ISHARES TR (SLQD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
249
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $128.2M | 2,544,555 | 0.01% | 35q | +7.0%+$8.4M |
| Allspring Global Investments Holdings, LLC | $104.6M | 2,077,168 | 0.16% | 18q | HELD |
| LJI Wealth Management, LLC | $82.4M | 1,635,740 | 11.54% | 15q | +19.6%+$13.5M |
| MAI Capital Management | $64.2M | 1,274,393 | 0.24% | 7q | +17.6%+$9.6M |
| LPL Financial LLC | $59.8M | 1,186,359 | 0.01% | 31q | +7.1%+$4.0M |
| UBS Group AG | $57.3M | 1,136,737 | 0.01% | 31q | -1.9%-$1.1M |
| World Investment Advisors | $52.1M | 1,032,454 | 0.86% | 31q | HELD |
| Bramshill Investments, LLC | $50.8M | 1,008,271 | 3.89% | 14q | +1.1%+$567.6K |
| FARMERS & MERCHANTS INVESTMENTS INC | $49.5M | 982,350 | 1.20% | 29q | +1.2%+$572.3K |
| ROYAL BANK OF CANADA | $43.1M | 855,934 | 0.01% | 31q | +8.6%+$3.4M |
| RAYMOND JAMES FINANCIAL INC | $41.5M | 824,298 | 0.01% | 7q | +13.2%+$4.9M |
| Crews Bank & Trust | $39.7M | 788,528 | 5.19% | 7q | +3.8%+$1.5M |
| Corient Private Wealth LP | $32.3M | 640,899 | 0.02% | 15q | +77.7%+$14.1M |
| BANK OF AMERICA CORP /DE/ | $31.2M | 618,501 | 0.00% | 31q | +3.8%+$1.1M |
| Wiser Wealth Management, Inc | $25.7M | 510,292 | 4.92% | 14q | +3.8%+$952.2K |
| AMERIPRISE FINANCIAL INC | $25.5M | 507,289 | 0.01% | 31q | -69.4%-$57.9M |
| NewEdge Advisors, LLC | $25.4M | 503,384 | 0.08% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $22.6M | 448,811 | 1.08% | 25q | -4.4%-$1.0M |
| Vestmark Advisory Solutions, Inc. | $21.1M | 418,807 | 0.20% | 5q | +5.5%+$1.1M |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $19.8M | 394,083 | 3.76% | 8q | -25.6%-$6.8M |
| CAMDEN NATIONAL BANK | $19.8M | 394,035 | 2.59% | 31q | +3.7%+$711.5K |
| Allianz Asset Management GmbH | $18.5M | 367,542 | 0.02% | 15q | +2.3%+$414.0K |
| ALLSTATE CORP | $17.7M | 350,519 | 0.18% | new | NEW |
| Colonial Trust Advisors | $16.5M | 327,118 | 1.15% | 16q | +4.5%+$702.5K |
| Global Wealth Management Investment Advisory, Inc. | $13.9M | 275,433 | 1.97% | 31q | +3.9%+$526.3K |
| Bank Julius Baer & Co. Ltd, Zurich | $13.4M | 265,774 | 0.03% | 26q | +586.5%+$11.4M |
| Cetera Investment Advisers | $13.3M | 264,861 | 0.01% | 27q | -10.7%-$1.6M |
| Waterloo Capital, L.P. | $12.9M | 256,252 | 0.73% | 10q | +5.9%+$718.8K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $12.6M | 250,728 | 2.78% | 17q | +9.3%+$1.1M |
| WELLS FARGO & COMPANY/MN | $12.3M | 243,866 | 0.00% | 31q | -48.1%-$11.4M |
