iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q1 2026 (March 31)246holders −8
15new positions
22sold out
1famous investor
$49.79avg. 13F price*
At the end of Q1 2026, 246 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, down 8 from Q4 2025. 15 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($120.0M), Allspring Global Investments Holdings, LLC ($104.9M) and LJI Wealth Management, LLC ($69.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 0-5 YR Inv GRD Corp.
- CUSIP
- 46434V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $23.4M |
| Exits | 22 | $11.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,136,971 shares bought and 1,434,554 shares sold, net +702,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Morgan Stanley | 0.01% | Add +1.0% | 2,377,262 | $120.0M |
| Allspring Global Investments Holdings, LLC | 0.18% | No change | 2,077,168 | $104.9M |
| LJI Wealth Management, LLC | 11.05% | Add +4.5% | 1,367,626 | $69.1M |
| UBS Group AG | 0.01% | Add +2.7% | 1,158,628 | $58.5M |
| LPL Financial LLC | 0.01% | Reduce -3.9% | 1,107,443 | $55.9M |
| MAI Capital Management | 0.31% | Add +5.1% | 1,083,687 | $54.7M |
| World Investment Advisors | 0.84% | Add +3.8% | 1,032,454 | $52.1M |
| Bramshill Investments, LLC | 4.34% | Reduce -0.1% | 997,002 | $50.3M |
| Farmers & Merchants Investments Inc. | 1.35% | Add +0.3% | 970,988 | $49.0M |
| Ameriprise Financial Inc. | 0.01% | Add +2.1% | 828,129 | $41.8M |
| Royal Bank of Canada | 0.01% | Add +14.6% | 787,808 | $39.8M |
| Crews Bank & Trust | 5.56% | Add +3.1% | 759,580 | $38.4M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 727,957 | $36.8M |
| Bank of America Corp. | 0.00% | Add +1.1% | 595,893 | $30.1M |
| Voisard Asset Management Group, Inc. | 5.71% | Reduce -37.6% | 529,983 | $26.8M |
| Wiser Wealth Management, Inc | 5.35% | Add +6.1% | 491,388 | $24.8M |
| NewEdge Advisors, LLC | 0.09% | Add +2.0% | 487,353 | $24.6M |
| Creative Financial Designs Inc. | 1.44% | Reduce -3.9% | 469,587 | $23.7M |
| Greenup Street Wealth Management LLC | 3.26% | Reduce -1.7% | 458,289 | $23.1M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +4.9% | 396,979 | $20.0M |
| Camden National Bank | 2.59% | Add +7.5% | 379,909 | $19.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.5% | 359,323 | $18.1M |
| Corient Private Wealth LP | 0.03% | Reduce -13.2% | 360,566 | $17.8M |
| Colonial Trust Advisors | 1.23% | Add +6.9% | 313,171 | $15.8M |
| Cetera Investment Advisers | 0.02% | Add +1.1% | 296,574 | $15.0M |
| Global Wealth Management Investment Advisory, Inc. | 2.10% | Add +2.5% | 264,985 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +12.1% | 255,739 | $12.9M |
| Waterloo Capital, L.P. | 0.86% | Add +16.9% | 241,981 | $12.2M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 234,880 | $11.9M |
| Integral Investment Advisors, Inc. | 2.88% | Add +9.1% | 229,389 | $11.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.64% | Reduce -50.0% | 217,300 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.2% | 216,147 | $10.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.1% | 200,898 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 194,450 | $9.8M |
| Colonial Trust Co / SC | 1.32% | Add +7.3% | 192,545 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.0% | 191,024 | $9.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 179,777 | $9.1M |
| PFG Advisors | 0.40% | New | 164,186 | $8.3M |
| GFS Advisors, LLC | 0.53% | New | 575,340 | $8.3M |
| Sierra Capital LLC | 0.88% | Reduce -11.6% | 160,658 | $8.1M |
| LaSalle St. Investment Advisors, LLC | 1.14% | Add +2.0% | 159,906 | $8.1M |
| Saiph Capital, LLC | 2.86% | Reduce -3.9% | 149,449 | $7.5M |
| Alterna Wealth Management, Inc. | 5.62% | Reduce -1.4% | 147,022 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 143,565 | $7.2M |
