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Ishares 0-5 YR INV GRD Corp (SLQD)

CUSIP: 46434V100 | NYSE | 729 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC1,881,207
0.1% of portfolio›$93.1M
Adventist Health System Sunbelt Healthcare Corp1,795,300
2.1% of portfolio›$88.8M
LJI Wealth Management, LLC1,648,790
11.5% of portfolio›$81.6M
Farmers & Merchants Investments Inc1,015,991
1.2% of portfolio›$50.3M
Wiser Wealth Management, Inc585,596
5.3% of portfolio›$29.0M
Camden National Bank426,723
2.8% of portfolio›$21.1M
Creative Financial Designs Inc425,632
1.0% of portfolio›$21.1M
Global Wealth Management Investment Advisory, Inc.387,229
2.6% of portfolio›$19.2M
Voisard Asset Management Group, Inc.377,463
3.5% of portfolio›$18.7M
Bank Julius Baer & Co. Ltd, Zurich269,274
0.0% of portfolio›$13.3M
Integral Investment Advisors, Inc.268,319
2.9% of portfolio›$13.3M
Commonwealth Equity Services, LLC161,220
0.0% of portfolio›$8.0M
Ifrah Financial Services, Inc.136,920
1.7% of portfolio›$6.8M
IPG Investment Advisors LLC120,471
0.8% of portfolio›$6.0M
Alterna Wealth Management, Inc119,759
3.3% of portfolio›$5.9M
JGP Wealth Management, LLC114,515
0.5% of portfolio›$5.7M
Harel Insurance Investments & Financial Services Ltd.108,816
0.0% of portfolio›$5.4K
Creative Planning103,455
0.0% of portfolio›$5.1M
Lido Advisors, LLC99,352
0.0% of portfolio›$4.9M
DecisionPoint Financial, LLC91,498
0.8% of portfolio›$4.5M
Trail Ridge Investment Advisors, LLC85,954
1.8% of portfolio›$4.3M
Rosenberg Matthew Hamilton81,426
0.7% of portfolio›$4.0M
IFP Advisors, Inc75,971
0.1% of portfolio›$3.8M
Wealth Enhancement Advisory Services, LLC75,030
0.0% of portfolio›$3.7M
Townsend Financial Planning, LLC73,297
3.2% of portfolio›$3.6M
Kestra Advisory Services, LLC66,645
0.0% of portfolio›$3.3M
TD Waterhouse Canada Inc.62,169
0.0% of portfolio›$3.1M
Sugar Maple Asset Management, LLC58,778
1.7% of portfolio›$2.9M
Kathmere Capital Management, LLC56,764
0.1% of portfolio›$2.8M
Cambridge Investment Research Advisors, Inc.55,120
0.0% of portfolio›$2.7K
Fonville Wealth Management LLC53,489
0.4% of portfolio›$2.6M
Portus Wealth Advisors, LLC50,777
2.1% of portfolio›$2.5M
Life Planning Partners, Inc50,626
2.0% of portfolio›$2.5M
Turn8 Private Wealth Inc.48,994
1.7% of portfolio›$2.4M
Topor & Co. Korea42,557
1.7% of portfolio›$2.1M
Laurel Wealth Advisors LLC40,473
0.2% of portfolio›$2.0M
StoneX Group Inc.34,826
0.1% of portfolio›$1.7M
Parsons Capital Management Inc34,546
0.1% of portfolio›$1.7M
Blue Trust, Inc.34,265
0.0% of portfolio›$1.7M
Thrivent Financial for Lutherans33,408
0.0% of portfolio›$1.7M
Sigma Planning Corp32,752
0.0% of portfolio›$1.6M
Cosner Financial Group, LLC32,565
0.9% of portfolio›$1.6M
Assetmark, Inc27,165
0.0% of portfolio›$1.3M
Private Wealth Management Group, LLC25,989
0.3% of portfolio›$1.3M
