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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,684
shares
|
$249,075
0.02% of portfolio
|
Q3 2025
Reduced 32.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
2,539
shares
|
$235,619
0.01% of portfolio
|
Q3 2025
Added 16.1%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,518
shares
|
$233,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,509
shares
|
$232,835
0.0% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,463
shares
|
$228,566
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
2,295
shares
|
$212,976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,283
shares
|
$211,862
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
2,272
shares
|
$210,841
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
2,157
shares
|
$200,169
0.16% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,712
shares
|
$158,873
0.0% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,711
shares
|
$158,780
0.0% of portfolio
|
Q2 2025
Added 96.22%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,404
shares
|
$130,291
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
1,304
shares
|
$121,011
0.04% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
870
shares
|
$80,736
0.02% of portfolio
|
Q2 2023
Reduced 64.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
550
shares
|
$51,040
0.02% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
321
shares
|
$29,788
0.0% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
272
shares
|
$25,241
0.0% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
200
shares
|
$18,560
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
185
shares
|
$17,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
175
shares
|
$16,240
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
147
shares
|
$13,641
0.0% of portfolio
|
Q1 2020
Reduced 57.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
143
shares
|
$13,270
0.0% of portfolio
|
Q3 2025
Reduced 94.21%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
114
shares
|
$10,579
0.0% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
112
shares
|
$10,393
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
104
shares
|
$9,651
0.0% of portfolio
|
Q3 2025
New holding
|
|