Vault-13

ISHARES TR SLQD

0-5YR INVT GR CP · ETP · CUSIP 46434V100

254 institutional holders +6 vs Q1 2026
29,780,36429.8m shares reported held*
$1.5bnreported value*
22 new 105 added 78 reduced 17 sold out net bought ≈ $21.8m (+9.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.40.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 235Q4 22: 242Q1 23: 234Q2 23: 232Q3 23: 236Q4 23: 246Q1 24: 236Q2 24: 238Q3 24: 239Q4 24: 249Q1 25: 247Q2 25: 248Q3 25: 245Q4 25: 257Q1 26: 248Q2 26: 254254Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022235
Q4 2022242
Q1 2023234
Q2 2023232
Q3 2023236
Q4 2023246
Q1 2024236
Q2 2024238
Q3 2024239
Q4 2024249
Q1 2025247
Q2 2025248
Q3 2025245
Q4 2025257
Q1 2026248
Q2 2026254

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 100 bought or addedQ3 24: 102 cut or sold outQ4 24: 106 bought or addedQ4 24: 99 cut or sold outQ4 24Q1 25: 116 bought or addedQ1 25: 107 cut or sold outQ2 25: 100 bought or addedQ2 25: 107 cut or sold outQ2 25Q3 25: 117 bought or addedQ3 25: 101 cut or sold outQ4 25: 109 bought or addedQ4 25: 106 cut or sold outQ4 25Q1 26: 107 bought or addedQ1 26: 111 cut or sold outQ2 26: 127 bought or addedQ2 26: 95 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024100102
Q4 202410699
Q1 2025116107
Q2 2025100107
Q3 2025117101
Q4 2025109106
Q1 2026107111
Q2 202612795

Biggest buyers

ALLSTATE CORP New +350,519+350.5k
LJI Wealth Management, LLC Added +268,114+268.1k
Bank Julius Baer & Co. Ltd, Zurich Added +227,061+227.1k
MAI Capital Management Added +190,706+190.7k
MORGAN STANLEY Added +167,293+167.3k
OneDigital Investment Advisors LLC New +166,772+166.8k
Creative Planning New +103,440+103.4k
RAYMOND JAMES FINANCIAL INC Added +96,341+96.3k
IPG Investment Advisors LLC Added +87,026+87.0k
LPL Financial LLC Added +78,916+78.9k

