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 110 institutions that hold shares in the stock, with a total of 4.32 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,351
shares
|
$218,172
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
|
$215,760
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,238
shares
|
$207,686
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
1,256
shares
|
$116,556
0.04% of portfolio
|
Q1 2025
Added 40.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
982
shares
|
$91,129
0.0% of portfolio
|
Q1 2025
Added 305.79%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
872
shares
|
$80,921
0.0% of portfolio
|
Q1 2025
Added 66.73%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
870
shares
|
$80,736
0.02% of portfolio
|
Q2 2023
Reduced 64.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
755
shares
|
$70,064
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
510
shares
|
$47,328
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
486
shares
|
$45,100
0.01% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
466
shares
|
$43,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
400
shares
|
$37,120
0.27% of portfolio
|
Q1 2025
Added 583.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
341
shares
|
$31,644
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
293
shares
|
$27,190
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
280
shares
|
$25,984
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
177
shares
|
$16,425
0.0% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
158
shares
|
$14,662
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
147
shares
|
$13,641
0.0% of portfolio
|
Q1 2020
Reduced 57.82%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
130
shares
|
$12,064
0.0% of portfolio
|
Q1 2025
Reduced 58.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
118
shares
|
$10,950
0.01% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
114
shares
|
$10,579
0.0% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
100
shares
|
$9,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
87
shares
|
$8,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
78
shares
|
$7,238
0.0% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$6,124
0.0% of portfolio
|
Q1 2025
New holding
|