Skip to content
Disclosery

SLQD ISHARES TR

Follow

0-5YR INVT GR CP (fund)

247 managers (253 13F filers) reported a position in SLQD shares at 2026-06-30, 30,139,101 shares in all. 23 filers opened a position and 16 filers sold out during the quarter.

Managers
247
13F filers
253
New
23
Added
104
Reduced
77
Sold out
16
Shares held by filers
30,139,101

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,544,555$128M0.01%+167,29313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,077,168$105M0.16%013F-HRTimelineGroup
LJI Wealth Management, LLC1,635,740$82.4M11.54%+268,11413F-HRTimeline
MAI Capital Management1,274,393$64.2M0.24%+190,70613F-HRTimeline
LPL Financial LLC1,186,359$59.8M0.01%+78,91613F-HRTimeline
UBS Group AGgroup of 2 filers holding1,136,737$57.3M-24,692Timeline
World Investment Advisors1,032,454$52.1M0.86%013F-HRTimeline
Bramshill Investments, LLC1,008,271$50.8M3.89%+11,26913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…982,350$49.5M1.2%+11,36213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA855,934$43.1M0.01%+68,12613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC824,298$41.5M0.01%+96,34113F-HRTimelineGroup
Crews Bank & Trust788,528$39.7M5.19%+28,94813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/618,501$31.2M<0.01%+22,60813F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding527,002$26.5M+21,286Timeline
Wiser Wealth Management, Inc510,292$25.7M4.92%+18,90413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC507,289$25.5M0.01%-320,84013F-HRTimelineGroup
NewEdge Advisors, LLC503,384$25.4M0.08%+16,03113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448,811$22.6M1.08%-20,77613F-HRTimeline
Vestmark Advisory Solutions, Inc.418,807$21.1M0.2%+21,82813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.394,083$19.8M3.76%-135,90013F-HRTimeline
CAMDEN NATIONAL BANK394,035$19.8M2.59%+14,12613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE367,542$18.5M0.02%+8,21913F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP350,519$17.7M0.18%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP320,449$16.1M0.02%-40,11713F-HR/ATimelineGroup
TIAAgroup of 3 filers holding286,953$14.5M+23,106Timeline
Global Wealth Management Investment Adv…275,433$13.9M1.97%+10,44813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich265,774$13.4M0.03%+227,06113F-HRTimeline
Cetera Investment Advisers264,861$13.3M0.01%-31,71313F-HRTimeline
Waterloo Capital, L.P.256,252$12.9M0.73%+14,27113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.250,728$12.6M2.78%+21,33913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN243,866$12.3M<0.01%+8,98613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP242,710$12.2M0.01%-13,02913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…220,414$11.1M0.01%+19,51613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC211,186$10.6M<0.01%-4,96113F-HRTimelineGroup
HighTower Advisors, LLC189,053$9.52M0.01%-5,39713F-HRTimeline
MML INVESTORS SERVICES, LLC168,814$8.5M0.02%+46,66713F-HRTimeline
LaSalle St. Investment Advisors, LLC168,013$8.46M1.03%+8,10713F-HRTimeline
OneDigital Investment Advisors LLC166,772$8.4M0.07%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P161,697$8.14M0.01%+48,93813F-HRTimelineGroup
Sierra Capital LLC158,336$7.98M0.77%-2,32213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO151,631$7.64M<0.01%+8,06613F-HRTimelineGroup
NDWM LLC150,111$7.56M4.44%+21,38913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC144,592$7.28M0.01%-46,43213F-HRTimeline
Saiph Capital, LLC143,690$7.24M2.17%-5,75913F-HRTimeline
Ifrah Financial Services, Inc.134,345$6.77M1.65%+1,22713F-HRTimeline
Summit Financial, LLC131,484$6.62M0.07%-3,91713F-HRTimeline
Federation des caisses Desjardins du Qu…130,417$6.57M0.02%+1,03613F-HRTimeline
Financial Engines Advisors L.L.C.127,022$6.4M0.01%+3,24813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC119,691$6.03M3.46%-27,33113F-HRTimeline
IPG Investment Advisors LLC119,283$6.01M0.86%+87,02613F-HRTimeline
SCOTIA CAPITAL INC.118,679$5.98M0.02%-11,68613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.113,383$5.71M<0.01%+3613F-HRTimelineGroup
Waverly Advisors, LLC107,010$5.39M0.03%+30913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…106,631$5.37M0.03%+3,97913F-HRTimelineGroup
Sanctuary Advisors, LLC105,495$5.31M0.02%+1,70413F-HRTimeline
Creative Planningin group Creative Planning103,440$5.21M<0.01%new13F-HRTimelineGroup
JT Stratford LLC103,157$5.2M0.57%+1,97613F-HRTimeline
DecisionPoint Financial, LLC95,886$4.81M0.89%-32013F-HRTimeline
