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 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $316 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
789,027
shares
|
$73.9 Million
2.31% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
308,851
shares
|
$28.9 Million
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
247,776
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
225,694
shares
|
$21.1 Million
1.88% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17.6 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
180,473
shares
|
$16.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
115,507
shares
|
$10.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
100,361
shares
|
$9.4 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
90,442
shares
|
$8.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
85,661
shares
|
$8.03 Million
0.9% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
82,932
shares
|
$7.77 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.77 Million
1.58% of portfolio
|
Q4 2022
Reduced 73.83%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
69,374
shares
|
$6.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
63,216
shares
|
$5.92 Million
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,041
shares
|
$5.72 Million
0.12% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
52,151
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
43,198
shares
|
$4.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
38,851
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Added 42.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
35,544
shares
|
$3.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
31,094
shares
|
$2.91 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
29,630
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
27,999
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
27,449
shares
|
$2.57 Million
2.79% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
25,942
shares
|
$2.43 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
24,974
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 2.93%
|