# ISHARES TR (LQDB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LQDB/

- Reporting holders: 15
- Reported value: $39.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $20.8M | 240,000 | 0.0% | 8 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $3.5M | 40,344 | 0.0% | 2 |
| [Insight Wealth Partners, LLC](https://holderbook.com/funds/1627003-insight-wealth-partners-llc/) | $2.6M | 30,240 | 0.4% | 8 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $2.1M | 24,825 | 0.0% | 8 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $2.1M | 24,090 | 0.0% | 11 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $1.9M | 22,247 | 0.0% | 2 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.6M | 18,125 | 0.0% | 3 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.1M | 13,004 | 0.0% | 21 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $1.1M | 12,911 | 0.0% | 18 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $996.0K | 11,476 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $498.9K | 5,770 | 0.0% | 5 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $473.0K | 5,469 | 0.0% | 2 |
| [Belpointe Asset Management LLC](https://holderbook.com/funds/1721242-belpointe-asset-management-llc/) | $297.8K | 3,444 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $85.1K | 984 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $9.9K | 114 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $39.2M |
| Q1 2026 | 14 | $40.8M |
| Q4 2025 | 15 | $40.0M |
| Q3 2025 | 12 | $36.6M |
| Q2 2025 | 11 | $35.9M |
| Q1 2025 | 11 | $36.1M |
| Q4 2024 | 9 | $35.9M |
| Q3 2024 | 8 | $33.5M |
| Q2 2024 | 6 | $29.0M |
| Q1 2024 | 7 | $30.1M |
| Q4 2023 | 6 | $26.9M |
| Q3 2023 | 6 | $26.7M |