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 88 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
114
shares
|
$10,649
0.0% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
87
shares
|
$8,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
84
shares
|
$7,847
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
78
shares
|
$7,286
0.0% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$4,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
50
shares
|
$4,671
0.0% of portfolio
|
Q2 2023
Reduced 57.63%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
34
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
26
shares
|
$2,428
0.0% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9
shares
|
$840
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6
shares
|
$560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5
shares
|
$467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
4
shares
|
$373
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$93
0.0% of portfolio
|
Q4 2023
Reduced 98.72%
|