| STIFEL FINANCIAL CORP | $12.2M | 242,710 | 0.01% | 24q | -5.1%-$656.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.1M | 220,414 | 0.01% | 25q | +9.7%+$983.0K |
| ENVESTNET ASSET MANAGEMENT INC | $10.6M | 211,186 | 0.00% | 31q | -2.3%-$249.9K |
| Colonial Trust Co / SC | $10.1M | 199,884 | 1.27% | 16q | +3.8%+$369.7K |
| River Wealth Advisors LLC | $9.9M | 196,942 | 0.54% | 25q | +91.0%+$4.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $9.8M | 194,079 | 0.03% | 2q | +8.0%+$720.4K |
| HighTower Advisors, LLC | $9.5M | 189,053 | 0.01% | 31q | -2.8%-$271.8K |
| MML INVESTORS SERVICES, LLC | $8.5M | 168,814 | 0.02% | 31q | +38.2%+$2.4M |
| LaSalle St. Investment Advisors, LLC | $8.5M | 168,013 | 1.03% | 4q | +5.1%+$408.3K |
| OneDigital Investment Advisors LLC | $8.4M | 166,772 | 0.07% | new | NEW |
| LOOMIS SAYLES & CO L P | $8.1M | 161,697 | 0.01% | 4q | +43.4%+$2.5M |
| Sierra Capital LLC | $8.0M | 158,336 | 0.77% | 22q | -1.4%-$117.0K |
| JPMORGAN CHASE & CO | $7.6M | 151,631 | 0.00% | 31q | +5.6%+$406.6K |
| NDWM LLC | $7.6M | 150,111 | 4.44% | 11q | +16.6%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 144,592 | 0.01% | 31q | -24.3%-$2.3M |
| Saiph Capital, LLC | $7.2M | 143,690 | 2.17% | 19q | -3.9%-$290.1K |
| Ifrah Financial Services, Inc. | $6.8M | 134,345 | 1.65% | 17q | +0.9%+$61.8K |
| Summit Financial, LLC | $6.6M | 131,484 | 0.07% | 23q | -2.9%-$197.3K |
| Federation des caisses Desjardins du Quebec | $6.6M | 130,417 | 0.02% | 34q | +0.8%+$52.2K |
| Financial Engines Advisors L.L.C. | $6.4M | 127,022 | 0.01% | 17q | +2.6%+$163.6K |
| ALTERNA WEALTH MANAGEMENT, INC | $6.0M | 119,691 | 3.46% | 14q | -18.6%-$1.4M |
| IPG Investment Advisors LLC | $6.0M | 119,283 | 0.86% | 31q | +269.8%+$4.4M |
| SCOTIA CAPITAL INC. | $6.0M | 118,679 | 0.02% | 22q | -9.0%-$588.6K |
| BlackRock, Inc. | $5.7M | 113,383 | 0.00% | 4q | HELD |
| Waverly Advisors, LLC | $5.4M | 107,010 | 0.03% | 10q | HELD |
| Sanctuary Advisors, LLC | $5.3M | 105,495 | 0.02% | 9q | +1.6%+$85.8K |
| Creative Planning | $5.2M | 103,440 | 0.00% | new | NEW |
| JT Stratford LLC | $5.2M | 103,157 | 0.57% | 4q | +2.0%+$99.5K |
| DecisionPoint Financial, LLC | $4.8M | 95,886 | 0.89% | 15q | HELD |
| Lido Advisors, LLC | $4.7M | 93,041 | 0.01% | 15q | -10.4%-$546.5K |
| TIAA TRUST, NATIONAL ASSOCIATION | $4.7M | 92,863 | 0.28% | 12q | +10.5%+$443.8K |
| OSAIC HOLDINGS, INC. | $4.2M | 84,228 | 0.00% | 26q | +21.2%+$743.3K |
