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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,759
shares
|
$621,692
0.09% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,747
shares
|
$620,589
0.31% of portfolio
|
Q2 2022
Reduced 12.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,659
shares
|
$612,494
0.0% of portfolio
|
Q1 2025
Added 162.17%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
6,292
shares
|
$578,738
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,178
shares
|
$568,252
0.23% of portfolio
|
Q4 2022
Reduced 98.89%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
5,879
shares
|
$540,750
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,395
shares
|
$496,232
0.03% of portfolio
|
Q1 2025
Added 81.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,333
shares
|
$490,529
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,061
shares
|
$465,510
0.01% of portfolio
|
Q1 2025
Added 79.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,460
shares
|
$410,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,162
shares
|
$382,820
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,960
shares
|
$364,240
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
3,858
shares
|
$354,858
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,559
shares
|
$327,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
3,544
shares
|
$325,977
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,330
shares
|
$306,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,281
shares
|
$301,786
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$286,885
0.03% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,013
shares
|
$277,135
0.01% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
2,586
shares
|
$237,860
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,534
shares
|
$233,077
0.06% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,491
shares
|
$229,122
0.01% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,351
shares
|
$216,244
0.02% of portfolio
|
Q1 2025
Added 50.13%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
2,325
shares
|
$213,853
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
2,238
shares
|
$205,851
0.04% of portfolio
|
Q1 2025
New holding
|