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 111 institutions that hold shares in the stock, with a total of 4.33 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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
27,703
shares
|
$2.57 Million
0.29% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,359
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
25,942
shares
|
$2.4 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
24,253
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
23,814
shares
|
$2.21 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,312
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
21,427
shares
|
$1.98 Million
0.16% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,755
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,087
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 48.1%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
18,778
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
18,055
shares
|
$1.67 Million
0.25% of portfolio
|
Q2 2025
Reduced 92.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,305
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 95.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
16,291
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Added 99.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,176
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
14,116
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
11,715
shares
|
$1.09 Million
0.64% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,036
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,532
shares
|
$975,579
0.0% of portfolio
|
Q1 2025
Added 52.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,492
shares
|
$971,873
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,239
shares
|
$948,438
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
9,875
shares
|
$914,721
0.04% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,716
shares
|
$807,363
0.0% of portfolio
|
Q1 2025
Added 153.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,306
shares
|
$769,384
0.0% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,153
shares
|
$755,212
0.0% of portfolio
|
Q1 2025
Added 72.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,897
shares
|
$731,499
0.02% of portfolio
|
Q2 2025
Added 56.04%
|