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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
9,131
shares
|
$847,356
0.16% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
8,939
shares
|
$829,539
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,897
shares
|
$825,641
0.19% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
8,219
shares
|
$762,723
0.04% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,769
shares
|
$628,163
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,759
shares
|
$627,235
0.09% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,747
shares
|
$626,121
0.31% of portfolio
|
Q2 2022
Reduced 12.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
6,214
shares
|
$576,659
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,178
shares
|
$573,318
0.23% of portfolio
|
Q4 2022
Reduced 98.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,104
shares
|
$566,451
0.0% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,434
shares
|
$504,275
0.03% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
5,183
shares
|
$480,982
0.1% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,175
shares
|
$480,240
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,663
shares
|
$432,726
0.26% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,578
shares
|
$424,838
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
4,230
shares
|
$392,544
0.06% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,884
shares
|
$360,435
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,873
shares
|
$359,414
0.0% of portfolio
|
Q3 2025
Reduced 36.52%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
3,834
shares
|
$355,795
0.03% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,591
shares
|
$333,244
0.01% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$289,443
0.03% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,045
shares
|
$282,576
0.01% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,042
shares
|
$282,297
0.01% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
2,905
shares
|
$269,584
0.23% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,821
shares
|
$261,788
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|