ISHARES TR (LQDB)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
15
Reporting holders
$38.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $20.8M | 240,000 | 0.00% | 8q | -4.0%-$864.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 40,344 | 0.00% | 2q | +23.2%+$657.2K |
| Insight Wealth Partners, LLC | $2.6M | 30,240 | 0.35% | 8q | +12.2%+$285.2K |
| Bank of New York Mellon Corp | $2.1M | 24,825 | 0.00% | 8q | +8.1%+$160.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 22,247 | 0.00% | 2q | -13.4%-$294.9K |
| GOLDMAN SACHS GROUP INC | $1.6M | 18,125 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $1.4M | 16,060 | 0.01% | 11q | +99.4%+$692.1K |
| JANE STREET GROUP, LLC | $1.1M | 13,004 | 0.00% | 21q | -69.6%-$2.6M |
| BANK OF AMERICA CORP /DE/ | $1.1M | 12,911 | 0.00% | 18q | -58.5%-$1.6M |
| JPMORGAN CHASE & CO | $996.0K | 11,476 | 0.00% | new | NEW |
| MORGAN STANLEY | $498.9K | 5,770 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $473.0K | 5,469 | 0.00% | 2q | +41.6%+$138.9K |
| Belpointe Asset Management LLC | $297.8K | 3,444 | 0.01% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $85.1K | 984 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $9.9K | 114 | 0.00% | 7q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 34.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $38.5M | 445,013 | 1 | 5 | 4 | 0.0% |
| Q1 2026 | 14 | $40.8M | 472,561 | 3 | 2 | 5 | 0.0% |
| Q4 2025 | 15 | $40.0M | 459,452 | 4 | 6 | 2 | 0.0% |
| Q3 2025 | 12 | $36.6M | 416,620 | 3 | 6 | 1 | 0.0% |
| Q2 2025 | 11 | $35.9M | 413,812 | 1 | 3 | 4 | 0.0% |
| Q1 2025 | 11 | $36.1M | 419,254 | 2 | 3 | 3 | 0.0% |
| Q4 2024 | 9 | $35.9M | 423,213 | 1 | 4 | 3 | 0.0% |
| Q3 2024 | 8 | $33.5M | 378,946 | 3 | 2 | 2 | 0.0% |
| Q2 2024 | 6 | $29.0M | 341,413 | 0 | 3 | 2 | 0.0% |
| Q1 2024 | 7 | $30.1M | 350,902 | 1 | 4 | 1 | 0.0% |
| Q4 2023 | 6 | $26.9M | 310,471 | 3 | 1 | 1 | 0.0% |
| Q3 2023 | 5 | $22.4M | 276,839 | 1 | 2 | 0 | 0.0% |
| Q2 2023 | 6 | $22.5M | 266,970 | 0 | 1 | 2 | 0.0% |
| Q1 2023 | 7 | $31.5M | 369,094 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 8 | $25.1M | 304,747 | 1 | 2 | 3 | 0.0% |
| Q3 2022 | 9 | $36.8M | 453,310 | 1 | 2 | 4 | 0.0% |
| Q2 2022 | 8 | $55.5M | 646,882 | 0 | 1 | 4 | 0.0% |
| Q1 2022 | 8 | $69.8M | 747,548 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 7 | $76.0M | 749,450 | 0 | 2 | 0 | 0.0% |
| Q3 2021 | 7 | $75.9M | 744,998 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 5 | $76.9M | 748,410 | 5 | 0 | 0 | 0.0% |