City Center Advisors, LLC24,570
0.9% of portfolio›$1.2M
FC Advisory LLC19,840
0.3% of portfolio›$981.6K
Summa Corp.18,100
0.2% of portfolio›$895.5K
International Assets Investment Management, LLC17,359
0.1% of portfolio›$857.2K
Private Wealth Group, LLC17,019
0.3% of portfolio›$842.0K
Diversify Wealth Management, LLC14,650
0.0% of portfolio›$726.1K
Diversify Advisory Services, LLC14,650
0.0% of portfolio›$726.1K
Cedar Point Capital Partners, LLC13,107
0.4% of portfolio›$648.5K
4J Wealth Management LLC12,888
0.3% of portfolio›$637.6K
Probity Advisors, Inc.12,376
0.1% of portfolio›$612.3K
Factor Wealth Management LTD11,824
0.1% of portfolio›$585.0K
Greenup Street Wealth Management LLC11,696
0.1% of portfolio›$578.7K
Kelly Financial Group LLC11,176
0.1% of portfolio›$552.9K
Vise Technologies, Inc.10,882
0.0% of portfolio›$538.4K
Wolff Financial Management LLC10,636
0.1% of portfolio›$526.2K
Central Pacific Bank - Trust Division10,494
0.1% of portfolio›$519.2K
Barings LLC10,397
0.0% of portfolio›$514.4K
Buckhead Capital Management LLC10,366
0.2% of portfolio›$512.9K
Ashton Thomas Private Wealth, LLC10,044
0.0% of portfolio›$496.9K
Prospera Financial Services Inc10,029
0.0% of portfolio›$499.3K
Compound Planning, Inc.9,617
0.0% of portfolio›$475.8K
Concurrent Investment Advisors, LLC9,266
0.0% of portfolio›$458.4K
Independent Financial Group, LLC8,421
0.0% of portfolio›$416.6K
Parallel Advisors, LLC8,180
0.0% of portfolio›$404.7K
Apollon Wealth Management, LLC7,768
0.0% of portfolio›$384.3K
Level Financial Advisors7,459
0.1% of portfolio›$369.0K
MidAtlantic Capital Management, Inc.6,907
0.2% of portfolio›$341.7K
Hoxton Planning & Management, LLC6,891
0.1% of portfolio›$340.9K
Spire Wealth Management6,818
0.0% of portfolio›$337.3K
Montis Financial, LLC6,654
0.1% of portfolio›$329.2K
Atria Investments, Inc6,247
0.0% of portfolio›$309.1K
Signature Equity Partners, LLC6,040
0.1% of portfolio›$298.8K
Truist Financial Corp5,986
0.0% of portfolio›$296.2K
Private Trust Co NA5,202
0.0% of portfolio›$257.4K
LexAurum Advisors, LLC5,162
0.0% of portfolio›$255.4K
Semitam Bonam LLC4,941
0.2% of portfolio›$244.5K
Secure Asset Management, LLC4,663
0.0% of portfolio›$230.7K
MGO One Seven LLC4,601
0.0% of portfolio›$227.6K
Weaver Consulting Group4,537
0.0% of portfolio›$224.5K
Forza Wealth Management, LLC4,450
0.1% of portfolio›$220.2K
Vaquero Private Wealth, LTD4,351
0.0% of portfolio›$215.3K
Avior Wealth Management, LLC4,199
0.0% of portfolio›$207.7K
AdvisorNet Financial, Inc4,157
0.0% of portfolio›$205.6K
Alhambra Investment Management LLC4,081
0.1% of portfolio›$201.9K
CFG Wealth Management Services, Inc.4,000
0.2% of portfolio›$197.5K
Financiere des Professionnels - Fonds d'investissement inc.3,500
0.0% of portfolio›$173.2K
Pittenger & Anderson Inc3,170
0.0% of portfolio›$156.8K
Archer Investment Corp2,908
