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 92 institutions that hold shares in the stock, with a total of 3.36 Million shares, which have been reported (via 13F filing form) to have a value of $314 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
779,632
shares
|
$73 Million
2.27% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
304,109
shares
|
$28.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
235,144
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
217,240
shares
|
$20.3 Million
1.85% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17.5 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
181,766
shares
|
$17 Million
0.05% of portfolio
|
Q3 2024
Added 382.91%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
116,413
shares
|
$10.9 Million
0.06% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
100,361
shares
|
$9.39 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
98,067
shares
|
$9.18 Million
0.0% of portfolio
|
Q3 2024
Added 247.97%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
97,885
shares
|
$9.16 Million
1.0% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
86,271
shares
|
$8.07 Million
0.0% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.76 Million
1.58% of portfolio
|
Q4 2022
Reduced 73.83%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
82,932
shares
|
$7.76 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,041
shares
|
$5.71 Million
0.12% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
58,130
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2024
Added 118.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
51,777
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
45,348
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
35,962
shares
|
$3.37 Million
0.05% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
31,094
shares
|
$2.91 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
27,449
shares
|
$2.57 Million
2.79% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,192
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Added 88.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,250
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
25,942
shares
|
$2.43 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
25,883
shares
|
$2.42 Million
0.93% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,262
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|