SLQD Institutional Ownership & Shareholders
ISHARES 0-5 YR INV GRD CORP (SLQD) is currently held by 256 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.58B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of SLQD tracked by InsiderSet, reporting ownership valued at approximately $128.17M in its June 30, 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 $126.58M, representing an estimated loss of -1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed SLQD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Allspring Global Investments Holdings, Llc, Adventist Health System Sunbelt Healthcare Corp, 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
256
Total Reported Value
$1.58B
Largest Holder
Morgan Stanley
Largest Position
$128.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,544,555 | $128,169,309 | $126,577,871 | -$1,591,438 | -1.24% | |
| Allspring Global Investments Holdings, Llc | 0.15% | 1,881,207 | $93,073,281 | $93,579,890 | +$506,609 | +0.54% | |
| Adventist Health System Sunbelt Healthcare Corp | 2.10% | 1,795,300 | $88,823,007 | $89,306,480 | +$483,473 | +0.54% | |
| Lji Wealth Management, Llc | 11.46% | 1,648,790 | $81,574,363 | $82,018,399 | +$444,036 | +0.54% | |
| Mai Capital Management | 0.24% | 1,274,393 | $64,191,188 | $63,394,170 | -$797,018 | -1.24% | |
| Lpl Financial Llc | 0.01% | 1,176,681 | $58,216,614 | $58,533,526 | +$316,912 | +0.54% | |
| Ubs Group Ag | 0.01% | 1,136,737 | $57,257,443 | $56,546,527 | -$710,916 | -1.24% | |
| World Investment Advisors | 0.86% | 1,032,454 | $52,128,602 | $51,359,011 | -$769,591 | -1.48% | |
| Bramshill Investments, Llc | 3.89% | 1,008,271 | $50,786,621 | $50,156,038 | -$630,583 | -1.24% | |
| Farmers & Merchants Investments Inc | 1.21% | 1,015,991 | $50,266,460 | $50,540,066 | +$273,606 | +0.54% | |
| Royal Bank Of Canada | 0.01% | 855,934 | $43,113,000 | $42,578,094 | -$534,906 | -1.24% | |
| Raymond James Financial Inc | 0.01% | 824,298 | $41,519,893 | $41,004,374 | -$515,519 | -1.24% | |
| Crews Bank & Trust | 5.19% | 788,528 | $39,718,155 | $39,225,010 | -$493,145 | -1.24% | |
| Bank Of America Corp | 0.00% | 618,501 | $31,153,904 | $30,767,085 | -$386,819 | -1.24% | |
| Wiser Wealth Management, Inc | 5.26% | 585,596 | $28,972,527 | $29,130,239 | +$157,712 | +0.54% | |
| Ameriprise Financial Inc | 0.01% | 507,289 | $25,546,931 | $25,234,888 | -$312,043 | -1.22% | |
| Newedge Advisors, Llc | 0.08% | 503,384 | $25,355,474 | $25,040,636 | -$314,838 | -1.24% | |
| Allianz Asset Management Gmbh | 0.02% | 435,942 | $21,958,399 | $21,685,760 | -$272,639 | -1.24% | |
| Camden National Bank | 2.80% | 426,723 | $21,112,249 | $21,227,165 | +$114,916 | +0.54% | |
| Vestmark Advisory Solutions, Inc. | 0.20% | 418,807 | $21,095,293 | $20,833,387 | -$261,906 | -1.24% | |
| Creative Financial Designs Inc | 0.95% | 425,632 | $21,058,247 | $21,172,894 | +$114,647 | +0.54% | |
| Global Wealth Management Investment Advisory, Inc. | 2.63% | 387,229 | $19,158,271 | $19,262,552 | +$104,281 | +0.54% | |
| Voisard Asset Management Group, Inc. | 3.47% | 377,463 | $18,675,082 | $18,776,746 | +$101,664 | +0.54% | |
| Allstate Corp | 0.18% | 350,519 | $17,655,642 | $17,436,427 | -$219,215 | -1.24% | |
| Colonial Trust Advisors | 1.15% | 327,118 | $16,476,955 | $16,272,354 | -$204,601 | -1.24% | |
| Corient Private Wealth Llc | 0.02% | 320,449 | $16,141,038 | $15,940,607 | -$200,431 | -1.24% | |
| Cetera Investment Advisers | 0.01% | 264,861 | $13,341,049 | $13,175,405 | -$165,644 | -1.24% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | 269,274 | $13,322,195 | $13,394,927 | +$72,732 | +0.55% | |
