ISHARES U S ETF TR (LQDH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
94
Reporting holders
$313.8M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| Destination Wealth Management | $90.1M | 967,931 | 2.10% | 21q | +4.1%+$3.6M |
| LPL Financial LLC | $37.0M | 396,750 | 0.01% | 31q | +8.4%+$2.9M |
| MORGAN STANLEY | $32.4M | 348,308 | 0.00% | 28q | +57.1%+$11.8M |
| BANK OF AMERICA CORP /DE/ | $30.9M | 331,327 | 0.00% | 31q | +13.1%+$3.6M |
| RAYMOND JAMES FINANCIAL INC | $14.3M | 153,334 | 0.00% | 7q | +124.2%+$7.9M |
| Twelve Points Wealth Management LLC | $11.5M | 123,444 | 2.30% | 5q | +9.1%+$954.4K |
| Capital Investment Advisory Services, LLC | $10.8M | 115,582 | 0.66% | 20q | +1.1%+$114.6K |
| ENVESTNET ASSET MANAGEMENT INC | $10.6M | 113,395 | 0.00% | 31q | -39.8%-$7.0M |
| Harbour Wealth Management Group, Inc. | $9.9M | 106,109 | 6.68% | 3q | +1.6%+$154.8K |
| MML INVESTORS SERVICES, LLC | $7.1M | 75,945 | 0.01% | 25q | +21.2%+$1.2M |
| Rockefeller Capital Management L.P. | $4.2M | 45,130 | 0.01% | 25q | +6.0%+$238.4K |
| Founders Financial Alliance, LLC | $4.1M | 43,652 | 0.54% | 24q | -17.8%-$881.5K |
| OSAIC HOLDINGS, INC. | $4.0M | 43,342 | 0.00% | 26q | +3.3%+$129.2K |
| UBS Group AG | $3.9M | 41,912 | 0.00% | 31q | -18.5%-$886.4K |
| Savvy Advisors, Inc. | $3.6M | 38,798 | 0.08% | 3q | +11.4%+$368.4K |
| BANK OF MONTREAL /CAN/ | $3.1M | 33,788 | 0.00% | 25q | -39.9%-$2.1M |
| Clark Capital Management Group, Inc. | $2.8M | 30,185 | 0.02% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 25,836 | 0.00% | 4q | -4.3%-$107.4K |
| WCG Wealth Advisors LLC | $2.3M | 24,788 | 0.05% | 16q | +13.3%+$271.5K |
| Red Wave Investments LLC | $2.0M | 21,013 | 0.50% | 18q | -3.0%-$61.1K |
| COLUMBIA ADVISORY PARTNERS LLC | $1.7M | 18,768 | 0.96% | 9q | HELD |
| CITADEL ADVISORS LLC | $1.7M | 18,102 | 0.00% | 3q | -14.8%-$291.8K |
| TRUIST FINANCIAL CORP | $1.7M | 17,973 | 0.00% | 9q | +14.9%+$216.4K |
| Cetera Investment Advisers | $1.3M | 14,358 | 0.00% | 10q | -0.6%-$8.7K |
| MILESTONE ASSET MANAGEMENT, LLC | $1.2M | 13,421 | 0.20% | 7q | +11.5%+$129.2K |
| &PARTNERS | $1.1M | 9,962 | 0.00% | new | NEW |
| Stratos Investment Management, LLC | $1.0M | 10,806 | 0.04% | 4q | +11.0%+$99.6K |
| Beacon Pointe Advisors, LLC | $990.8K | 10,639 | 0.00% | 6q | -23.6%-$305.7K |
| SCOTIA CAPITAL INC. | $984.4K | 10,570 | 0.00% | 20q | +4.2%+$39.3K |
| JANE STREET GROUP, LLC | $976.7K | 10,487 | 0.00% | 5q | -49.8%-$967.2K |
| Sanctuary Advisors, LLC | $854.0K | 9,170 | 0.00% | 9q | -17.1%-$176.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $687.1K | 7,378 | 0.00% | 18q | +124.6%+$381.2K |
| Trilogy Capital Inc. | $681.1K | 7,313 | 0.03% | 15q | -0.6%-$4.0K |
| McAdam, LLC | $656.3K | 7,047 | 0.03% | 7q | +33.3%+$163.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $582.8K | 6,258 | 0.01% | 6q | HELD |
| Coastal Bridge Advisors, LLC | $544.9K | 5,851 | 0.03% | 5q | -3.7%-$21.1K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $543.4K | 5,835 | 0.08% | 2q | +22.6%+$100.3K |
| Alpine Bank Wealth Management | $520.9K | 5,593 | 0.07% | 6q | +2.4%+$12.4K |