Biggest sellers

GFS Advisors, LLC Reduced -572,960-573.0k
GREENUP STREET WEALTH MANAGEMENT LLC Reduced -443,014-443.0k
AMERIPRISE FINANCIAL INC Reduced -320,840-320.8k
Financiere des Professionnels - Fonds d'investissement inc. Reduced -199,800-199.8k
PFG Advisors Reduced -156,893-156.9k
VOISARD ASSET MANAGEMENT GROUP, INC. Reduced -135,900-135.9k
Private Advisor Group, LLC Reduced -101,609-101.6k
PRINCIPAL SECURITIES, INC. Reduced -93,429-93.4k
ASSETMARK, INC Reduced -87,846-87.8k
JANE STREET GROUP, LLC Sold out -68,662-68.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,544,5552.5m $128.2m $128.2m 0.01% Added +167.3k +167,293
2 Allspring Global Investments Holdings, LLC 0.16% of their portfolio CHARLOTTE, NC 2,077,1682.1m $104.6m $104.6m 0.16% Unchanged
3 LJI Wealth Management, LLC 11.54% of their portfolio INDIANAPOLIS, IN 1,635,7401.6m $82.4m $82.4m 11.54% Added +268.1k +268,114
4 MAI Capital Management 0.24% of their portfolio INDEPENDENCE, OH 1,274,3931.3m $64.2m $64.2m 0.24% Added +190.7k +190,706
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,186,3591.2m $59.8m $59.8m 0.01% Added +78.9k +78,916
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,136,7371.1m $57.3m $57.3m 0.01% Reduced -21.9k -21,891
7 World Investment Advisors 0.86% of their portfolio LINCROFT, NJ 1,032,4541.0m $52.1m $52.1m 0.86% Unchanged
8 Bramshill Investments, LLC 3.89% of their portfolio NAPLES, FL 1,008,2711.0m $50.8m $50.8m 3.89% Added +11.3k +11,269
9 FARMERS & MERCHANTS INVESTMENTS INC 1.20% of their portfolio LINCOLN, NE 982,350982.4k $49.5m $49.5m 1.20% Added +11.4k +11,362
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 855,934855.9k $43.1m $43.1m 0.01% Added +68.1k +68,126
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 824,298824.3k $41.5m $41.5m 0.01% Added +96.3k +96,341
12 Crews Bank & Trust 5.19% of their portfolio PORT CHARLOTTE, FL 788,528788.5k $39.7m $39.7m 5.19% Added +28.9k +28,948
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 618,501618.5k $31.2m $31.2m 0.00% Added +22.6k +22,608
14 Wiser Wealth Management, Inc 4.92% of their portfolio MARIETTA, GA 510,292510.3k $25.7m $25.7m 4.92% Added +18.9k +18,904
15 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 507,289507.3k $25.5m $25.5m 0.01% Reduced -320.8k -320,840
16 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 503,384503.4k $25.4m $25.4m 0.08% Added +16.0k +16,031
17 CREATIVE FINANCIAL DESIGNS INC /ADV 1.08% of their portfolio KOKOMO, IN 448,811448.8k $22.6m $22.6m 1.08% Reduced -20.8k -20,776
18 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 418,807418.8k $21.1m $21.1m 0.20% Added +21.8k +21,828
19 VOISARD ASSET MANAGEMENT GROUP, INC. 3.76% of their portfolio Grand Rapids, MI 394,083394.1k $19.8m $19.8m 3.76% Reduced -135.9k -135,900
20 CAMDEN NATIONAL BANK 2.59% of their portfolio CAMDEN, ME 394,035394.0k $19.8m $19.8m 2.59% Added +14.1k +14,126
21 Allianz Asset Management GmbH 0.02% of their portfolio MUNICH, 2M 367,542367.5k $18.5m $18.5m 0.02% Added +8.2k +8,219
22 ALLSTATE CORP 0.18% of their portfolio NORTHBROOK, IL 350,519350.5k $17.7m $17.7m 0.18% New
23 Colonial Trust Advisors 1.15% of their portfolio SPARTANBURG, SC 327,118327.1k $16.5m $16.5m 1.15% Added +13.9k +13,947
24 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 320,449320.4k $16.1m $16.1m 0.02% Reduced -40.1k -40,117
25 Global Wealth Management Investment Advisory, Inc. 1.97% of their portfolio FORT LAUDERDALE, FL 275,433275.4k $13.9m $13.9m 1.97% Added +10.4k +10,448
26 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 265,774265.8k $13.4m $13.4m 0.03% Added +227.1k +227,061
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 264,861264.9k $13.3m $13.3m 0.01% Reduced -31.7k -31,713
28 Waterloo Capital, L.P. 0.73% of their portfolio AUSTIN, TX 256,252256.3k $12.9m $12.9m 0.73% Added +14.3k +14,271
29 INTEGRAL INVESTMENT ADVISORS, INC. 2.78% of their portfolio TURLOCK, CA 250,728250.7k $12.6m $12.6m 2.78% Added +21.3k +21,339
