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iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) Institutional Ownership

iShares 0-5 Year Investment Grade Corporate Bond ETF logo
$50.24 +0.01 (+0.02%)
As of 07/2/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares 0-5 Year Investment Grade Corporate Bond ETF (NASDAQ:SLQD)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$33.91M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$33.68M
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SLQD Institutional Buying and Selling by Quarter

iShares 0-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026Parallel Advisors LLC11,377$574K0.0%+14.4%0.025%
5/19/2026Arkadios Wealth Advisors22,236$1.12M0.0%+19.7%0.048%
5/18/2026Adalta Capital Management LLC6,600$333K0.2%-15.4%0.014%
5/7/2026Parallel Advisors LLC11,377$574K0.0%+14.4%0.025%
4/28/2026NBT Bank N A NY1,145$58K0.0%+2,145.1%0.002%
4/28/2026Turn8 Private Wealth Inc.60,142$3.04M1.9%+28.1%0.130%
4/22/2026Janney Montgomery Scott LLC31,185$1.58M0.0%+25.3%0.068%
2/13/2026Arkadios Wealth Advisors18,571$942K0.0%+22.1%0.040%
2/12/2026Loomis Sayles & Co. L P172,000$8.72M0.0%+156.7%0.370%
2/12/2026Colonial Trust Advisors292,855$14.85M1.1%+2.3%0.630%
2/12/2026Colonial Trust Co SC179,355$9.09M1.2%+2.4%0.386%
2/11/2026Janney Montgomery Scott LLC24,890$1.26M0.0%+11.5%0.054%
2/11/2026JPMorgan Chase & Co.139,066$7.05M0.0%-4.2%0.299%
2/11/2026Argent Advisors Inc.41,992$2.13M0.6%+9.8%0.090%
2/10/2026Waterloo Capital L.P.207,052$10.50M0.8%-6.5%0.446%
2/9/2026Cary Street Partners Financial LLC26,867$1.36M0.0%+1.5%0.058%
2/6/2026Creative Financial Designs Inc. ADV488,532$24.77M1.6%+5.4%1.052%
2/3/2026Farmers & Merchants Investments Inc.968,322$49.09M1.4%-2.0%2.085%
1/21/2026Crews Bank & Trust736,390$37.34M5.3%+7.6%1.589%
1/5/2026Rosenberg Matthew Hamilton89,873$4.56M0.9%-3.8%0.195%
1/1/2026JPMorgan Chase & Co.145,125$7.38M0.0%-40.6%0.314%
12/23/2025Triumph Capital Management1,318$67K0.0%N/A0.003%
12/2/2025IFP Advisors Inc54,182$2.75M0.1%+11.5%0.117%
11/19/2025Sunbelt Securities Inc.2,671$136K0.0%-20.4%0.006%
11/17/2025Adalta Capital Management LLC7,800$396K0.2%N/A0.017%
11/17/2025Triumph Capital Management1,318$67K0.0%N/A0.003%
11/17/2025Ameriprise Financial Inc.936,991$47.62M0.0%+5.6%2.030%
11/13/2025Parallel Advisors LLC9,945$506K0.0%+114.6%0.022%
11/12/2025Creative Financial Designs Inc. ADV463,558$23.56M1.6%+4.7%1.004%
11/12/2025TIAA Trust National Association280,316$14.25M0.0%-1.6%0.607%
11/10/2025Cary Street Partners Financial LLC26,478$1.35M0.0%+8.6%0.057%
11/10/2025Colonial Trust Advisors286,165$14.55M1.1%+5.9%0.620%
11/10/2025Colonial Trust Co SC175,172$8.90M1.2%+6.9%0.380%
11/10/2025American Money Management LLC28,549$1.45M0.2%-4.0%0.062%
11/7/2025Turn8 Private Wealth Inc.47,057$2.39M1.7%-5.0%0.102%
11/7/2025JPMorgan Chase & Co.145,125$7.38M0.0%-40.6%0.314%
11/5/2025Waterloo Capital L.P.221,451$11.26M0.8%-35.1%0.480%
11/4/2025L.M. Kohn & Company4,815$245K0.3%-15.7%0.010%
11/3/2025Argent Advisors Inc.38,251$1.94M0.6%+8.5%0.083%
11/3/2025Valley Wealth Managers Inc.1,618$82K0.0%+109.9%0.004%
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10/29/2025Arkadios Wealth Advisors15,209$773K0.0%+2.1%0.033%
10/22/2025Crews Bank & Trust684,343$34.79M5.1%+5.1%1.480%
10/17/2025Farmers & Merchants Investments Inc.988,006$50.22M1.4%-2.0%2.141%
10/15/2025Private Trust Co. NA8,065$410K0.0%-8.2%0.017%
10/10/2025Sound Income Strategies LLC2,495$126K0.0%+742.9%0.005%
