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 88 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,559
shares
|
$330,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,180
shares
|
$295,294
0.23% of portfolio
|
Q3 2024
Reduced 54.04%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$289,630
0.03% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,058
shares
|
$283,965
0.01% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,891
shares
|
$268,458
0.08% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,732
shares
|
$253,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,428
shares
|
$225,464
0.0% of portfolio
|
Q3 2024
Added 658.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,904
shares
|
$176,805
0.0% of portfolio
|
Q2 2024
Added 190300.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,620
shares
|
$150,433
0.01% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
897
shares
|
$83,295
0.03% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
870
shares
|
$80,788
0.02% of portfolio
|
Q2 2023
Reduced 64.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
755
shares
|
$70,109
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
712
shares
|
$66,116
0.05% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$48,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
510
shares
|
$47,358
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
480
shares
|
$44,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
408
shares
|
$37,886
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
375
shares
|
$34,822
0.0% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
346
shares
|
$32,129
0.0% of portfolio
|
Q3 2024
Added 394.29%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
310
shares
|
$28,786
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
298
shares
|
$27,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
283
shares
|
$26,279
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
280
shares
|
$26,000
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
153
shares
|
$14,207
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
147
shares
|
$13,650
0.0% of portfolio
|
Q1 2020
Reduced 57.82%
|