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 243,866243.9k $12.3m $12.3m 0.00% Added +9.0k +8,986
31 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 242,710242.7k $12.2m $12.2m 0.01% Reduced -13.0k -13,029
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 220,414220.4k $11.1m $11.1m 0.01% Added +19.5k +19,516
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 211,186211.2k $10.6m $10.6m 0.00% Reduced -5.0k -4,961
34 Colonial Trust Co / SC 1.27% of their portfolio SPARTANBURG, SC 199,884199.9k $10.1m $10.1m 1.27% Added +7.3k +7,339
35 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.03% of their portfolio CHARLOTTE, NC 194,079194.1k $9.8m $9.8m 0.03% Added +14.3k +14,302
36 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 189,053189.1k $9.5m $9.5m 0.01% Reduced -5.4k -5,397
37 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 168,814168.8k $8.5m $8.5m 0.02% Added +46.7k +46,667
38 LaSalle St. Investment Advisors, LLC 1.03% of their portfolio ELMHURST, IL 168,013168.0k $8.5m $8.5m 1.03% Added +8.1k +8,107
39 OneDigital Investment Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 166,772166.8k $8.4m $8.4m 0.07% New
40 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 161,697161.7k $8.1m $8.1m 0.01% Added +48.9k +48,938
41 Sierra Capital LLC 0.77% of their portfolio MIAMI, FL 158,336158.3k $8.0m $8.0m 0.77% Reduced -2.3k -2,322
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 151,631151.6k $7.6m $7.6m 0.00% Added +8.1k +8,066
43 NDWM LLC 4.44% of their portfolio LA JOLLA, CA 150,111150.1k $7.6m $7.6m 4.44% Added +21.4k +21,389
44 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 144,592144.6k $7.3m $7.3m 0.01% Reduced -46.4k -46,432
45 Saiph Capital, LLC 2.17% of their portfolio WYCKOFF, NJ 143,690143.7k $7.2m $7.2m 2.17% Reduced -5.8k -5,759
46 Ifrah Financial Services, Inc. 1.65% of their portfolio Little Rock, AR 134,345134.3k $6.8m $6.8m 1.65% Added +1.2k +1,227
47 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 131,484131.5k $6.6m $6.6m 0.07% Reduced -3.9k -3,917
48 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 130,417130.4k $6.6m $6.6m 0.02% Added +1.0k +1,036
49 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 127,022127.0k $6.4m $6.4m 0.01% Added +3.2k +3,248
50 ALTERNA WEALTH MANAGEMENT, INC 3.46% of their portfolio HOUSTON, TX 119,691119.7k $6.0m $6.0m 3.46% Reduced -27.3k -27,331
51 IPG Investment Advisors LLC 0.86% of their portfolio SAN DIEGO, CA 119,283119.3k $6.0m $6.0m 0.86% Added +87.0k +87,026
52 SCOTIA CAPITAL INC. 0.02% of their portfolio TORONTO, A6 118,679118.7k $6.0m $6.0m 0.02% Reduced -11.7k -11,686
53 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 114,564114.6k $5.8m $5.8m 0.01% Added +59.9k +59,884
54 BlackRock, Inc. 0.00% of their portfolio New York, NY 113,383113.4k $5.7m $5.7m 0.00% Added +36 +36
55 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 107,010107.0k $5.4m $5.4m 0.03% Added +309 +309
56 Harel Insurance Investments & Financial Services Ltd. 0.03% of their portfolio Ramat Gan, L3 106,631106.6k $5.4m $5.4m 0.03% Added +4.0k +3,979
57 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 105,495105.5k $5.3m $5.3m 0.02% Added +1.7k +1,704
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 103,440103.4k $5.2m $5.2m 0.00% New
59 JT Stratford LLC 0.57% of their portfolio GAINESVILLE, GA 103,157103.2k $5.2m $5.2m 0.57% Added +2.0k +1,976
60 DecisionPoint Financial, LLC 0.89% of their portfolio MESA, AZ 95,88695.9k $4.8m $4.8m 0.89% Reduced -320 -320
61 River Wealth Advisors LLC 0.49% of their portfolio CAMP HILL, PA 93,81293.8k $4.7m $4.7m 0.49% Reduced -9.3k -9,318
62 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 93,04193.0k $4.7m $4.7m 0.02% Reduced -10.8k -10,849
63 TIAA TRUST, NATIONAL ASSOCIATION 0.28% of their portfolio CHARLOTTE, NC 92,86392.9k $4.7m $4.7m 0.28% Added +8.8k +8,810
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 84,22884.2k $4.2m $4.2m 0.00% Added +14.8k +14,754
