Who Owns ISHARES (SLQD)? -- Institutional Holders (2026-06-30)

270 institutions reported holding $1.52B of ISHARES (SLQD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($128.2M), Allspring Global Investments Holdings, LLC ($104.6M), LJI Wealth Management, LLC ($82.4M), MAI Capital Management ($64.2M), LPL Financial LLC ($59.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$128.2M2.5MAdded
2Allspring Global Investments Holdings, LLC$104.6M2.1MHold
3LJI Wealth Management, LLC$82.4M1.6MAdded
4MAI Capital Management$64.2M1.3MAdded
5LPL Financial LLC$59.8M1.2MAdded
6UBS Group AG$57.3M1.1MTrimmed
7World Investment Advisors$52.1M1.0MHold
8Bramshill Investments, LLC$50.8M1.0MAdded
9FARMERS & MERCHANTS INVESTMENTS INC$49.5M982,350Added
10Royal Bank of Canada$43.1M855,934Added
11RAYMOND JAMES FINANCIAL INC$41.5M824,298Added
12Crews Bank & Trust$39.7M788,528Added
13BANK OF AMERICA CORP /DE/$31.2M618,501Added
14Wiser Wealth Management, Inc$25.7M510,292Added
15AMERIPRISE FINANCIAL INC$25.5M507,289Trimmed
16NewEdge Advisors, LLC$25.4M503,384Added
17CREATIVE FINANCIAL DESIGNS INC /ADV$22.6M448,811Trimmed
18Allianz Asset Management GmbH$22.0M435,942Added
19Vestmark Advisory Solutions, Inc.$21.1M418,807Added
20VOISARD ASSET MANAGEMENT GROUP, INC.$19.8M394,083Trimmed
21CAMDEN NATIONAL BANK$19.8M394,035Added
22ALLSTATE CORP$17.7M350,519New
23Colonial Trust Advisors$16.5M327,118Added
24Corient Private Wealth LLC$16.1M320,449Trimmed
25Global Wealth Management Investment Advisory, Inc.$13.9M275,433Added

来源：SEC 13F 申报文件 · 截至 2026-06-30