ISHARES 0-5 YR INV GRD CORP (SLQD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.49B 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 $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 $126.41M, representing an estimated loss of -1.37% 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, 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
246
Total Reported Value
$1.49B
Largest Holder
Morgan Stanley
Largest Position
$128.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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 | $126,413,492 | -$1,755,817 | -1.37% | |
| Allspring Global Investments Holdings, Llc | 0.16% | 2,077,168 | $104,626,952 | $103,193,706 | -$1,433,246 | -1.37% | |
| Lji Wealth Management, Llc | 11.54% | 1,635,740 | $82,392,200 | $81,263,563 | -$1,128,637 | -1.37% | |
| Mai Capital Management | 0.24% | 1,274,393 | $64,191,188 | $63,311,844 | -$879,344 | -1.37% | |
| Lpl Financial Llc | 0.01% | 1,186,359 | $59,756,892 | $58,938,315 | -$818,577 | -1.37% | |
| Ubs Group Ag | 0.01% | 1,136,737 | $57,257,443 | $56,473,094 | -$784,349 | -1.37% | |
| World Investment Advisors | 0.86% | 1,032,454 | $52,128,602 | $51,292,315 | -$836,287 | -1.60% | |
| Bramshill Investments, Llc | 3.89% | 1,008,271 | $50,786,621 | $50,090,903 | -$695,718 | -1.37% | |
| Farmers & Merchants Investments Inc | 1.20% | 982,350 | $49,480,970 | $48,803,148 | -$677,822 | -1.37% | |
| Royal Bank Of Canada | 0.01% | 855,934 | $43,113,000 | $42,522,801 | -$590,199 | -1.37% | |
| Raymond James Financial Inc | 0.01% | 824,298 | $41,519,893 | $40,951,125 | -$568,768 | -1.37% | |
| Crews Bank & Trust | 5.19% | 788,528 | $39,718,155 | $39,174,071 | -$544,084 | -1.37% | |
| Bank Of America Corp | 0.00% | 618,501 | $31,153,904 | $30,727,130 | -$426,774 | -1.37% | |
| Wiser Wealth Management, Inc | 4.92% | 510,292 | $25,703,397 | $25,351,307 | -$352,090 | -1.37% | |
| Ameriprise Financial Inc | 0.01% | 507,289 | $25,546,931 | $25,202,118 | -$344,813 | -1.35% | |
| Newedge Advisors, Llc | 0.08% | 503,384 | $25,355,474 | $25,008,117 | -$347,357 | -1.37% | |
| Creative Financial Designs Inc | 1.08% | 448,811 | $22,606,614 | $22,296,930 | -$309,684 | -1.37% | |
| Allianz Asset Management Gmbh | 0.02% | 435,942 | $21,958,399 | $21,657,599 | -$300,800 | -1.37% | |
| Vestmark Advisory Solutions, Inc. | 0.20% | 418,807 | $21,095,293 | $20,806,332 | -$288,961 | -1.37% | |
| Voisard Asset Management Group, Inc. | 3.76% | 394,083 | $19,849,975 | $19,578,043 | -$271,932 | -1.37% | |
| Camden National Bank | 2.59% | 394,035 | $19,847,543 | $19,575,659 | -$271,884 | -1.37% | |
| Allstate Corp | 0.18% | 350,519 | $17,655,642 | $17,413,784 | -$241,858 | -1.37% | |
| Colonial Trust Advisors | 1.15% | 327,118 | $16,476,955 | $16,251,222 | -$225,733 | -1.37% | |
| Corient Private Wealth Llc | 0.02% | 320,449 | $16,141,038 | $15,919,906 | -$221,132 | -1.37% | |
| Global Wealth Management Investment Advisory, Inc. | 1.97% | 275,433 | $13,873,581 | $13,683,511 | -$190,070 | -1.37% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | 265,774 | $13,387,580 | $13,203,652 | -$183,928 | -1.37% | |
| Cetera Investment Advisers | 0.01% | 264,861 | $13,341,049 | $13,158,294 | -$182,755 | -1.37% | |
| Waterloo Capital, L.P. | 0.73% | 256,252 | $12,907,391 | $12,730,599 | -$176,792 | -1.37% | |
| Integral Investment Advisors, Inc. | 2.78% | 250,728 | $12,629,169 | $12,456,167 | -$173,002 | -1.37% | |
| Wells Fargo & Company/Mn | 0.00% | 243,866 | $12,283,514 | $12,115,263 | -$168,251 | -1.37% | |
| Stifel Financial Corp | 0.01% | 242,710 | $12,225,299 | $12,057,833 | -$167,466 | -1.37% | |
| Envestnet Asset Management Inc | 0.00% | 211,186 | $10,637,511 | $10,491,720 | -$145,791 | -1.37% | |
| Colonial Trust Co / Sc | 1.27% | 199,884 | $10,068,145 | $9,930,237 | -$137,908 | -1.37% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.03% | 194,079 | $9,775,737 | $9,641,845 | -$133,892 | -1.37% | |
| Mml Investors Services, Llc | 0.02% | 168,814 | $8,503,179 | $8,386,680 | -$116,499 | -1.37% | |
| Lasalle St. Investment Advisors, Llc | 1.03% | 168,013 | $8,462,816 | $8,346,886 | -$115,930 | -1.37% | |
| Onedigital Investment Advisors Llc | 0.07% | 166,772 | $8,400,316 | $8,285,233 | -$115,083 | -1.37% | |
| Loomis Sayles & Co L P | 0.01% | 161,697 | $8,144,678 | $8,033,107 | -$111,571 | -1.37% | |
| Sierra Capital Llc | 0.77% | 158,336 | $7,975,374 | $7,866,132 | -$109,242 | -1.37% | |
| Jpmorgan Chase & Co | 0.00% | 151,631 | $7,643,727 | $7,533,028 | -$110,699 | -1.45% | |
| Ndwm Llc | 4.44% | 150,111 | $7,561,093 | $7,457,514 | -$103,579 | -1.37% | |
| Commonwealth Equity Services, Llc | 0.01% | 144,592 | $7,283,110 | $7,183,331 | -$99,779 | -1.37% | |
| Saiph Capital, Llc | 2.17% | 143,690 | $7,237,676 | $7,138,519 | -$99,157 | -1.37% | |
| Ifrah Financial Services, Inc. | 1.65% | 134,345 | $6,766,976 | $6,674,260 | -$92,716 | -1.37% | |
| Summit Financial, Llc | 0.07% | 131,484 | $6,622,854 | $6,532,125 | -$90,729 | -1.37% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 130,417 | $6,569,104 | $6,479,117 | -$89,987 | -1.37% | |
| Financial Engines Advisors L.L.C. | 0.01% | 127,022 | $6,398,098 | $6,310,453 | -$87,645 | -1.37% | |
| Alterna Wealth Management, Inc | 3.46% | 119,691 | $6,028,836 | $5,946,249 | -$82,587 | -1.37% | |
| Ipg Investment Advisors Llc | 0.86% | 119,283 | $6,008,276 | $5,925,979 | -$82,297 | -1.37% | |
| Scotia Capital Inc. | 0.02% | 118,679 | $5,977,861 | $5,895,973 | -$81,888 | -1.37% |
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.