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 81 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
751,244
shares
|
$69.8 Million
2.33% of portfolio
|
Q2 2024
Added 1.23%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
325,389
shares
|
$30.3 Million
0.0% of portfolio
|
Q2 2024
Added 7.69%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
217,388
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2024
Added 17.57%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
207,768
shares
|
$19.3 Million
1.98% of portfolio
|
Q2 2024
Added 1.43%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17.4 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
140,634
shares
|
$13.1 Million
1.43% of portfolio
|
Q2 2024
Added 144.38%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
115,271
shares
|
$10.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
114,851
shares
|
$10.7 Million
1.23% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.71 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
|
$7.71 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
82,229
shares
|
$7.64 Million
0.0% of portfolio
|
Q1 2024
Added 345.92%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
57,741
shares
|
$5.37 Million
2.34% of portfolio
|
Q2 2024
Added 6.57%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
48,445
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
42,423
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2024
Added 29.84%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
42,333
shares
|
$3.94 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
37,640
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2024
Added 0.81%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
35,481
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2024
Added 91.59%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
33,862
shares
|
$3.15 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
32,306
shares
|
$3 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.59%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
29,466
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.29%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
28,183
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
Added 127.94%
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
27,760
shares
|
$2.58 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
26,651
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
24,373
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
21,878
shares
|
$2.03 Million
0.17% of portfolio
|
Q2 2024
Added 0.49%
|