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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
87
shares
|
$8,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
78
shares
|
$7,238
0.0% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
48
shares
|
$4,454
0.02% of portfolio
|
Q3 2025
Reduced 59.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
34
shares
|
$3,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
32
shares
|
$2,969
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
28
shares
|
$2,598
0.0% of portfolio
|
Q3 2025
Reduced 54.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
26
shares
|
$2,412
0.0% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
20
shares
|
$1,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
12
shares
|
$1,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10
shares
|
$928
0.0% of portfolio
|
Q3 2025
Reduced 97.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
6
shares
|
$556
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6
shares
|
$556
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q4 2023
Reduced 98.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|