0.0% of portfolio›$143.9K
Pinnacle Wealth Planning Services, Inc.2,072
0.0% of portfolio›$102.5K
Guyasuta Investment Advisors Inc2,011
0.0% of portfolio›$202.5K
Guardian Partners Inc.2,000
0.0% of portfolio›$99.0K
Citigroup Inc1,905
0.0% of portfolio›$94.3K
Valley Wealth Managers, Inc.1,471
0.0% of portfolio›$72.8K
Triumph Capital Management1,118
0.0% of portfolio›$55.3K
CoreCap Advisors, LLC904
0.0% of portfolio›$44.7K
Atlantic Edge Private Wealth Management, LLC800
0.0% of portfolio›$39.6K
Buck Wealth Strategies, LLC746
0.0% of portfolio›$36.9K
Farther Finance Advisors, LLC593
0.0% of portfolio›$29.3K
Heritage Family Offices, LLP429
0.0% of portfolio›$21.2K
Hanson & Doremus Investment Management418
0.0% of portfolio›$21
Lodestone Wealth Management LLC353
0.0% of portfolio›$17.5K
Thompson Investment Management, Inc.349
0.0% of portfolio›$17.3K
Glass Jacobson Investment Advisors llc250
0.0% of portfolio›$12.4K
Harbor Asset Planning, Inc.234
0.0% of portfolio›$11.6K
First Bancorp, Inc201
0.0% of portfolio›$9.9K
Lanark Financial, Inc.192
0.0% of portfolio›$9.5K
Larson Financial Group LLC192
0.0% of portfolio›$9.5K
Markowski Investments177
0.0% of portfolio›$8.7K
Capital Investment Advisory Services, LLC175
0.0% of portfolio›$8.7K
Nova Financial LLC169
0.0% of portfolio›$8.4K
MTM Investment Management, LLC140
0.0% of portfolio›$6.9K
RHL Group, LLC114
0.0% of portfolio›$5.6K
Strengthening Families & Communities, LLC65
0.0% of portfolio›$3.2K
EPG Wealth Management LLC37
0.0% of portfolio›$1.8K
Gamma Investing LLC36
0.0% of portfolio›$1.8K
Arlington Trust Co LLC20
0.0% of portfolio›$990
EverSource Wealth Advisors, LLC15
0.0% of portfolio›$742
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$36
Central Bank of Brazil0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
1,881,207$93.1M0.1%CoreMediumCharlotte, NC2026-11-04
Adventist Health System Sunbelt Healthcare Corp
1,795,300$88.8M2.1%ETFLowAltamonte Springs, FL2026-11-02
LJI Wealth Management, LLC
1,648,790$81.6M11.5%ETFLowIndianapolis, IN2026-10-28
Farmers & Merchants Investments Inc
1,015,991$50.3M1.2%CoreVery LowLincoln, NE2026-10-22
Wiser Wealth Management, Inc
585,596$29.0M5.3%ETFVery LowMarietta, GA2026-10-14
Camden National Bank
426,723$21.1M2.8%CoreVery LowCamden, ME2026-11-02
Creative Financial Designs Inc
425,632$21.1M1.0%ETFMediumKokomo, IN2026-11-04
Global Wealth Management Investment Advisory, Inc.
387,229$19.2M2.6%CoreLowFort Lauderdale, FL2026-11-04
Voisard Asset Management Group, Inc.
377,463$18.7M3.5%ETFLowGrand Rapids, MI2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
269,274$13.3M0.0%GrowthMediumZurich, Switzerland2026-10-29
Integral Investment Advisors, Inc.
268,319$13.3M2.9%ETFVery LowTurlock, CA2026-11-03
Commonwealth Equity Services, LLC
161,220$8.0M0.0%ETFLowWaltham, MA2026-11-02
Ifrah Financial Services, Inc.
