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 |
|---|---|---|---|---|---|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
3,619
shares
|
$339,136
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,559
shares
|
$333,513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,498
shares
|
$327,797
0.0% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,463
shares
|
$324,517
0.01% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,443
shares
|
$322,643
0.0% of portfolio
|
Q4 2024
Reduced 81.05%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
3,248
shares
|
$304,370
0.24% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$292,281
0.03% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,032
shares
|
$284,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,972
shares
|
$278,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,889
shares
|
$270,728
0.07% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,817
shares
|
$263,981
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,647
shares
|
$248,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,551
shares
|
$239,054
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,540
shares
|
$238,023
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,491
shares
|
$233,431
0.01% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
2,380
shares
|
$223,029
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,620
shares
|
$151,810
0.01% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
897
shares
|
$84,057
0.03% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
870
shares
|
$81,527
0.02% of portfolio
|
Q2 2023
Reduced 64.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
755
shares
|
$70,751
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
523
shares
|
$49,010
0.0% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
510
shares
|
$47,792
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
486
shares
|
$45,543
0.01% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
383
shares
|
$35,890
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
348
shares
|
$32,611
0.0% of portfolio
|
Q4 2024
New holding
|