| Rosenberg Matthew Hamilton | $4.2M | 83,730 | 0.79% | 25q | -5.8%-$259.0K |
| Trail Ridge Investment Advisors, LLC | $4.1M | 82,302 | 1.75% | 19q | +2.9%+$116.5K |
| Belpointe Asset Management LLC | $4.1M | 81,026 | 0.13% | 6q | +5.1%+$197.8K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $4.0M | 79,401 | 0.21% | 31q | -2.0%-$81.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.9M | 77,694 | 0.00% | new | NEW |
| Townsend Financial Planning, LLC | $3.8M | 75,379 | 3.31% | 3q | +5.4%+$195.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 75,134 | 0.01% | 16q | +5.2%+$187.6K |
| IFP Advisors, Inc | $3.7M | 73,563 | 0.07% | 6q | +23.3%+$700.6K |
| JONES FINANCIAL COMPANIES LLLP | $3.7M | 72,626 | 0.00% | 9q | +27.9%+$798.6K |
| Sugar Maple Asset Management, LLC | $3.1M | 62,128 | 2.02% | 10q | +10.0%+$285.5K |
| GOLDMAN SACHS GROUP INC | $3.1M | 62,016 | 0.00% | 31q | +8.7%+$251.1K |
| Rockbridge Investment Management, LCC | $3.0M | 60,349 | 0.25% | 25q | HELD |
| Kestra Advisory Services, LLC | $3.0M | 59,872 | 0.01% | 24q | +885.4%+$2.7M |
| JGP Wealth Management, LLC | $3.0M | 58,816 | 0.27% | 9q | -3.1%-$94.5K |
| TD Waterhouse Canada Inc. | $3.0M | 58,963 | 0.01% | 19q | +1.0%+$28.0K |
| Quantinno Capital Management LP | $2.9M | 57,188 | 0.00% | 4q | -43.3%-$2.2M |
| Kathmere Capital Management, LLC | $2.9M | 56,764 | 0.15% | 4q | -43.4%-$2.2M |
| Fonville Wealth Management LLC | $2.8M | 55,173 | 0.45% | 11q | -0.6%-$18.0K |
| Obsido Oy | $2.7M | 53,176 | 1.43% | 7q | -3.1%-$84.9K |
| Focus Partners Advisor Solutions, LLC | $2.7M | 52,937 | 0.02% | new | NEW |
| Portus Wealth Advisors, LLC | $2.6M | 50,963 | 2.11% | 4q | +2.3%+$56.9K |
| Life Planning Partners, Inc | $2.6M | 50,869 | 1.90% | 15q | +2.0%+$51.3K |
| BNP PARIBAS FINANCIAL MARKETS | $2.5M | 50,000 | 0.00% | 3q | +62400.0%+$2.5M |
| BANK OF MONTREAL /CAN/ | $2.4M | 47,175 | 0.00% | 31q | +15.3%+$316.0K |
| Argent Advisors, Inc. | $2.2M | 43,234 | 0.54% | 27q | +3.2%+$66.8K |
| Mariner, LLC | $2.2M | 42,804 | 0.00% | 17q | -5.8%-$132.2K |
| Topor & Co. Korea | $2.1M | 42,557 | 1.69% | 3q | HELD |
| American Wealth Advisors, LLC | $2.1M | 42,468 | 2.01% | 4q | +0.6%+$12.9K |
| Turn8 Private Wealth Inc. | $2.1M | 41,380 | 1.39% | 7q | -31.2%-$945.0K |
| Laurel Wealth Advisors LLC | $2.0M | 40,601 | 0.20% | 25q | +5.2%+$101.6K |
| VISTA INVESTMENT MANAGEMENT | $2.0M | 40,235 | 0.61% | 18q | -1.2%-$24.5K |
