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 109 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
815,863
shares
|
$75 Million
2.4% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
412,838
shares
|
$38 Million
8.11% of portfolio
|
Q1 2025
Added 1227.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
363,401
shares
|
$33.4 Million
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
272,567
shares
|
$25.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
251,380
shares
|
$23.1 Million
3.72% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
228,454
shares
|
$21 Million
0.06% of portfolio
|
Q1 2025
Added 26.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
214,183
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2025
Added 136.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17.2 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
136,002
shares
|
$12.5 Million
0.04% of portfolio
|
Q1 2025
Added 250.06%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
115,673
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
109,630
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 73.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
101,778
shares
|
$9.36 Million
0.91% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
97,466
shares
|
$8.96 Million
1.29% of portfolio
|
Q1 2025
Reduced 56.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.63 Million
1.58% of portfolio
|
Q4 2022
Reduced 73.83%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
82,932
shares
|
$7.63 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
82,754
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
72,657
shares
|
$6.68 Million
0.77% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
62,693
shares
|
$5.77 Million
0.11% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
59,852
shares
|
$5.51 Million
0.0% of portfolio
|
Q1 2025
Added 102.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
53,372
shares
|
$4.91 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
47,445
shares
|
$4.36 Million
0.25% of portfolio
|
Q1 2025
Added 439.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
46,960
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
38,849
shares
|
$3.57 Million
0.04% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
37,515
shares
|
$3.45 Million
3.46% of portfolio
|
Q1 2025
Added 36.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
31,419
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 12.21%
|