8/15/2025Ameriprise Financial Inc.887,637$44.89M0.0%+3.7%1.911%
8/13/2025Baird Financial Group Inc.61,815$3.13M0.0%-18.8%0.133%
8/13/2025Colonial Trust Advisors270,227$13.67M1.1%+5.4%0.582%
8/12/2025Waterloo Capital L.P.341,102$17.26M1.4%+44.1%0.734%
8/12/2025JPMorgan Chase & Co.244,298$12.36M0.0%+37.1%0.526%
8/11/2025Sierra Capital LLC142,078$7.19M0.8%+6.5%0.306%
8/8/2025Turn8 Private Wealth Inc.49,526$2.51M1.8%+7.7%0.107%
8/5/2025TIAA Trust National Association284,941$14.42M0.0%-43.6%0.613%
8/4/2025Creative Financial Designs Inc. ADV442,768$22.40M1.6%+4.6%0.953%
8/4/2025Arkadios Wealth Advisors14,897$754K0.0%+23.6%0.032%
8/4/2025L.M. Kohn & Company5,715$289K0.1%N/A0.012%
7/29/2025Private Trust Co. NA8,787$445K0.0%+100.2%0.019%
7/28/2025Rosenberg Matthew Hamilton93,515$4.73M1.1%-10.3%0.204%
7/23/2025Prime Capital Investment Advisors LLC5,315$269K0.0%-12.1%0.012%
7/21/2025Ameriflex Group Inc.5,782$292K0.2%+19.3%0.013%
7/21/2025Crews Bank & Trust651,171$32.94M5.2%+2.2%1.434%
7/17/2025Janney Montgomery Scott LLC19,943$1.01M0.0%-4.4%0.044%
7/14/2025AdvisorNet Financial Inc4,690$237K0.0%+36.9%0.010%
7/14/2025Farmers & Merchants Investments Inc.1,008,095$51M1.5%-2.2%2.220%
7/8/2025Parallel Advisors LLC4,635$234K0.0%+69.5%0.010%
5/28/2025Turn8 Private Wealth Inc.45,976$2.31M1.8%+2.4%0.105%
5/16/2025Jones Financial Companies Lllp11,016$554K0.0%-64.5%0.025%
5/15/2025Baird Financial Group Inc.76,138$3.83M0.0%-6.3%0.173%
5/14/2025Ameriprise Financial Inc.856,200$43.13M0.0%+6.0%1.950%
5/14/2025Summit Financial LLC140,002$7.04M0.2%-4.9%0.319%
5/14/2025Partners Capital Investment Group LLP224,837$11.31M0.2%+14.1%0.512%
5/14/2025Colonial Trust Advisors256,394$12.89M1.1%+10.7%0.584%
5/13/2025American Money Management LLC37,275$1.87M0.4%-1.6%0.085%
5/9/2025Cary Street Partners Financial LLC24,475$1.23M0.0%-13.3%0.056%
5/8/2025TIAA Trust National Association505,553$25.42M0.1%+0.5%1.152%
5/8/2025Arkadios Wealth Advisors12,057$606K0.0%-1.7%0.027%
4/30/2025Sierra Capital LLC133,358$6.71M0.8%-0.9%0.303%
4/28/2025Rosenberg Matthew Hamilton104,210$5.24M1.3%-1.1%0.237%
4/25/2025Argent Advisors Inc.38,894$1.96M0.7%+20.7%0.089%
4/23/2025Creative Financial Designs Inc. ADV423,385$21.29M1.7%+3.4%0.964%
4/22/2025Crews Bank & Trust636,973$32.03M5.5%+1.0%1.451%
4/17/2025Janney Montgomery Scott LLC20,862$1.05M0.0%+24.8%0.047%
4/16/2025Farmers & Merchants Investments Inc.1,031,220$51.85M1.6%-1.7%2.310%
4/9/2025NBC Securities Inc.636$32K0.0%N/A0.001%
4/8/2025Parallel Advisors LLC2,735$138K0.0%-31.8%0.006%
4/7/2025AdvisorNet Financial Inc3,425$172K0.0%+21.9%0.008%
2/18/2025Sunbelt Securities Inc.3,354$167K0.0%+23.0%0.008%
2/18/2025Novem Group4,401$219K0.0%N/A0.010%
2/17/2025Colonial Trust Co SC149,779$7.45M1.1%+5.3%0.341%
2/17/2025Bramshill Investments LLC359,967$17.91M2.8%+11.3%0.820%
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2/17/2025Cary Street Partners Financial LLC28,242$1.41M0.0%N/A0.064%
2/17/2025Baird Financial Group Inc.81,282$4.04M0.0%-14.6%0.185%
2/17/2025BNP Paribas Financial Markets6,100$303K0.0%+124.2%0.014%
2/17/2025Ameriprise Financial Inc.807,784$40.18M0.0%-55.9%1.840%
2/13/2025Colonial Trust Advisors231,712$11.53M1.0%+4.4%0.528%
2/13/2025Waterloo Capital L.P.200,634$9.98M1.1%+15.2%0.457%
2/12/2025Atlas Capital Advisors Inc.1,398$70K0.0%N/A0.003%
2/12/2025OLD Mission Capital LLC25,321$1.26M0.0%N/A0.058%
2/12/2025Summit Financial LLC147,227$7.32M0.3%+7.1%0.335%
2/12/2025American Money Management LLC37,894$1.89M0.4%-4.6%0.086%


