Effectdossier · gearchiveerd kwartaal
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
49Gevolgde houders
-1Δ houders
13.58MGehouden aandelen
$688.55MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.0% ·
aandelenstroom -2.7% ·
netto nieuwe posities -2.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a | −1 |
| Q3 2025 | 7 | +1 | 2.97M | $151.09M | +1 | n/a |
| Q2 2025 | 3 | 0 | 337.46K | $17.07M | n/a | n/a |
| Q1 2025 | 2 | +1 | 461.58K | $23.21M | +1 | n/a |
| Q4 2024 | 1 | 0 | 228.74K | $11.38M | n/a | n/a |
| Q3 2024 | 1 | 0 | 256.12K | $12.92M | n/a | n/a |
| Q2 2024 | 1 | n/a | 227.90K | $11.22M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.35M | +1.6% | $119.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Allspring Global Investments… | 2.08M | n/a | $105.31M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.15M | n/a | $58.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 1.13M | n/a | $57.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 829.89K | n/a | $42.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 810.74K | n/a | $41.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 687.60K | n/a | $34.86M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Raymond James Financial Inc | 678.49K | n/a | $34.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 589.22K | n/a | $29.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Allianz Asset Management GmbH | 360.96K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 293.20K | n/a | $14.87M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 228.23K | n/a | $11.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 227.27K | n/a | $11.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 199.47K | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 189.32K | n/a | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 173.07K | n/a | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Loomis Sayles & Co L P | 172.00K | n/a | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 154.09K | n/a | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 149.20K | n/a | $7.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 139.07K | -52.1% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Financial Engines Advisors L.L.C. | 135.24K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 103.13K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 94.51K | n/a | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 87.00K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Wealth Enhancement Advisory… | 86.58K | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 61.83K | -7.7% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 59.61K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 54.44K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 49.11K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank Of Montreal /Can/ | 40.47K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Bank Julius Baer & Co. Ltd, Zurich | 32.06K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 31.58K | -85.0% | $1.60M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 33 | Nomura Asset Management… | 30.61K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 27.45K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 13.86K | n/a | $702,905 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cibc World Market Inc. | 13.34K | n/a | $676,085 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 13.28K | n/a | $673,398 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Susquehanna International Group, Llp | 12.43K | n/a | $630,100 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 7.54K | n/a | $382,481 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 6.56K | n/a | $332,610 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 5.95K | n/a | $301,817 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 4.75K | n/a | $240,622 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Focus Partners Wealth | 4.49K | n/a | $227,543 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 3.55K | n/a | $179,985 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 3.32K | +1.3% | $168,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 2.16K | n/a | $109,512 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 1.94K | n/a | $98,459 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 987 | -62.5% | $50,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 10 | n/a | $507 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $4.14M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 244 houders, 29.59M aandelen, $1.46B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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