| OPPENHEIMER & CO INC | $509.5K | 5,471 | 0.01% | 4q | +3.1%+$15.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $453.1K | 4,897 | 0.00% | 5q | +10.7%+$43.9K |
| GWN SECURITIES INC. | $433.7K | 4,657 | 0.07% | 7q | -26.7%-$157.9K |
| Global Retirement Partners, LLC | $406.2K | 4,362 | 0.01% | 8q | -73.5%-$1.1M |
| Wealthcare Advisory Partners LLC | $381.1K | 4,092 | 0.01% | 21q | -41.0%-$264.8K |
| BEACON FINANCIAL GROUP | $371.1K | 3,984 | 0.03% | 11q | HELD |
| Maridea Wealth Management LLC | $328.4K | 3,526 | 0.04% | 5q | -7.5%-$26.4K |
| Guardian Partners Inc. | $324.1K | 3,480 | 0.03% | 7q | HELD |
| EAGLE GLOBAL ADVISORS LLC | $310.1K | 3,330 | 0.01% | 3q | -5.7%-$18.6K |
| Perigon Wealth Management, LLC | $309.7K | 3,326 | 0.00% | 7q | -4.6%-$15.1K |
| Sigma Planning Corp | $288.8K | 3,101 | 0.01% | 9q | -2.1%-$6.1K |
| MTM FINANCIAL GROUP, LLC | $280.9K | 3,016 | 0.12% | new | FIRST |
| Creative Planning | $270.6K | 2,906 | 0.00% | 2q | +7.7%+$19.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $258.6K | 2,776 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $252.9K | 2,716 | 0.00% | 5q | -1.8%-$4.7K |
| ROYAL BANK OF CANADA | $250.0K | 2,685 | 0.00% | 31q | -90.0%-$2.3M |
| Lifeworks Advisors, LLC | $248.2K | 2,665 | 0.03% | 2q | +13.6%+$29.7K |
| COMPASS CAPITAL CORP /MA/ /ADV | $246.9K | 2,676 | 0.08% | 3q | -1.5%-$3.7K |
| PRINCIPAL SECURITIES, INC. | $246.3K | 2,644 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $244.0K | 2,644 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $244.0K | 2,644 | 0.00% | 2q | +13.5%+$29.0K |
| Equitable Holdings, Inc. | $236.6K | 2,541 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $229.4K | 2,463 | 0.00% | 17q | -8.5%-$21.2K |
| Cadia Private Client LLC | $227.8K | 2,446 | 0.16% | 2q | +1.4%+$3.2K |
| Able Wealth Management LLC | $219.7K | 2,359 | 0.05% | 11q | -71.1%-$539.6K |
| HighTower Advisors, LLC | $215.2K | 2,311 | 0.00% | 2q | +1.2%+$2.6K |
| Capital Square, LLC | $211.0K | 2,280 | 0.09% | new | NEW |
| JPMORGAN CHASE & CO | $146.1K | 1,568 | 0.00% | 12q | -29.6%-$61.4K |
| Bogart Wealth, LLC | $139.7K | 1,500 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $137.0K | 1,471 | 0.00% | 31q | -6.6%-$9.7K |
| AdvisorNet Financial, Inc | $119.9K | 1,288 | 0.01% | 6q | -35.9%-$67.0K |
| Integrated Wealth Concepts LLC | $78.7K | 845 | 0.00% | new | NEW |
| Signature Equity Partners, LLC | $61.7K | 662 | 0.03% | 3q | +34.8%+$15.9K |
| Glass Jacobson Investment Advisors llc | $61.5K | 660 | 0.02% | 10q | +1.4% |
| Farther Finance Advisors, LLC | $48.8K | 525 | 0.00% | 15q | +330.3%+$37.5K |
| Harbor Asset Planning, Inc. | $41.9K | 450 | 0.03% | 3q | HELD |
| PRIVATE TRUST CO NA | $36.1K | 388 | 0.00% | 17q | +42.6%+$10.8K |
| Qube Research & Technologies Ltd | $33.4K | 359 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $29.4K | 316 | 0.01% | new | NEW |
| Spire Wealth Management | $26.4K | 284 | 0.00% | 6q | HELD |
| Bangor Savings Bank | $17.2K | 185 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $16.3K | 175 | 0.00% | 4q | HELD |
