Institutional Ownership Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 4.18 Million shares, which have been reported (via 13F filing form) to have a value of $389 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
823,462
shares
|
$76.7 Million
2.31% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
395,512
shares
|
$36.8 Million
0.01% of portfolio
|
Q2 2025
Added 84.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
321,989
shares
|
$30 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
288,521
shares
|
$26.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
240,710
shares
|
$22.4 Million
1.73% of portfolio
|
Q2 2025
Added 146.97%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17.5 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
152,750
shares
|
$14.2 Million
0.04% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
125,967
shares
|
$11.7 Million
0.06% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
123,157
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
102,131
shares
|
$9.51 Million
0.84% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
82,932
shares
|
$7.73 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.73 Million
1.58% of portfolio
|
Q4 2022
Reduced 73.83%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
79,015
shares
|
$7.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 65.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
78,003
shares
|
$7.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
66,969
shares
|
$6.24 Million
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
54,378
shares
|
$5.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
53,708
shares
|
$5 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
53,117
shares
|
$4.95 Million
0.53% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
49,723
shares
|
$4.63 Million
0.28% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
46,759
shares
|
$4.36 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,505
shares
|
$4.05 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
35,912
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
33,902
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 288.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
31,915
shares
|
$2.97 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
31,910
shares
|
$2.97 Million
2.65% of portfolio
|
Q2 2025
Reduced 14.94%
|