| Summit Financial, LLC | 0.09% | Reduce -2.2% | 135,401 | $6.8M |
| Ifrah Financial Services, Inc. | 1.78% | Reduce -20.1% | 133,118 | $6.7M |
| Scotia Capital Inc. | 0.03% | Reduce -4.2% | 130,365 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -0.3% | 129,381 | $6.5M |
| NDWM LLC | 4.21% | Add +258.6% | 128,722 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -8.5% | 123,774 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -18.1% | 122,147 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +6.2% | 119,580 | $6.0M |
| BlackRock, Inc. | 0.00% | Add +3311.0% | 113,347 | $5.7M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -34.4% | 112,759 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +685.6% | 108,916 | $5.5M |
| Principal Securities, Inc. | 0.08% | Add +1.3% | 107,506 | $5.4M |
| Waverly Advisors, LLC | 0.04% | Add +3.2% | 106,701 | $5.4M |
| Lido Advisors, LLC | 0.02% | Add +0.7% | 103,890 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +18.9% | 103,791 | $5.2M |
| River Wealth Advisors LLC | 0.60% | Reduce -4.6% | 103,130 | $5.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +2.8% | 102,652 | $5.2M |
| JT Stratford LLC | 0.65% | Add +0.9% | 101,181 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +6.7% | 100,826 | $5.1M |
| Kathmere Capital Management, LLC | 0.31% | Add +6.8% | 100,297 | $5.1M |
| DecisionPoint Financial, LLC | 1.05% | Add +2.8% | 96,206 | $4.9M |
| Rosenberg Matthew Hamilton | 0.92% | Reduce -1.1% | 88,871 | $4.5M |
| Tiaa Trust, National Association | 0.26% | Reduce -70.0% | 84,053 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.22% | No change | 81,026 | $4.1M |
| Trail Ridge Investment Advisors, LLC | 1.76% | Reduce -0.5% | 79,989 | $4.0M |
| Belpointe Asset Management LLC | 0.14% | Add +19.8% | 77,099 | $3.9M |
| Townsend Financial Planning, LLC | 3.49% | Add +5.6% | 71,494 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.6% | 71,392 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.1% | 69,474 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +810.1% | 68,662 | $3.5M |
| JGP Wealth Management, LLC | 0.32% | Add +8.2% | 60,692 | $3.1M |
| Rockbridge Investment Management, LCC | 0.27% | Reduce -0.8% | 60,358 | $3.0M |
| Turn8 Private Wealth Inc. | 1.90% | Add +28.1% | 60,142 | $3.0M |
| IFP Advisors, Inc | 0.06% | Add +8.3% | 59,654 | $3.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +7.3% | 58,404 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 57,031 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.8% | 56,781 | $2.9M |
| Sugar Maple Asset Management, LLC | 1.73% | Reduce -17.7% | 56,459 | $2.9M |
| Fonville Wealth Management LLC | 0.53% | Reduce -4.8% | 55,530 | $2.8M |
| Obsido Oy | 1.68% | Reduce -1.4% | 54,861 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.6% | 54,680 | $2.8M |
| Citadel Advisors | 0.00% | New | 52,933 | $2.7M |
| Life Planning Partners, Inc | 1.92% | Add +5.4% | 49,850 | $2.5M |
| Portus Wealth Advisors, LLC | 2.37% | Add +10.3% | 49,834 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -7.5% | 45,429 | $2.3M |
| Topor & Co. Korea | 1.82% | Add +1.0% | 42,557 | $2.1M |
| American Wealth Advisors, LLC | 2.22% | Reduce -0.2% | 42,212 | $2.1M |
| Argent Advisors, Inc. | 0.58% | Reduce -0.2% | 41,908 | $2.1M |
| Bank of Montreal | 0.00% | Add +1.1% | 40,902 | $2.1M |
| Vista Investment Management | 0.69% | Reduce -5.2% | 40,721 | $2.1M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -31.1% | 39,852 | $2.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +20.8% | 38,713 | $2.0M |
| Laurel Wealth Advisors LLC | 0.19% | Reduce -3.9% | 38,583 | $1.9M |
| StoneX Group Inc. | 0.10% | Add +48.9% | 37,678 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.5% | 34,893 | $1.8M |
| Cosner Financial Group, LLC | 0.90% | No change | 32,565 | $1.6M |
"% 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.