River Wealth Advisors LLC93,812$4.73M0.49%-9,31813F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,041$4.69M0.02%-10,84913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,228$4.24M<0.01%+14,75413F-HRTimelineGroup
Rosenberg Matthew Hamilton83,730$4.22M0.79%-5,14113F-HRTimeline
Trail Ridge Investment Advisors, LLC82,302$4.15M1.75%+2,31313F-HRTimeline
Belpointe Asset Management LLC81,026$4.08M0.13%+3,92713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…79,401$4M0.21%-1,62513F-HRTimeline
Townsend Financial Planning, LLC75,379$3.8M3.31%+3,88513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,134$3.77M0.01%+3,74213F-HRTimeline
IFP Advisors, Inc73,563$3.71M0.07%+13,90913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP72,626$3.66M<0.01%+15,84513F-HRTimelineGroup
Sugar Maple Asset Management, LLC62,128$3.13M2.02%+5,66913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,016$3.12M<0.01%+4,98513F-HRTimelineGroup
Rockbridge Investment Management, LCC60,349$3.04M0.25%-913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC59,872$3.02M0.01%+53,79613F-HRTimelineGroup
JGP Wealth Management, LLC58,816$2.96M0.27%-1,87613F-HRTimeline
TD Waterhouse Canada Inc.58,963$2.96M0.01%+55913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding57,933$2.92M+53,440Timeline
Cambridge Investment Research Advisors,…57,282$2.88M0.01%+2,60213F-HR/ATimeline
Quantinno Capital Management LP57,188$2.88M<0.01%-43,63813F-HRTimeline
Kathmere Capital Management, LLC56,764$2.86M0.15%-43,53313F-HRTimeline
Fonville Wealth Management LLC55,173$2.78M0.45%-35713F-HRTimeline
Obsido Oy53,176$2.68M1.43%-1,68513F-HRTimeline
Portus Wealth Advisors, LLC50,963$2.57M2.11%+1,12913F-HRTimeline
Life Planning Partners, Inc50,869$2.56M1.9%+1,01913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.52M<0.01%+49,92013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/47,175$2.38M<0.01%+6,27313F-HRTimelineGroup
Argent Advisors, Inc.43,234$2.18M0.54%+1,32613F-HRTimeline
Mariner, LLCin group Mariner, LLC42,804$2.16M<0.01%-2,62513F-HRTimelineGroup
Topor & Co. Korea42,557$2.14M1.69%013F-HRTimeline
American Wealth Advisors, LLC42,468$2.14M2.01%+25613F-HRTimeline
Turn8 Private Wealth Inc.41,380$2.08M1.39%-18,76213F-HRTimeline
Laurel Wealth Advisors LLC40,601$2.05M0.2%+2,01813F-HRTimeline
VISTA INVESTMENT MANAGEMENT40,235$2.03M0.61%-48613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…39,101$1.97M0.04%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV38,847$1.96M<0.01%new13F-HR/ATimeline
Integrated Wealth Concepts LLC37,759$1.9M0.01%+14,65613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,606$1.9M0.08%-7213F-HRTimelineGroup
Biondo Investment Advisors, LLC37,485$1.89M0.23%+2,59213F-HRTimeline
Sigma Planning Corp36,127$1.82M0.05%+5,81913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,001$1.66M<0.01%new13F-HRTimelineGroup
Cosner Financial Group, LLC32,565$1.64M0.84%013F-HRTimeline
Janney Montgomery Scott LLC31,960$1.61M<0.01%+77513F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,339$1.58M1.4%-25113F-HRTimeline
Curi Capital, LLC30,305$1.53M0.02%-2,15713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,132$1.52M0.01%+67813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,456$1.38M0.01%-1,73913F-HRTimelineGroup
W1M Asset Management Ltd26,900$1.35M0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,283$1.32M+476Timeline
American Money Management, LLC25,296$1.27M0.18%-1,07513F-HRTimeline
Advisors Capital Management, LLC25,057$1.26M0.01%+8,04813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24,459$1.23M<0.01%-48213F-HRTimelineGroup
Garden State Investment Advisory Servic…24,379$1.23M0.24%+25313F-HRTimeline
Wescott Financial Advisory Group, LLC23,107$1.16M0.09%+45513F-HRTimeline
Private Wealth Management Group, LLC22,225$1.12M0.26%+1,26713F-HRTimeline
Savant Capital, LLC21,961$1.11M<0.01%-1,94513F-HRTimeline
City Center Advisors, LLC21,816$1.1M0.89%+1,03713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,699$1.09M0.07%-1,81913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC21,070$1.06M<0.01%-87,84613F-HRTimelineGroup
Mutual Advisors, LLC20,501$1.03M0.02%-1113F-HRTimeline
WIN ADVISORS, INC20,019$1.01M0.36%new13F-HRTimeline
FC Advisory LLC19,589$987K0.26%+11413F-HRTimeline
Arkadios Wealth Advisors19,554$985K0.02%-2,68213F-HRTimeline
Rehmann Capital Advisory Group19,122$963K0.04%+60713F-HRTimeline
GeoWealth Management, LLC18,104$912K0.03%+1,99413F-HRTimeline
Summa Corp.18,000$907K0.28%+3,20013F-HRTimeline
Private Advisor Group, LLC17,971$905K<0.01%-101,60913F-HRTimeline
GFS Advisors, LLC2,380$898K0.14%new13F-HR/ATimeline
Fortis Capital Management LLC17,584$886K0.1%+37413F-HRTimeline
