ISHARES 0-5 YR INV GRD CORP (SLQD) Top Institutional Shareholders
ISHARES 0-5 YR INV GRD CORP (SLQD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.46B in SLQD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SLQD tracked by InsiderSet, reporting ownership valued at approximately $120.03M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $119.29M, representing an estimated loss of -0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed SLQD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Allspring Global Investments Holdings, Llc, Lji Wealth Management, Llc, and several other long-term asset managers with concentrated positions in ISHARES 0-5 YR INV GRD CORP (SLQD).
This page ranks the largest institutional SLQD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
244
Total Reported Value
$1.46B
Largest Holder
Morgan Stanley
Largest Position
$120.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,377,262 | $120,027,978 | $119,291,007 | -$736,971 | -0.61% | |
| Allspring Global Investments Holdings, Llc | 0.18% | 2,077,168 | $104,876,212 | $104,232,290 | -$643,922 | -0.61% | |
| Lji Wealth Management, Llc | 11.05% | 1,367,626 | $69,051,424 | $68,627,473 | -$423,951 | -0.61% | |
| Ubs Group Ag | 0.01% | 1,158,628 | $58,499,128 | $58,139,953 | -$359,175 | -0.61% | |
| Lpl Financial Llc | 0.01% | 1,107,443 | $55,914,786 | $55,571,490 | -$343,296 | -0.61% | |
| Mai Capital Management | 0.31% | 1,083,687 | $54,715,366 | $54,379,414 | -$335,952 | -0.61% | |
| World Investment Advisors | 0.84% | 1,032,454 | $52,128,602 | $51,808,542 | -$320,060 | -0.61% | |
| Bramshill Investments, Llc | 4.34% | 997,002 | $50,338,647 | $50,029,560 | -$309,087 | -0.61% | |
| Farmers & Merchants Investments Inc | 1.35% | 970,988 | $49,025,184 | $48,724,178 | -$301,006 | -0.61% | |
| Ameriprise Financial Inc | 0.01% | 828,129 | $41,826,801 | $41,555,513 | -$271,288 | -0.65% | |
| Royal Bank Of Canada | 0.01% | 787,808 | $39,776,000 | $39,532,205 | -$243,795 | -0.61% | |
| Crews Bank & Trust | 5.56% | 759,580 | $38,351,194 | $38,115,724 | -$235,470 | -0.61% | |
| Raymond James Financial Inc | 0.01% | 727,957 | $36,754,562 | $36,528,882 | -$225,680 | -0.61% | |
| Bank Of America Corp | 0.00% | 595,893 | $30,086,645 | $29,901,911 | -$184,734 | -0.61% | |
| Voisard Asset Management Group, Inc. | 5.71% | 529,983 | $26,758,854 | $26,594,547 | -$164,307 | -0.61% | |
| Wiser Wealth Management, Inc | 5.35% | 491,388 | $24,810,169 | $24,657,850 | -$152,319 | -0.61% | |
| Creative Financial Designs Inc | 1.44% | 469,587 | $23,709,429 | $23,563,876 | -$145,553 | -0.61% | |
| Greenup Street Wealth Management Llc | 3.26% | 458,289 | $23,138,998 | $22,996,942 | -$142,056 | -0.61% | |
| Vestmark Advisory Solutions, Inc. | 0.22% | 396,979 | $20,043,494 | $19,920,406 | -$123,088 | -0.61% | |
| Camden National Bank | 2.59% | 379,909 | $19,181,605 | $19,063,834 | -$117,771 | -0.61% | |
| Allianz Asset Management Gmbh | 0.02% | 359,323 | $18,142,218 | $18,030,828 | -$111,390 | -0.61% | |
| Corient Private Wealth Llc | 0.03% | 360,566 | $17,846,961 | $18,093,202 | +$246,241 | +1.38% | |