65 Rosenberg Matthew Hamilton 0.79% of their portfolio GRAND JUNCTION, CO 83,73083.7k $4.2m $4.2m 0.79% Reduced -5.1k -5,141
66 Trail Ridge Investment Advisors, LLC 1.75% of their portfolio FORT COLLINS, CO 82,30282.3k $4.1m $4.1m 1.75% Added +2.3k +2,313
67 Belpointe Asset Management LLC 0.13% of their portfolio RENO, NV 81,02681.0k $4.1m $4.1m 0.13% Added +3.9k +3,927
68 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio Greenbrae, CA 79,40179.4k $4.0m $4.0m 0.21% Reduced -1.6k -1,625
69 Townsend Financial Planning, LLC 3.31% of their portfolio MT STERLING, KY 75,37975.4k $3.8m $3.8m 3.31% Added +3.9k +3,885
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 75,13475.1k $3.8m $3.8m 0.01% Added +3.7k +3,742
71 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 73,56373.6k $3.7m $3.7m 0.07% Added +13.9k +13,909
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 72,62672.6k $3.7m $3.7m 0.00% Added +15.8k +15,845
73 Sugar Maple Asset Management, LLC 2.02% of their portfolio SISTER BAY, WI 62,12862.1k $3.1m $3.1m 2.02% Added +5.7k +5,669
74 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 62,01662.0k $3.1m $3.1m 0.00% Added +5.0k +4,985
75 Rockbridge Investment Management, LCC 0.25% of their portfolio Syracuse, NY 60,34960.3k $3.0m $3.0m 0.25% Reduced -9 -9
76 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 59,87259.9k $3.0m $3.0m 0.01% Added +53.8k +53,796
77 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 58,96359.0k $3.0m $3.0m 0.01% Added +559 +559
78 JGP Wealth Management, LLC 0.27% of their portfolio BEND, OR 58,81658.8k $3.0m $3.0m 0.27% Reduced -1.9k -1,876
79 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 57,18857.2k $2.9m $2.9m 0.00% Reduced -43.6k -43,638
80 Kathmere Capital Management, LLC 0.15% of their portfolio WAYNE, PA 56,76456.8k $2.9m $2.9m 0.15% Reduced -43.5k -43,533
81 Fonville Wealth Management LLC 0.45% of their portfolio RICHMOND, VA 55,17355.2k $2.8m $2.8m 0.45% Reduced -357 -357
82 Obsido Oy 1.43% of their portfolio TAMPERE, H9 53,17653.2k $2.7m $2.7m 1.43% Reduced -1.7k -1,685
83 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 52,93752.9k $2.7m $2.7m 0.02% New
84 Portus Wealth Advisors, LLC 2.11% of their portfolio CHARLOTTE, NC 50,96351.0k $2.6m $2.6m 2.11% Added +1.1k +1,129
85 Life Planning Partners, Inc 1.90% of their portfolio JACKSONVILLE, FL 50,86950.9k $2.6m $2.6m 1.90% Added +1.0k +1,019
86 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,00050.0k $2.5m $2.5m 0.00% Added +49.9k +49,920
87 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 47,17547.2k $2.4m $2.4m 0.00% Added +6.3k +6,273
88 Argent Advisors, Inc. 0.54% of their portfolio RUSTON, LA 43,23443.2k $2.2m $2.2m 0.54% Added +1.3k +1,326
89 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,80442.8k $2.2m $2.2m 0.00% Reduced -2.6k -2,625
90 Topor & Co. Korea 1.69% of their portfolio SEOUL, M5 42,55742.6k $2.1m $2.1m 1.69% Unchanged
91 American Wealth Advisors, LLC 2.01% of their portfolio JOHNS CREEK, GA 42,46842.5k $2.1m $2.1m 2.01% Added +256 +256
92 Turn8 Private Wealth Inc. 1.39% of their portfolio POINTE CLAIRE, A8 41,38041.4k $2.1m $2.1m 1.39% Reduced -18.8k -18,762
93 Laurel Wealth Advisors LLC 0.20% of their portfolio CHARLOTTE, NC 40,60140.6k $2.0m $2.0m 0.20% Added +2.0k +2,018
94 VISTA INVESTMENT MANAGEMENT 0.61% of their portfolio PITTSBURGH, PA 40,23540.2k $2.0m $2.0m 0.61% Reduced -486 -486
95 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 39,10139.1k $2.0m $2.0m 0.04% New
96 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 38,84738.8k $2.0m $2.0m 0.00% New
97 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 37,75937.8k $1.9m $1.9m 0.01% Added +14.7k +14,656
98 StoneX Group Inc. 0.08% of their portfolio NEW YORK, NY 37,60637.6k $1.9m $1.9m 0.08% Reduced -72 -72
99 Biondo Investment Advisors, LLC 0.23% of their portfolio MILFORD, PA 37,48537.5k $1.9m $1.9m 0.23% Added +2.6k +2,592
100 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 36,12736.1k $1.8m $1.8m 0.05% Added +5.8k +5,819