Who owns iShares 0-5 Year Investment Grade Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SLQD from SEC Form 13F filings across 253 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 253 institutions disclosed 30.2M shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.52B — about 63.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
253
13F holders
$1.52B
value, 2026 filers
63.9%
of shares outstanding (30.2M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SLQD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.5M | $128.2M | 0.0% | 5.4% | +7.0% |
| 2 | Allspring Global Investments Holdings, LLC | 2.1M | $104.6M | 0.2% | 4.4% | 0.0% |
| 3 | LJI Wealth Management, LLC | 1.6M | $82.4M | 11.5% | 3.5% | +19.6% |
| 4 | MAI Capital Management | 1.3M | $64.2M | 0.2% | 2.7% | +17.6% |
| 5 | LPL Financial LLC | 1.2M | $59.8M | 0.0% | 2.5% | +7.1% |
| 6 | UBS Group AG | 1.1M | $57.3M | 0.0% | 2.4% | -1.9% |
| 7 | World Investment Advisors | 1.0M | $52.1M | 0.9% | 2.2% | 0.0% |
| 8 | Bramshill Investments, LLC | 1.0M | $50.8M | 3.9% | 2.1% | +1.1% |
| 9 | FARMERS & MERCHANTS INVESTMENTS INC | 982,350 | $49.5M | 1.2% | 2.1% | +1.2% |
| 10 | ROYAL BANK OF CANADA | 855,934 | $43.1M | 0.0% | 1.8% | +8.6% |
| 11 | RAYMOND JAMES FINANCIAL INC | 824,298 | $41.5M | 0.0% | 1.7% | +13.2% |
| 12 | Crews Bank & Trust | 788,528 | $39.7M | 5.2% | 1.7% | +3.8% |
| 13 | BANK OF AMERICA CORP /DE/ | 618,501 | $31.2M | 0.0% | 1.3% | +3.8% |
| 14 | Wiser Wealth Management, Inc | 510,292 | $25.7M | 4.9% | 1.1% | +3.8% |
| 15 | AMERIPRISE FINANCIAL INC | 507,289 | $25.5M | 0.0% | 1.1% | -38.7% |
| 16 | NewEdge Advisors, LLCNEW | 503,384 | $25.4M | 0.1% | 1.1% | new |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | 448,811 | $22.6M | 1.1% | 1% | -4.4% |
| 18 | Allianz Asset Management GmbH | 435,942 | $22.0M | 0.0% | 0.9% | +21.3% |
| 19 | Vestmark Advisory Solutions, Inc. | 418,807 | $21.1M | 0.2% | 0.9% | +5.5% |
| 20 | VOISARD ASSET MANAGEMENT GROUP, INC. | 394,083 | $19.8M | 3.8% | 0.8% | -25.6% |
| 21 | CAMDEN NATIONAL BANK | 394,035 | $19.8M | 2.6% | 0.8% | +3.7% |
| 22 | ALLSTATE CORPNEW | 350,519 | $17.7M | 0.2% | 0.7% | new |
| 23 | Colonial Trust Advisors | 327,118 | $16.5M | 1.1% | 0.7% | +4.5% |
| 24 | Corient Private Wealth LP | 320,449 | $16.1M | 0.0% | 0.7% | -11.1% |
| 25 | Global Wealth Management Investment Advisory, Inc. | 275,433 | $13.9M | 2.0% | 0.6% | +3.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.