136,920$6.8M1.7%ETFLowLittle Rock, AR2026-10-13
IPG Investment Advisors LLC
120,471$6.0M0.8%CoreMediumSan Diego, CA2026-10-30
Alterna Wealth Management, Inc
119,759$5.9M3.3%ETFMediumHouston, TX2026-10-27
JGP Wealth Management, LLC
114,515$5.7M0.5%CoreLowBend, OR2026-10-13
Harel Insurance Investments & Financial Services Ltd.
108,816$5.4K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Creative Planning
103,455$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Lido Advisors, LLC
99,352$4.9M0.0%GrowthLowLos Angeles, CA2026-11-04
DecisionPoint Financial, LLC
91,498$4.5M0.8%ETFVery LowMesa, AZ2026-10-27
Trail Ridge Investment Advisors, LLC
85,954$4.3M1.8%CoreLowFort Collins, CO2026-10-16
Rosenberg Matthew Hamilton
81,426$4.0M0.7%ETFVery LowGrand Junction, CO2026-10-05
IFP Advisors, Inc
75,971$3.8M0.1%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
75,030$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Townsend Financial Planning, LLC
73,297$3.6M3.2%ETFVery LowMt Sterling, KY2026-11-02
Kestra Advisory Services, LLC
66,645$3.3M0.0%CoreLowAustin, TX2026-11-02
TD Waterhouse Canada Inc.
62,169$3.1M0.0%CoreLowToronto, Australia2026-10-16
Sugar Maple Asset Management, LLC
58,778$2.9M1.7%ETFMediumSister Bay, WI2026-10-13
Kathmere Capital Management, LLC
56,764$2.8M0.1%ETFLowWayne, PA2026-10-20
Cambridge Investment Research Advisors, Inc.
55,120$2.7K0.0%ETFLowFairfield, IA2026-11-02
Fonville Wealth Management LLC
53,489$2.6M0.4%ETFVery LowRichmond, VA2026-10-28
Portus Wealth Advisors, LLC
50,777$2.5M2.1%ETFLowCharlotte, NC2026-10-13
Life Planning Partners, Inc
50,626$2.5M2.0%ETFVery LowJacksonville, FL2026-10-28
Turn8 Private Wealth Inc.
48,994$2.4M1.7%GARPMediumPointe Claire, Austria2026-11-05
Topor & Co. Korea
42,557$2.1M1.7%ETFN/ASeoul, Malaysia2026-10-22
Laurel Wealth Advisors LLC
40,473$2.0M0.2%CoreVery LowCharlotte, NC2026-10-27
StoneX Group Inc.
34,826$1.7M0.1%ETFMediumNew York, NY2026-11-03
Parsons Capital Management Inc
34,546$1.7M0.1%CoreLowProvidence, RI2026-10-28
Blue Trust, Inc.
34,265$1.7M0.0%ETFLowBrentwood, TN2026-10-15
Thrivent Financial for Lutherans
33,408$1.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Sigma Planning Corp
32,752$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cosner Financial Group, LLC
32,565$1.6M0.9%ETFLowWindsor, CO2026-11-03
Assetmark, Inc
27,165$1.3M0.0%ETFLowConcord, CA2026-10-21
Private Wealth Management Group, LLC
25,989$1.3M0.3%ETFLowPrinceton, NJ2026-10-19
City Center Advisors, LLC
24,570$1.2M0.9%ETFMediumTroy, MI2026-10-08
FC Advisory LLC
19,840$981.6K0.3%ETFVery LowWest Chester, PA2026-10-05
Summa Corp.
18,100$895.5K0.2%Agg GrowthLowThe Woodlands, TX2026-10-30
International Assets Investment Management, LLC
17,359$857.2K0.1%CoreVery HighOrlando, FL2026-11-02
Private Wealth Group, LLC
17,019$842.0K0.3%ETFLowTampa, FL2026-10-19
Diversify Wealth Management, LLC
14,650$726.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
14,650$726.1K0.0%GrowthLowSandy, UT2026-10-20
Cedar Point Capital Partners, LLC
13,107$648.5K0.4%ETFMediumCedar Rapids, IA2026-10-29
4J Wealth Management LLC
12,888$637.6K0.3%ETFMediumMclean, VA2026-11-02
Probity Advisors, Inc.
