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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,781
shares
|
$259,050
0.01% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,518
shares
|
$234,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,509
shares
|
$233,713
0.0% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,469
shares
|
$229,987
0.01% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,463
shares
|
$229,428
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,368
shares
|
$220,579
0.02% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,354
shares
|
$219,275
0.0% of portfolio
|
Q2 2025
Reduced 96.07%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,187
shares
|
$203,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,711
shares
|
$159,379
0.0% of portfolio
|
Q2 2025
Added 96.22%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,404
shares
|
$130,782
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,364
shares
|
$127,056
0.0% of portfolio
|
Q2 2025
Added 38.9%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,304
shares
|
$121,467
0.04% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
870
shares
|
$81,040
0.02% of portfolio
|
Q2 2023
Reduced 64.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
755
shares
|
$70,328
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
542
shares
|
$50,487
0.02% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
411
shares
|
$38,284
0.0% of portfolio
|
Q2 2025
Added 41000.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
306
shares
|
$28,503
0.0% of portfolio
|
Q2 2025
Added 72.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
305
shares
|
$28,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
297
shares
|
$27,665
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
272
shares
|
$25,336
0.0% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
203
shares
|
$18,909
0.01% of portfolio
|
Q2 2025
Added 20200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
175
shares
|
$16,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
161
shares
|
$14,997
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
147
shares
|
$13,693
0.0% of portfolio
|
Q1 2020
Reduced 57.82%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
118
shares
|
$10,991
0.01% of portfolio
|
Q1 2025
Reduced 39.8%
|