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 98 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
24,265
shares
|
$2.28 Million
0.88% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,327
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
21,945
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,002
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,893
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
17,877
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Added 5.03%
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
16,466
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,176
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,563
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 10.21%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,325
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 12.99%
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
11,917
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,272
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
10,722
shares
|
$1.01 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,239
shares
|
$961,339
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,800
shares
|
$826,232
0.22% of portfolio
|
Q4 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,911
shares
|
$648,873
0.0% of portfolio
|
Q4 2024
Reduced 68.36%
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,759
shares
|
$634,602
0.09% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,747
shares
|
$633,475
0.31% of portfolio
|
Q2 2022
Reduced 12.85%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,178
shares
|
$580,052
0.23% of portfolio
|
Q4 2022
Reduced 98.89%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,243
shares
|
$492,265
0.02% of portfolio
|
Q4 2024
Reduced 67.98%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,138
shares
|
$482,406
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,729
shares
|
$444,005
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,513
shares
|
$423,725
0.01% of portfolio
|
Q3 2024
Added 10.48%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,158
shares
|
$390,394
0.01% of portfolio
|
Q4 2024
Reduced 23.96%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,798
shares
|
$356,594
0.03% of portfolio
|
Q4 2024
New holding
|