12,376$612.3K0.1%ETFLowDallas, TX2026-10-23
Factor Wealth Management LTD
11,824$585.0K0.1%ETFLowChicago, IL2026-10-08
Greenup Street Wealth Management LLC
11,696$578.7K0.1%ETFMediumOverland Park, KS2026-10-28
Kelly Financial Group LLC
11,176$552.9K0.1%ETFLowWethersfield, CT2026-10-16
Vise Technologies, Inc.
10,882$538.4K0.0%IndexLowNew York, NY2026-10-29
Wolff Financial Management LLC
10,636$526.2K0.1%ETFVery LowKalamazoo, MI2026-10-23
Central Pacific Bank - Trust Division
10,494$519.2K0.1%CoreMediumHonolulu, HI2026-10-06
Barings LLC
10,397$514.4K0.0%ETFLowCharlotte, NC2026-10-22
Buckhead Capital Management LLC
10,366$512.9K0.2%CoreLowAtlanta, GA2026-11-03
Ashton Thomas Private Wealth, LLC
10,044$496.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Prospera Financial Services Inc
10,029$499.3K0.0%CoreMediumDallas, TX2026-11-04
Compound Planning, Inc.
9,617$475.8K0.0%CoreLowNew York, NY2026-11-05
Concurrent Investment Advisors, LLC
9,266$458.4K0.0%GrowthMediumTampa, FL2026-10-16
Independent Financial Group, LLC
8,421$416.6K0.0%GrowthLowSan Diego, CA2026-10-13
Parallel Advisors, LLC
8,180$404.7K0.0%IndexLowSan Francisco, CA2026-11-03
Apollon Wealth Management, LLC
7,768$384.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Level Financial Advisors
7,459$369.0K0.1%ETFLowEast Amherst, NY2026-10-13
MidAtlantic Capital Management, Inc.
6,907$341.7K0.2%ETFVery LowRichmond, VA2026-11-05
Hoxton Planning & Management, LLC
6,891$340.9K0.1%ETFLowShepherdstown, WV2026-10-15
Spire Wealth Management
6,818$337.3K0.0%GrowthMediumMclean, VA2026-10-30
Montis Financial, LLC
6,654$329.2K0.1%ETFLowWaltham, MA2026-11-04
Atria Investments, Inc
6,247$309.1K0.0%CoreMediumCharlotte, NC2026-10-15
Signature Equity Partners, LLC
6,040$298.8K0.1%GrowthMediumColumbus, OH2026-10-29
Truist Financial Corp
5,986$296.2K0.0%CoreLowCharlotte, NC2026-10-30
Private Trust Co NA
5,202$257.4K0.0%CoreLowCleveland, OH2026-10-20
LexAurum Advisors, LLC
5,162$255.4K0.0%ETFLowOverland Park, KS2026-10-19
Semitam Bonam LLC
4,941$244.5K0.2%ETFVery LowGoshen, NY2026-10-27
Secure Asset Management, LLC
4,663$230.7K0.0%GrowthMediumTroy, MI2026-10-19
MGO One Seven LLC
4,601$227.6K0.0%GrowthLowBeachwood, OH2026-10-28
Weaver Consulting Group
4,537$224.5K0.0%ETFLowHuntington Beach, CA2026-10-07
Forza Wealth Management, LLC
4,450$220.2K0.1%CoreVery LowSarasota, FL2026-10-20
Vaquero Private Wealth, LTD
4,351$215.3K0.0%ETFN/ADallas, TX2026-10-27
Avior Wealth Management, LLC
4,199$207.7K0.0%ETFMediumOmaha, NE2026-10-13
AdvisorNet Financial, Inc
4,157$205.6K0.0%ETFLowMinnetonka, MN2026-10-15
Alhambra Investment Management LLC
4,081$201.9K0.1%CoreLowPalmetto Bay, FL2026-10-15
CFG Wealth Management Services, Inc.
