Security record
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
46Tracked holders
-3Δ holders
13.72MShares held
$691.01MReported value
+2New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -6.1% ·
share flow +2.6% ·
net new positions -8.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | -3 | 13.72M | $691.01M | +2 | −6 |
| Q1 2026 | 50 | +1 | 13.57M | $684.69M | +4 | −3 |
| Q4 2025 | 49 | -1 | 13.58M | $688.55M | — | −1 |
| Q3 2025 | 7 | +1 | 2.97M | $151.09M | +1 | — |
| Q2 2025 | 3 | 0 | 337.46K | $17.07M | — | — |
| Q1 2025 | 2 | +1 | 461.58K | $23.21M | +1 | — |
| Q4 2024 | 1 | 0 | 228.74K | $11.38M | — | — |
| Q3 2024 | 1 | 0 | 256.12K | $12.92M | — | — |
| Q2 2024 | 1 | — | 227.90K | $11.22M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.54M | +7.0% | $128.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Allspring Global Investments… | 2.08M | 0.0% | $104.63M | 0.2% | Held | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 1.19M | +7.1% | $59.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.14M | -1.9% | $57.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 855.93K | +8.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Raymond James Financial Inc | 824.30K | +13.2% | $41.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 618.50K | +3.8% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 507.29K | -38.7% | $25.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Allianz Asset Management GmbH | 435.94K | +21.3% | $21.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Corient Private Wealth LP | 320.45K | -11.1% | $16.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Julius Baer & Co. Ltd, Zurich | 265.77K | +586.5% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 264.86K | -10.7% | $13.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 243.87K | +3.8% | $12.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 242.71K | -5.1% | $12.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 220.41K | +9.7% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 211.19K | -2.3% | $10.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 168.81K | +38.2% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Loomis Sayles & Co L P | 161.70K | +43.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 151.63K | +5.6% | $7.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Commonwealth Equity Services, Llc | 144.59K | -24.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 127.02K | +2.6% | $6.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 113.38K | 0.0% | $5.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 23 | Creative Planning | 103.44K | New | $5.21M | 0.0% | New | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 93.04K | -10.4% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 84.23K | +21.2% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Wealth Enhancement Advisory… | 75.13K | +5.2% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 72.63K | +27.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 62.02K | +8.7% | $3.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 58.96K | +1.0% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 57.19K | -43.3% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 50.00K | +62400.0% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 47.17K | +15.3% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Mariner, LLC | 42.80K | -5.8% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 38.85K | New | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 24.46K | -1.9% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 21.07K | -80.7% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 17.28K | -33.5% | $870,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Cibc World Market Inc. | 14.49K | +7.9% | $729,811 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 7.73K | -0.8% | $389,534 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Hsbc Holdings Plc | 6.38K | +4.1% | $321,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 5.68K | -8.0% | $286,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Focus Partners Wealth | 5.00K | +11.2% | $251,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 3.35K | 0.0% | $168,740 | 0.0% | Held | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 2.16K | 0.0% | $108,778 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Citigroup Inc | 1.94K | 0.0% | $97,819 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 997 | +22.6% | $50,236 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $5.21M | 0.0% |
| Mercer Global Advisors Inc… | $1.96M | 0.0% |
Exited
| HighTower Advisors, LLC | $9.82M | was 0.0% |
| Jane Street Group, Llc | $3.47M | was 0.0% |
| Citadel Advisors | $2.67M | was 0.0% |
| Susquehanna International… | $277,291 | was 0.0% |
| Hrt Financial Lp | $229,000 | was 0.0% |
| UBS AM, a distinct business… | $141,422 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 244 holders, 29.59M shares, $1.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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