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 120 institutions that hold shares in the stock, with a total of 4.36 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
857,526
shares
|
$79.6 Million
2.28% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
431,504
shares
|
$40 Million
0.01% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
348,896
shares
|
$32.4 Million
0.01% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
283,957
shares
|
$26.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
262,375
shares
|
$24.3 Million
1.78% of portfolio
|
Q4 2025
Added 132.76%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17.4 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
151,953
shares
|
$14.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
133,048
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
129,647
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
109,515
shares
|
$10.2 Million
0.79% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.7 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
|
$7.7 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
79,958
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
73,360
shares
|
$6.81 Million
0.0% of portfolio
|
Q3 2025
Added 104.28%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
57,057
shares
|
$5.29 Million
0.09% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
55,452
shares
|
$5.15 Million
1.26% of portfolio
|
Q4 2025
Added 316.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
55,305
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
53,117
shares
|
$4.93 Million
0.53% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
52,155
shares
|
$4.84 Million
0.05% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
52,036
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
44,334
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
40,263
shares
|
$3.74 Million
0.05% of portfolio
|
Q4 2025
Added 19.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
36,427
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
34,443
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2025
Added 15.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
31,455
shares
|
$2.92 Million
0.1% of portfolio
|
Q4 2025
New holding
|
|