| Colonial Trust Advisors | 1.23% | 313,171 | $15,812,024 | $15,714,921 | -$97,103 | -0.61% | |
| Cetera Investment Advisers | 0.02% | 296,574 | $14,974,001 | $14,882,083 | -$91,918 | -0.61% | |
| Global Wealth Management Investment Advisory, Inc. | 2.10% | 264,985 | $13,379,108 | $13,296,947 | -$82,161 | -0.61% | |
| Stifel Financial Corp | 0.01% | 255,739 | $12,912,267 | $12,832,983 | -$79,284 | -0.61% | |
| Waterloo Capital, L.P. | 0.86% | 241,981 | $12,217,644 | $12,142,607 | -$75,037 | -0.61% | |
| Wells Fargo & Company/Mn | 0.00% | 234,880 | $11,859,102 | $11,786,278 | -$72,824 | -0.61% | |
| Integral Investment Advisors, Inc. | 2.88% | 229,389 | $11,581,851 | $11,510,740 | -$71,111 | -0.61% | |
| Financiere Des Professionnels - Fonds D'Investissement Inc. | 0.64% | 217,300 | $10,971,477 | $10,904,114 | -$67,363 | -0.61% | |
| Envestnet Asset Management Inc | 0.00% | 216,147 | $10,913,262 | $10,846,256 | -$67,006 | -0.61% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 200,898 | $10,143,297 | $10,081,062 | -$62,235 | -0.61% | |
| Hightower Advisors, Llc | 0.01% | 194,450 | $9,817,981 | $9,757,501 | -$60,480 | -0.62% | |
| Colonial Trust Co / Sc | 1.32% | 192,545 | $9,721,585 | $9,661,908 | -$59,677 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 191,024 | $9,644,810 | $9,585,584 | -$59,226 | -0.61% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.03% | 179,777 | $9,076,919 | $9,021,210 | -$55,709 | -0.61% | |
| Pfg Advisors | 0.40% | 164,186 | $8,289,729 | $8,238,853 | -$50,876 | -0.61% | |
| Gfs Advisors, Llc | 1.05% | 575,340 | $8,267,636 | $28,870,561 | +$20,602,925 | +249.20% | |
| Lasalle St. Investment Advisors, Llc | 1.14% | 159,906 | $8,073,699 | $8,024,083 | -$49,616 | -0.61% | |
| Saiph Capital, Llc | 2.86% | 149,449 | $7,545,703 | $7,499,351 | -$46,352 | -0.61% | |
| Alterna Wealth Management, Inc | 5.62% | 147,022 | $7,423,141 | $7,377,564 | -$45,577 | -0.61% | |
| Summit Financial, Llc | 0.09% | 135,401 | $6,836,406 | $6,794,422 | -$41,984 | -0.61% | |
| Ifrah Financial Services, Inc. | 1.78% | 133,118 | $6,721,111 | $6,679,861 | -$41,250 | -0.61% | |
| Scotia Capital Inc. | 0.03% | 130,365 | $6,582,131 | $6,541,716 | -$40,415 | -0.61% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 129,381 | $6,532,447 | $6,492,339 | -$40,108 | -0.61% | |
| Ndwm Llc | 4.21% | 128,722 | $6,499,179 | $6,459,270 | -$39,909 | -0.61% | |
| Financial Engines Advisors L.L.C. | 0.01% | 123,774 | $6,249,349 | $6,210,979 | -$38,370 | -0.61% | |
| Mml Investors Services, Llc | 0.02% | 122,147 | $6,167,191 | $6,129,336 | -$37,855 | -0.61% | |
| Private Advisor Group, Llc | 0.03% | 119,580 | $6,037,614 | $6,000,524 | -$37,090 | -0.61% | |
| Blackrock, Inc. | 0.00% | 113,347 | $5,722,890 | $5,687,752 | -$35,138 | -0.61% |
Frequently asked questions about SLQD
Who owns the most SLQD stock?
The largest holders of SLQD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 0-5 YR INV GRD CORP (SLQD).
Is SLQD widely held by superinvestors?
Many widely followed stocks like SLQD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SLQD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.