4,000$197.5K0.2%ETFLowIndianapolis, XX2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
3,500$173.2K0.0%GrowthHighMontreal, Austria2026-11-03
Pittenger & Anderson Inc
3,170$156.8K0.0%CoreLowLincoln, NE2026-11-02
Archer Investment Corp
2,908$143.9K0.0%CoreMediumCarmel, IN2026-11-05
Pinnacle Wealth Planning Services, Inc.
2,072$102.5K0.0%GARPLowMansfield, OH2026-10-27
Guyasuta Investment Advisors Inc
2,011$202.5K0.0%CoreVery LowPittsburgh, PA2026-10-15
Guardian Partners Inc.
2,000$99.0K0.0%ValueMediumToronto, South Africa2026-10-21
Citigroup Inc
1,905$94.3K0.0%CoreMediumNew York, NY2026-11-04
Valley Wealth Managers, Inc.
1,471$72.8K0.0%GARPMediumParamus, NJ2026-10-09
Triumph Capital Management
1,118$55.3K0.0%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
904$44.7K0.0%ETFMediumSouthfield, MI2026-10-08
Atlantic Edge Private Wealth Management, LLC
800$39.6K0.0%CoreLowJacksonville, FL2026-10-20
Buck Wealth Strategies, LLC
746$36.9K0.0%ValueMediumDenver, CO2026-10-28
Farther Finance Advisors, LLC
593$29.3K0.0%IndexLowSan Francisco, CA2026-10-08
Heritage Family Offices, LLP
429$21.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Hanson & Doremus Investment Management
418$210.0%CoreVery LowBurlington, VT2026-10-16
Lodestone Wealth Management LLC
353$17.5K0.0%CoreLowSpokane, WA2026-10-14
Thompson Investment Management, Inc.
349$17.3K0.0%ValueMediumMadison, WI2026-10-14
Glass Jacobson Investment Advisors llc
250$12.4K0.0%ETFLowOwings Mills, MD2026-10-26
Harbor Asset Planning, Inc.
234$11.6K0.0%ETFVery LowBelmont, MA2026-10-23
First Bancorp, Inc
201$9.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
Lanark Financial, Inc.
192$9.5K0.0%CoreMediumBirmingham, AL2026-10-26
Larson Financial Group LLC
192$9.5K0.0%GrowthLowSt Louis, MO2026-11-05
Markowski Investments
177$8.7K0.0%ETFN/ATampa, FL2026-10-30
Capital Investment Advisory Services, LLC
175$8.7K0.0%CoreMediumRaleigh, NC2026-10-30
Nova Financial LLC
169$8.4K0.0%N/AN/ATucson, AZ2026-11-04
MTM Investment Management, LLC
140$6.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
RHL Group, LLC
114$5.6K0.0%ETFVery HighHolly, MI2026-11-04
Strengthening Families & Communities, LLC
65$3.2K0.0%CoreMediumBoston, MA2026-10-21
EPG Wealth Management LLC
37$1.8K0.0%GrowthLowAtlanta, GA2026-11-03
Gamma Investing LLC
36$1.8K0.0%IndexVery LowFoster City, CA2026-10-08
Arlington Trust Co LLC
20$9900.0%ETFMediumBirmingham, AL2026-10-20
EverSource Wealth Advisors, LLC
15$7420.0%CoreMediumBirmingham, AL2026-11-04
Tounjian Advisory Partners, LLC
1$360.0%GrowthHighFort Myers, FL2026-11-04
Central Bank of Brazil
0$00.0%N/AN/ABrasilia Df, Finland2026-11-04