Financiere des Professionnels - Fonds d…17,500$881K0.05%-199,80013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,279$870K<0.01%-8,69413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC17,197$866K0.03%+2,79513F-HRTimeline
Rothschild Wealth LLC17,154$864K0.07%-2,60013F-HRTimeline
Private Wealth Group, LLC17,019$857K0.33%-5,37613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,964$854K0.07%013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV16,845$848K0.44%-15,21013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,026$803KnewTimeline
Compound Planning, Inc.15,462$779K0.02%+3,09713F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC15,275$769K0.09%-443,01413F-HRTimeline
Stokes Family Office, LLC14,659$738K0.09%-1,90013F-HRTimeline
CIBC WORLD MARKET INC.14,489$730K<0.01%+1,06613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,077$709K0.01%-93,42913F-HRTimelineGroup
Factor Wealth Management LTD13,727$691K0.1%-7,36613F-HRTimeline
4J Wealth Management LLC13,118$661K0.32%-55313F-HRTimeline
Advisory Alpha, LLC13,044$657K0.02%013F-HRTimeline
Vise Technologies, Inc.12,918$651K0.01%-1,94313F-HRTimeline
Probity Advisors, Inc.12,475$628K0.09%-16313F-HRTimeline
Cedar Point Capital Partners, LLC12,000$604K0.35%+42013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO11,680$588K0.06%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI11,446$577K0.03%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC11,186$563K0.13%-62913F-HRTimeline
Parallel Advisors, LLC10,945$551K0.01%-43213F-HRTimeline
Rialto Wealth Management, LLC10,789$543K0.11%-69413F-HRTimeline
Investment Advisory Group, LLC10,676$538K0.12%013F-HRTimeline
Wolff Financial Management LLC10,519$530K0.11%-60013F-HRTimeline
Central Pacific Bank - Trust Division10,494$529K0.05%013F-HRTimeline
BARINGS LLCin group BARINGS LLC10,397$524K0.01%-2,61113F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC10,052$506K0.17%-76813F-HRTimeline
Alpha Financial Partners LLC9,926$500K0.26%+10813F-HRTimeline
One Wealth Advisors, LLC9,076$457K0.05%+2,52513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,790$443K0.06%013F-HRTimeline
Valmark Advisers, Inc.8,729$440K<0.01%+70213F-HRTimeline
Montis Financial, LLC8,503$428K0.09%-3,17513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,466$426K<0.01%+22013F-HRTimelineGroup
TRB Wealth Management, LLC7,840$395K0.05%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,789$392K<0.01%+67513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,733$390K<0.01%-5913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC7,495$378K0.01%+64213F-HRTimeline
PFG Advisors7,293$367K0.02%-156,89313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,980$352K0.01%013F-HRTimelineGroup
Allworth Financial LP6,909$348K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.6,907$348K0.22%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,818$343K0.01%013F-HRTimelineGroup
Hoxton Planning & Management, LLC6,724$339K0.09%+21913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,552$330K0.18%013F-HRTimeline
Disciplined Investments, LLC6,426$324K0.1%+2213F-HR/ATimeline
Advisory Services Network, LLC6,391$322K<0.01%+20513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,382$321K<0.01%+25013F-HRTimelineGroup
Davis Wealth Advisors, LLC6,049$305K0.24%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,939$299K0.03%-2,81013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,931$299K0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,887$297K0.02%-1,72513F-HRTimeline
Arbor Wealth Management LLC\AZ5,793$292K0.26%-613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,684$286K<0.01%-49113F-HRTimelineGroup
LexAurum Advisors, LLC5,132$258K0.03%+77113F-HRTimeline
Boreal Capital Management LLC5,060$255K0.19%new13F-HRTimeline
Arax Advisory Partners5,037$254K<0.01%+4,68913F-HRTimeline
SEMITAM BONAM LLC4,941$249K0.18%013F-HRTimeline
Secure Asset Management, LLC4,890$246K0.03%+22913F-HRTimeline
NOVEM GROUP4,647$234K0.02%+24613F-HRTimeline
Atria Investments, Inc4,595$231K<0.01%-47813F-HRTimeline
Weaver Consulting Group4,537$229K0.05%013F-HRTimeline
Alhambra Investment Management LLC4,381$221K0.1%013F-HRTimeline
MGO ONE SEVEN LLC4,379$221K<0.01%+8913F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD4,351$219K0.05%13F-HRTimeline
HEADINVEST, LLC4,345$219K0.04%-2713F-HRTimeline
SEEDS INVESTOR LLC4,303$217K0.02%-12,29413F-HRTimeline
Avior Wealth Management, LLC4,199$212K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,166$210K<0.01%+1413F-HRTimelineGroup
AdvisorNet Financial, Inc4,157$209K0.01%-23813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,011$202K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,637$183K<0.01%-2413F-HRTimeline