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 4.18 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
28,476
shares
|
$2.64 Million
2.19% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,231
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,678
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Added 37.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,389
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
25,274
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
25,237
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
22,758
shares
|
$2.11 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
19,787
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,127
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
19,049
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
18,368
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 175.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
16,379
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,760
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
15,630
shares
|
$1.45 Million
0.55% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,584
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 76.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,371
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,219
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
14,722
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,712
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 256.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,176
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
13,319
shares
|
$1.24 Million
0.32% of portfolio
|
Q3 2025
Added 119.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,080
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,404
shares
|
$965,491
0.02% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,239
shares
|
$950,179
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,029
shares
|
$930,691
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|