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 114 institutions that hold shares in the stock, with a total of 4.17 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
7,295
shares
|
$675,517
0.14% of portfolio
|
Q2 2025
Reduced 98.23%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,118
shares
|
$659,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
6,989
shares
|
$647,181
0.08% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,759
shares
|
$625,883
0.09% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,747
shares
|
$624,772
0.31% of portfolio
|
Q2 2022
Reduced 12.85%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,728
shares
|
$623,012
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,659
shares
|
$616,623
0.0% of portfolio
|
Q1 2025
Added 162.17%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,232
shares
|
$577,083
0.03% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,178
shares
|
$572,082
0.23% of portfolio
|
Q4 2022
Reduced 98.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,104
shares
|
$565,230
0.0% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,101
shares
|
$564,952
0.0% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
6,068
shares
|
$561,896
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
5,247
shares
|
$485,872
0.12% of portfolio
|
Q2 2025
Added 107.06%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
4,563
shares
|
$422,533
0.28% of portfolio
|
Q2 2025
Added 96.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,513
shares
|
$417,903
0.01% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,130
shares
|
$382,438
0.0% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,956
shares
|
$366,325
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
3,834
shares
|
$355,028
0.03% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,594
shares
|
$332,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
3,380
shares
|
$312,988
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,334
shares
|
$308,728
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$288,819
0.03% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
2,973
shares
|
$275,299
0.22% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,962
shares
|
$274,281
0.01% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,959
shares
|
$274,003
0.02% of portfolio
|
Q2 2025
Added 32.22%
|