| Ameritas Advisory Services, LLC | $2.0M | 39,101 | 0.04% | new | NEW |
| Integrated Wealth Concepts LLC | $1.9M | 37,759 | 0.01% | 14q | +63.4%+$738.2K |
| StoneX Group Inc. | $1.9M | 37,606 | 0.08% | 3q | HELD |
| Biondo Investment Advisors, LLC | $1.9M | 37,485 | 0.23% | 31q | +7.4%+$130.6K |
| Sigma Planning Corp | $1.8M | 36,127 | 0.05% | 7q | +19.2%+$293.1K |
| Cosner Financial Group, LLC | $1.6M | 32,565 | 0.84% | 13q | HELD |
| OFC FINANCIAL PLANNING, LLC | $1.6M | 31,339 | 1.40% | 7q | -0.8%-$12.6K |
Showing the largest 100 of 254 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 249 | $1.5B | 30,381,571 | 21 | 98 | 73 | 0.0% |
| Q1 2026 | 240 | $1.5B | 30,449,891 | 13 | 85 | 75 | 0.0% |
| Q4 2025 | 247 | $1.5B | 29,268,188 | 17 | 79 | 77 | 0.0% |
| Q3 2025 | 235 | $1.5B | 28,889,876 | 20 | 87 | 67 | 0.0% |
| Q2 2025 | 235 | $1.4B | 27,451,775 | 13 | 80 | 81 | 0.0% |
| Q1 2025 | 231 | $1.3B | 26,806,776 | 18 | 84 | 69 | 0.0% |
| Q4 2024 | 234 | $1.3B | 25,538,087 | 17 | 75 | 71 | 0.0% |
| Q3 2024 | 223 | $1.2B | 23,898,888 | 15 | 70 | 77 | 0.0% |
| Q2 2024 | 221 | $1.2B | 23,546,338 | 19 | 72 | 79 | 0.0% |
| Q1 2024 | 217 | $1.4B | 28,136,758 | 19 | 72 | 74 | 0.0% |
| Q4 2023 | 226 | $1.3B | 27,150,969 | 12 | 59 | 98 | 0.0% |
| Q3 2023 | 215 | $1.4B | 28,638,201 | 13 | 58 | 82 | 0.0% |
| Q2 2023 | 213 | $1.4B | 29,007,313 | 15 | 62 | 86 | 0.0% |
| Q1 2023 | 209 | $1.3B | 26,723,583 | 22 | 66 | 80 | 0.0% |
| Q4 2022 | 208 | $1.4B | 30,086,945 | 29 | 66 | 72 | 0.0% |
| Q3 2022 | 233 | $1.8B | 37,798,362 | 26 | 78 | 84 | 0.0% |
| Q2 2022 | 234 | $1.4B | 29,252,102 | 30 | 69 | 89 | 0.0% |
| Q1 2022 | 235 | $1.2B | 24,686,514 | 28 | 89 | 81 | 0.0% |
| Q4 2021 | 237 | $1.2B | 22,851,218 | 28 | 76 | 71 | 0.0% |
| Q3 2021 | 210 | $1.1B | 20,377,266 | 16 | 85 | 66 | 0.0% |
| Q2 2021 | 212 | $1.1B | 20,010,810 | 16 | 99 | 52 | 0.0% |
| Q1 2021 | 213 | $1.0B | 19,955,675 | 22 | 87 | 63 | 0.0% |
| Q4 2020 | 206 | $964.9M | 18,216,842 | 20 | 85 | 54 | 0.0% |
| Q3 2020 | 180 | $814.4M | 15,438,455 | 24 | 80 | 37 | 0.0% |
| Q2 2020 | 167 | $687.4M | 13,191,865 | 38 | 59 | 47 | 0.0% |
| Q1 2020 | 151 | $620.2M | 12,536,113 | 15 | 54 | 54 | 0.0% |
| Q4 2019 | 147 | $600.5M | 11,744,017 | 11 | 64 | 30 | 0.0% |
| Q3 2019 | 128 | $531.0M | 10,382,794 | 13 | 53 | 36 | 0.0% |
| Q2 2019 | 125 | $502.5M | 9,857,963 | 15 | 56 | 35 | 0.0% |
| Q1 2019 | 117 | $477.7M | 9,185,039 | 18 | 49 | 26 | 0.0% |
| Q4 2018 | 119 | $472.5M | 9,232,211 | 3 | 4 | 1 | 0.0% |