| Integral Investment Advisors, Inc. | 2.85% | 268,319 | $13,275,163 | $13,347,421 | +$72,258 | +0.54% | |
| Waterloo Capital, L.P. | 0.73% | 256,252 | $12,907,391 | $12,747,153 | -$160,238 | -1.24% | |
| Wells Fargo & Company/Mn | 0.00% | 243,866 | $12,283,514 | $12,131,017 | -$152,497 | -1.24% | |
| Stifel Financial Corp | 0.01% | 242,710 | $12,225,299 | $12,073,512 | -$151,787 | -1.24% | |
| Envestnet Asset Management Inc | 0.00% | 211,186 | $10,637,511 | $10,505,363 | -$132,148 | -1.24% | |
| Colonial Trust Co / Sc | 1.27% | 199,884 | $10,068,145 | $9,943,150 | -$124,995 | -1.24% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.03% | 194,079 | $9,775,737 | $9,654,382 | -$121,355 | -1.24% | |
| Mml Investors Services, Llc | 0.02% | 168,814 | $8,503,179 | $8,397,585 | -$105,594 | -1.24% | |
| Lasalle St. Investment Advisors, Llc | 1.03% | 168,013 | $8,462,816 | $8,357,739 | -$105,077 | -1.24% | |
| Onedigital Investment Advisors Llc | 0.07% | 166,772 | $8,400,316 | $8,296,006 | -$104,310 | -1.24% | |
| Loomis Sayles & Co L P | 0.01% | 161,697 | $8,144,678 | $8,043,553 | -$101,125 | -1.24% | |
| Commonwealth Equity Services, Llc | 0.01% | 161,220 | $7,976,410 | $8,019,824 | +$43,414 | +0.54% | |
| Sierra Capital Llc | 0.77% | 158,336 | $7,975,374 | $7,876,361 | -$99,013 | -1.24% | |
| Jpmorgan Chase & Co | 0.00% | 151,631 | $7,643,727 | $7,542,823 | -$100,904 | -1.32% | |
| Ndwm Llc | 4.33% | 152,365 | $7,538,327 | $7,579,336 | +$41,009 | +0.54% | |
| Saiph Capital, Llc | 2.17% | 143,690 | $7,237,676 | $7,147,802 | -$89,874 | -1.24% | |
| Ifrah Financial Services, Inc. | 1.71% | 136,920 | $6,774,138 | $6,811,031 | +$36,893 | +0.54% | |
| Summit Financial, Llc | 0.07% | 131,484 | $6,622,854 | $6,540,619 | -$82,235 | -1.24% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 130,417 | $6,569,104 | $6,487,541 | -$81,563 | -1.24% | |
| Financial Engines Advisors L.L.C. | 0.01% | 127,022 | $6,398,098 | $6,318,659 | -$79,439 | -1.24% | |
| Scotia Capital Inc. | 0.02% | 118,679 | $5,977,861 | $5,903,639 | -$74,222 | -1.24% | |
| Ipg Investment Advisors Llc | 0.85% | 120,471 | $5,960,333 | $5,992,782 | +$32,449 | +0.54% |
Frequently asked questions about SLQD
Who are the largest institutional holders of SLQD?
The largest institutional holders of SLQD reported in the latest SEC Form 13F filings include Morgan Stanley, Allspring Global Investments Holdings, Llc, Adventist Health System Sunbelt Healthcare Corp, Lji Wealth Management, Llc, and Mai Capital Management. InsiderSet ranks institutional holders by their latest reported SLQD position.
What is SLQD institutional ownership?
This page tracks SLQD positions reported by institutional investment managers through SEC Form 13F. ISHARES 0-5 YR INV GRD CORP (SLQD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SLQD?
InsiderSet currently tracks 256 institutional managers reporting SLQD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SLQD shareholders.
How much SLQD stock do institutions own?
Institutional investment managers disclosed approximately $1.58B in SLQD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SLQD institutional ownership last updated?
The latest SLQD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SLQD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SLQD position after the reporting date.
Are institutions buying or selling SLQD?
Institutional buying and selling can be analyzed by comparing SLQD positions across consecutive 13F reporting periods. InsiderSet's SLQD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SLQD ownership changes.
How has SLQD institutional ownership changed over time?
InsiderSet tracks SLQD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.