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 114 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,241
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Added 45.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,247
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
25,691
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
24,253
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,556
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
22,758
shares
|
$2.12 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,755
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
19,921
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,412
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 84.31%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
19,049
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
16,291
shares
|
$1.52 Million
0.38% of portfolio
|
Q2 2025
Added 99.52%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
15,630
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,289
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,219
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
14,722
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,176
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
14,116
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
13,319
shares
|
$1.24 Million
0.32% of portfolio
|
Q3 2025
Added 119.5%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
13,224
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,404
shares
|
$969,132
0.02% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,239
shares
|
$953,762
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,204
shares
|
$950,502
0.18% of portfolio
|
Q2 2025
Reduced 78.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,112
shares
|
$941,932
0.0% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
9,875
shares
|
$919,856
0.04% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
9,131
shares
|
$850,552
0.16% of portfolio
|
Q3 2025
Added 25.17%
|