SLQD Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of iShares 0-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Farmers & Merchants Investments Inc. ($49.09M), Ameriprise Financial Inc. ($47.62M), Crews Bank & Trust ($37.34M), Greenup Street Wealth Management LLC ($31.41M), Creative Financial Designs Inc. ADV ($24.77M), Bramshill Investments LLC ($17.91M), and Colonial Trust Advisors ($14.85M).Learn more on iShares 0-5 Year Investment Grade Corporate Bond ETF's institutional investors.

Of the 42 institutional investors that purchased iShares 0-5 Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crews Bank & Trust ($736.39K), Greenup Street Wealth Management LLC ($327.50K), Waterloo Capital L.P. ($201.90K), JPMorgan Chase & Co. ($159.76K), Creative Financial Designs Inc. ADV ($131.62K), Ameriprise Financial Inc. ($129.21K), and Loomis Sayles & Co. L P ($105K).

Institutional investors have bought a total of 669,081 shares in the last 24 months. This purchase volume represents approximately $33.91M in transactions.

Of the 14 institutional investors that sold iShares 0-5 Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($225.24K), JPMorgan Chase & Co. ($204.41K), Waterloo Capital L.P. ($134.05K), Farmers & Merchants Investments Inc. ($62.90K), Baird Financial Group Inc. ($14.32K), Rosenberg Matthew Hamilton ($14.23K), and Turn8 Private Wealth Inc. ($2.47K).

Institutional investors have sold a total of 663,971 shares in the last 24 months. This volume of shares sold represents approximately $33.68M in transactions.


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This page (NASDAQ:SLQD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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