL INC. | Other | 130.4K | $6.6M | 0.0% | -4.2% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 129.4K | $6.5M | 0.0% | -0.4% |
| NDWM LLC | Wealth advisor | 128.7K | $6.5M | 4.2% | +258.6% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 123.8K | $6.2M | 0.0% | -8.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.