iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q2 2026 (June 30)252holders +6
22new positions
17sold out
$50.40avg. 13F price*
At the end of Q2 2026, 252 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 6 from Q1 2026. 22 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($128.2M), Allspring Global Investments Holdings, LLC ($104.6M) and LJI Wealth Management, LLC ($82.4M).
- Company
- iShares 0-5 YR Inv GRD Corp.
- CUSIP
- 46434V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $43.2M |
| Exits | 17 | $9.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,761,532 shares bought and 2,760,983 shares sold, net +549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| Morgan Stanley | 0.01% | Add +7.0% | 2,544,555 | $128.2M |
| Allspring Global Investments Holdings, LLC | 0.16% | No change | 2,077,168 | $104.6M |
| LJI Wealth Management, LLC | 11.54% | Add +19.6% | 1,635,740 | $82.4M |
| MAI Capital Management | 0.24% | Add +17.6% | 1,274,393 | $64.2M |
| LPL Financial LLC | 0.01% | Add +7.1% | 1,186,359 | $59.8M |
| UBS Group AG | 0.01% | Reduce -1.9% | 1,136,737 | $57.3M |
| World Investment Advisors | 0.86% | No change | 1,032,454 | $52.1M |
| Bramshill Investments, LLC | 3.89% | Add +1.1% | 1,008,271 | $50.8M |
| Farmers & Merchants Investments Inc. | 1.20% | Add +1.2% | 982,350 | $49.5M |
| Royal Bank of Canada | 0.01% | Add +8.7% | 855,934 | $43.1M |
| Raymond James Financial Inc. | 0.01% | Add +13.2% | 824,298 | $41.5M |
| Crews Bank & Trust | 5.19% | Add +3.8% | 788,528 | $39.7M |
| Bank of America Corp. | 0.00% | Add +3.8% | 618,501 | $31.2M |
| Wiser Wealth Management, Inc | 4.92% | Add +3.9% | 510,292 | $25.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -38.7% | 507,289 | $25.5M |
| NewEdge Advisors, LLC | 0.08% | Add +3.3% | 503,384 | $25.4M |
| Creative Financial Designs Inc. | 1.08% | Reduce -4.4% | 448,811 | $22.6M |
| Allianz Asset Management GmbH | 0.02% | Add +21.3% | 435,942 | $22.0M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +5.5% | 418,807 | $21.1M |
| Voisard Asset Management Group, Inc. | 3.76% | Reduce -25.6% | 394,083 | $19.8M |
| Camden National Bank | 2.59% | Add +3.7% | 394,035 | $19.8M |
| Allstate Corp. | 0.18% | New | 350,519 | $17.7M |
| Colonial Trust Advisors | 1.15% | Add +4.5% | 327,118 | $16.5M |
| Corient Private Wealth LP | 0.02% | Reduce -11.1% | 320,449 | $16.1M |
| Global Wealth Management Investment Advisory, Inc. | 1.97% | Add +3.9% | 275,433 | $13.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +586.5% | 265,774 | $13.4M |
| Cetera Investment Advisers | 0.01% | Reduce -10.7% | 264,861 | $13.3M |
| Waterloo Capital, L.P. | 0.73% | Add +5.9% | 256,252 | $12.9M |
| Integral Investment Advisors, Inc. | 2.78% | Add +9.3% | 250,728 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 243,866 | $12.3M |
| Stifel Financial Corp. | 0.01% | Reduce -5.1% | 242,710 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.7% | 220,414 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 211,186 | $10.6M |
| Colonial Trust Co / SC | 1.27% | Add +3.8% | 199,884 | $10.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Add +8.0% | 194,079 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 189,053 | $9.5M |
| MML Investors Services, LLC | 0.02% | Add +38.2% | 168,814 | $8.5M |
| LaSalle St. Investment Advisors, LLC | 1.03% | Add +5.1% | 168,013 | $8.5M |
| OneDigital Investment Advisors LLC | 0.07% | New | 166,772 | $8.4M |
| Loomis Sayles & Co. L P | 0.01% | Add +43.4% | 161,697 | $8.1M |
| Sierra Capital LLC | 0.77% | Reduce -1.4% | 158,336 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 151,631 | $7.6M |
| NDWM LLC | 4.44% | Add +16.6% | 150,111 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.3% | 144,592 | $7.3M |
| Saiph Capital, LLC | 2.17% | Reduce -3.9% | 143,690 | $7.2M |
| Ifrah Financial Services, Inc. | 1.65% | Add +0.9% | 134,345 | $6.8M |