| Mascoma Wealth Management LLC | $16.2K | 174 | 0.00% | 27q | HELD |
| FIFTH THIRD BANCORP | $11.9K | 128 | 0.00% | 3q | -18.5%-$2.7K |
| AMERIFLEX GROUP, INC. | $9.3K | 100 | 0.00% | 7q | HELD |
| BlackRock, Inc. | $8.3K | 89 | 0.00% | 8q | -84.9%-$46.6K |
| Blue Trust, Inc. | $8.1K | 87 | 0.00% | 8q | HELD |
| Triumph Capital Management | $5.3K | 57 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.6K | 38,164 | 0.00% | 19q | +100.6%+$1.8K |
| IFG Advisory, LLC | $2.9K | 31 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.5K | 26,950 | 0.00% | 10q | -3.4% |
| Transamerica Financial Advisors, LLC | $2.1K | 22 | 0.00% | 4q | -98.2%-$116.4K |
| WELLS FARGO & COMPANY/MN | $2.0K | 21 | 0.00% | 31q | -85.4%-$11.5K |
| Strategic Wealth Partners, Ltd. | $1.1K | 12 | 0.00% | 4q | HELD |
| Cornerstone Planning Group LLC | $1.0K | 11 | 0.00% | new | NEW |
| Betterment LLC | $978 | 10,499 | 0.00% | 4q | -56.3%-$1.3K |
| PARK AVENUE SECURITIES LLC | $474 | 5,092 | 0.00% | 8q | -23.7% |
| US BANCORP \DE\ | $373 | 4 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $93 | 1 | 0.00% | 26q | HELD |
| FMR LLC | $58 | 1 | 0.00% | new | NEW |
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 | 94 | $313.8M | 3,367,512 | 14 | 32 | 32 | 0.0% |
| Q1 2026 | 98 | $297.3M | 3,219,972 | 13 | 26 | 45 | 0.0% |
| Q4 2025 | 109 | $369.3M | 3,955,585 | 16 | 46 | 27 | 0.0% |
| Q3 2025 | 98 | $352.8M | 3,772,280 | 14 | 45 | 28 | 0.0% |
| Q2 2025 | 98 | $341.1M | 3,691,503 | 19 | 47 | 22 | 0.0% |
| Q1 2025 | 90 | $362.0M | 3,923,407 | 17 | 38 | 16 | 0.0% |
| Q4 2024 | 85 | $270.1M | 2,912,133 | 10 | 23 | 31 | 0.0% |
| Q3 2024 | 74 | $278.5M | 2,992,667 | 14 | 27 | 17 | 0.0% |
| Q2 2024 | 67 | $243.6M | 2,620,029 | 10 | 23 | 17 | 0.0% |
| Q1 2024 | 66 | $229.3M | 2,437,943 | 10 | 27 | 16 | 0.0% |
| Q4 2023 | 62 | $194.5M | 2,088,831 | 6 | 23 | 14 | 0.0% |
| Q3 2023 | 57 | $157.9M | 1,705,514 | 8 | 12 | 21 | 0.0% |
| Q2 2023 | 61 | $194.2M | 2,089,848 | 4 | 15 | 31 | 0.0% |
| Q1 2023 | 72 | $263.0M | 2,874,401 | 7 | 17 | 32 | 0.0% |
| Q4 2022 | 91 | $380.5M | 4,204,715 | 13 | 11 | 49 | 0.0% |
| Q3 2022 | 112 | $653.9M | 7,367,777 | 16 | 39 | 39 | 0.0% |
| Q2 2022 | 123 | $943.8M | 10,455,967 | 28 | 30 | 52 | 0.0% |
| Q1 2022 | 108 | $1.1B | 11,752,660 | 21 | 44 | 27 | 0.0% |
| Q4 2021 | 103 | $912.7M | 9,537,267 | 19 | 50 | 14 | 0.0% |
| Q3 2021 | 86 | $516.4M | 5,389,263 | 15 | 29 | 25 | 0.0% |
| Q2 2021 | 90 | $522.8M | 5,428,713 | 21 | 38 | 15 | 0.0% |
| Q1 2021 | 79 | $426.7M | 4,421,437 | 13 | 30 | 22 | 0.0% |
| Q4 2020 | 75 | $393.8M | 4,121,982 | 26 | 18 | 18 | 0.0% |
| Q3 2020 | 54 | $189.4M | 2,074,496 | 5 | 16 | 19 | 0.0% |
| Q2 2020 | 59 | $181.5M | 2,018,017 | 26 | 15 | 9 | 0.0% |
| Q1 2020 | 41 | $117.3M | 1,423,467 | 9 | 8 | 15 | 0.0% |
| Q4 2019 | 44 | $51.5M | 535,312 | 5 | 12 | 13 | 0.0% |
| Q3 2019 | 43 | $62.6M | 673,723 | 5 | 11 | 21 | 0.0% |
| Q2 2019 | 43 | $79.5M | 845,900 | 7 | 14 | 14 | 0.0% |
| Q1 2019 | 44 | $161.7M | 1,794,009 | 7 | 14 | 16 | 0.0% |
| Q4 2018 | 43 | $100.0M | 1,103,008 | 1 | 0 | 1 | 0.0% |