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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
341
shares
|
$31,955
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
310
shares
|
$29,050
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
290
shares
|
$27,175
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
280
shares
|
$26,238
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
242
shares
|
$22,677
0.0% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
217
shares
|
$20,335
0.0% of portfolio
|
Q4 2024
Reduced 58.67%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
156
shares
|
$14,618
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
147
shares
|
$13,775
0.0% of portfolio
|
Q1 2020
Reduced 57.82%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
114
shares
|
$10,682
0.0% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
100
shares
|
$9,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
87
shares
|
$8,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
78
shares
|
$7,309
0.0% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
50
shares
|
$4,685
0.0% of portfolio
|
Q2 2023
Reduced 57.63%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
32
shares
|
$2,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
26
shares
|
$2,436
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
26
shares
|
$2,436
0.0% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
16
shares
|
$1,499
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6
shares
|
$562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6
shares
|
$562
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5
shares
|
$468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4
shares
|
$374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$93
0.0% of portfolio
|
Q4 2023
Reduced 98.72%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|