Security record · archived quarter
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
50Tracked holders
+1Δ holders
13.57MShares held
$684.69MReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +2.0% ·
share flow -0.1% ·
net new positions +2.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 137.20K | $6.78M | n/a | n/a |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.38M | +1.0% | $120.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Allspring Global Investments… | 2.08M | 0.0% | $104.88M | 0.2% | Held | 2 | SEC ↗ |
| 3 | UBS Group AG | 1.16M | +2.7% | $58.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.11M | -3.9% | $55.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 828.13K | +2.1% | $41.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 787.81K | +14.6% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Raymond James Financial Inc | 727.96K | +7.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 595.89K | +1.1% | $30.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Allianz Asset Management GmbH | 359.32K | -0.5% | $18.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 360.57K | -56.5% | $17.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 296.57K | +1.1% | $14.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 255.74K | +12.1% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 234.88K | +3.4% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 216.15K | +14.2% | $10.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 200.90K | +16.1% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 194.45K | -2.5% | $9.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 191.02K | +24.0% | $9.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 143.56K | +3.2% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Financial Engines Advisors L.L.C. | 123.77K | -8.5% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 122.15K | -18.1% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 113.35K | +3311.0% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Loomis Sayles & Co L P | 112.76K | -34.4% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 108.92K | +685.6% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 103.89K | +0.7% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 100.83K | +6.7% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 71.39K | -17.6% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 69.47K | -20.1% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Jane Street Group, Llc | 68.66K | +810.1% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 58.40K | +7.3% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 57.03K | -7.8% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 56.78K | -4.8% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 52.93K | New | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 33 | Mariner, LLC | 45.43K | -7.5% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Bank Of Montreal /Can/ | 40.90K | +1.1% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Bank Julius Baer & Co. Ltd, Zurich | 38.71K | +20.8% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 25.97K | -5.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 24.94K | New | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 38 | Cibc World Market Inc. | 13.42K | +0.7% | $677,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 7.79K | +18.8% | $393,445 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Truist Financial Corp | 6.17K | +3.7% | $311,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Hsbc Holdings Plc | 6.13K | -53.8% | $309,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 5.49K | -55.8% | $277,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Hrt Financial Lp | 4.55K | New | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Focus Partners Wealth | 4.49K | +0.1% | $226,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Franklin Resources Inc | 3.35K | -5.6% | $169,142 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 2.80K | New | $141,422 | 0.0% | New | 1 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 2.16K | 0.0% | $109,015 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Citigroup Inc | 1.94K | 0.0% | $98,052 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 813 | -17.6% | $41,060 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 80 | +700.0% | $4,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.67M | 0.0% |
| Fifth Third Bancorp | $1.26M | 0.0% |
| Hrt Financial Lp | $229,000 | 0.0% |
| UBS AM, a distinct business… | $141,422 | 0.0% |
Exited
| Renaissance Technologies | $1.60M | was 0.0% |
| Nomura Asset Management… | $1.55M | was 0.0% |
| Mercer Global Advisors Inc… | $240,622 | 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: Q1 2026 ·
Methodology ·
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