| Summit Financial, LLC | 0.07% | Reduce -2.9% | 131,484 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.8% | 130,417 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.6% | 127,022 | $6.4M |
| Alterna Wealth Management, Inc. | 3.46% | Reduce -18.6% | 119,691 | $6.0M |
| IPG Investment Advisors LLC | 0.86% | Add +269.8% | 119,283 | $6.0M |
| Scotia Capital Inc. | 0.02% | Reduce -9.0% | 118,679 | $6.0M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 113,383 | $5.7M |
| Waverly Advisors, LLC | 0.03% | Add +0.3% | 107,010 | $5.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +3.9% | 106,631 | $5.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.6% | 105,495 | $5.3M |
| Creative Planning | 0.00% | New | 103,440 | $5.2M |
| JT Stratford LLC | 0.57% | Add +1.9% | 103,157 | $5.2M |
| DecisionPoint Financial, LLC | 0.89% | Reduce -0.3% | 95,886 | $4.8M |
| River Wealth Advisors LLC | 0.49% | Reduce -9.0% | 93,812 | $4.7M |
| Lido Advisors, LLC | 0.02% | Reduce -10.4% | 93,041 | $4.7M |
| Tiaa Trust, National Association | 0.28% | Add +10.5% | 92,863 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +21.2% | 84,228 | $4.2M |
| Rosenberg Matthew Hamilton | 0.79% | Reduce -5.8% | 83,730 | $4.2M |
| Trail Ridge Investment Advisors, LLC | 1.75% | Add +2.9% | 82,302 | $4.1M |
| Belpointe Asset Management LLC | 0.13% | Add +5.1% | 81,026 | $4.1M |
| Fairview Capital Investment Management, LLC | 0.21% | Reduce -2.0% | 79,401 | $4.0M |
| Townsend Financial Planning, LLC | 3.31% | Add +5.4% | 75,379 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.2% | 75,134 | $3.8M |
| IFP Advisors, Inc | 0.07% | Add +23.3% | 73,563 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 72,626 | $3.7M |
| Sugar Maple Asset Management, LLC | 2.02% | Add +10.0% | 62,128 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.7% | 62,016 | $3.1M |
| Rockbridge Investment Management, LCC | 0.25% | Reduce -0.0% | 60,349 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +885.4% | 59,872 | $3.0M |
| JGP Wealth Management, LLC | 0.27% | Reduce -3.1% | 58,816 | $3.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.0% | 58,963 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.8% | 57,282 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Reduce -43.3% | 57,188 | $2.9M |
| Kathmere Capital Management, LLC | 0.15% | Reduce -43.4% | 56,764 | $2.9M |
| Fonville Wealth Management LLC | 0.45% | Reduce -0.6% | 55,173 | $2.8M |
| Obsido Oy | 1.43% | Reduce -3.1% | 53,176 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 52,937 | $2.7M |
| Portus Wealth Advisors, LLC | 2.11% | Add +2.3% | 50,963 | $2.6M |
| Life Planning Partners, Inc | 1.90% | Add +2.0% | 50,869 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +62400.0% | 50,000 | $2.5M |
| Bank of Montreal | 0.00% | Add +15.3% | 47,175 | $2.4M |
| Argent Advisors, Inc. | 0.54% | Add +3.2% | 43,234 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -5.8% | 42,804 | $2.2M |
| Topor & Co. Korea | 1.69% | No change | 42,557 | $2.1M |
| American Wealth Advisors, LLC | 2.01% | Add +0.6% | 42,468 | $2.1M |
| Turn8 Private Wealth Inc. | 1.39% | Reduce -31.2% | 41,380 | $2.1M |
| Laurel Wealth Advisors LLC | 0.20% | Add +5.2% | 40,601 | $2.0M |
| Vista Investment Management | 0.61% | Reduce -1.2% | 40,235 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | New | 39,101 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 38,847 | $2.0M |
| StoneX Group Inc. | 0.08% | Reduce -0.2% | 37,606 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.4% | 37,485 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +19.2% | 36,127 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 33,001 | $1.7M |
"% of holder's portfolio" is SLQD's weight in each manager's 13F, not the share of iShares 0-5 YR Inv GRD Corp. the manager owns.