ISHARES U S ETF TR (LQDI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
20
Reporting holders
$46.0M
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $9.4M | 355,942 | 0.00% | 18q | +5.6%+$497.7K |
| MML INVESTORS SERVICES, LLC | $9.3M | 355,612 | 0.02% | 18q | +23.8%+$1.8M |
| LPL Financial LLC | $8.6M | 327,199 | 0.00% | 13q | +7.3%+$588.3K |
| Ameritas Advisory Services, LLC | $6.8M | 257,513 | 0.14% | 3q | +566.1%+$5.8M |
| Cetera Investment Advisers | $3.1M | 116,802 | 0.00% | 9q | +10.7%+$296.8K |
| NewEdge Advisors, LLC | $2.3M | 86,406 | 0.01% | 11q | HELD |
| TBH Global Asset Management, LLC | $1.6M | 59,532 | 0.29% | new | NEW |
| CITADEL ADVISORS LLC | $1.0M | 38,082 | 0.00% | 9q | HELD |
| SimpliFi, Inc. | $955.6K | 36,360 | 0.38% | 6q | -9.8%-$103.8K |
| Kestra Advisory Services, LLC | $647.1K | 24,622 | 0.00% | 5q | -7.5%-$52.5K |
| EFG International AG | $629.6K | 23,955 | 0.01% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $479.3K | 18,236 | 0.00% | 18q | HELD |
| JANE STREET GROUP, LLC | $472.2K | 17,968 | 0.00% | 5q | +39.1%+$132.7K |
| ABLE Financial Group, LLC | $265.3K | 10,094 | 0.04% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $250.7K | 9,540 | 0.00% | 6q | -82.6%-$1.2M |
| OSAIC HOLDINGS, INC. | $158.5K | 6,031 | 0.00% | 22q | +24.9%+$31.6K |
| HARBOUR INVESTMENTS, INC. | $97.9K | 3,725 | 0.00% | 18q | HELD |
| Rockefeller Capital Management L.P. | $26.3K | 1,000 | 0.00% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.4K | 130 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 103,408 | 0.00% | 19q | +115.6%+$1.5K |
| CENTAURUS FINANCIAL, INC. | $163 | 6,187 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 15q | -100.0% |
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 | 20 | $46.0M | 1,748,749 | 1 | 7 | 4 | 0.0% |
| Q1 2026 | 19 | $34.2M | 1,308,188 | 2 | 6 | 5 | 0.0% |
| Q4 2025 | 18 | $35.6M | 1,343,516 | 2 | 7 | 6 | 0.0% |
| Q3 2025 | 17 | $70.7M | 2,628,783 | 1 | 10 | 4 | 0.0% |
| Q2 2025 | 20 | $59.2M | 2,248,372 | 5 | 8 | 3 | 0.0% |
| Q1 2025 | 17 | $57.0M | 2,177,738 | 3 | 5 | 4 | 0.0% |
| Q4 2024 | 20 | $19.0M | 745,143 | 4 | 5 | 6 | 0.0% |
| Q3 2024 | 19 | $18.3M | 683,209 | 3 | 9 | 3 | 0.0% |
| Q2 2024 | 18 | $16.6M | 643,537 | 4 | 6 | 8 | 0.0% |
| Q1 2024 | 19 | $9.9M | 380,218 | 2 | 6 | 7 | 0.0% |
| Q4 2023 | 20 | $9.7M | 368,019 | 2 | 8 | 6 | 0.0% |
| Q3 2023 | 20 | $14.4M | 586,224 | 3 | 9 | 4 | 0.0% |
| Q2 2023 | 18 | $25.7M | 991,430 | 3 | 7 | 4 | 0.0% |
| Q1 2023 | 22 | $21.1M | 805,434 | 2 | 5 | 9 | 0.0% |
| Q4 2022 | 25 | $21.2M | 842,839 | 7 | 7 | 7 | 0.0% |
| Q3 2022 | 27 | $29.1M | 1,206,097 | 4 | 6 | 12 | 0.0% |
| Q2 2022 | 26 | $38.0M | 1,460,046 | 6 | 9 | 6 | 0.0% |
| Q1 2022 | 24 | $42.6M | 1,469,877 | 8 | 9 | 3 | 0.0% |
| Q4 2021 | 23 | $48.4M | 1,583,633 | 13 | 6 | 0 | 0.0% |
| Q3 2021 | 9 | $8.0M | 265,929 | 4 | 4 | 0 | 0.0% |
| Q2 2021 | 5 | $1.0M | 34,185 | 0 | 2 | 2 | 0.0% |
| Q1 2021 | 5 | $1.5M | 53,222 | 2 | 1 | 0 | 0.0% |
| Q4 2020 | 3 | $367.7K | 12,606 | 0 | 0 | 2 | 0.0% |
| Q3 2020 | 4 | $1.6M | 55,932 | 1 | 1 | 1 | 0.0% |
| Q2 2020 | 4 | $5.7M | 215,831 | 2 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $5.7M | 235,400 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $6.8M | 255,400 | 1 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $7.2M | 275,000 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $14.6M | 560,837 | 0 | 1 | 1 | 0.0% |
| Q1 2019 | 2 | $7.3M | 290,417 | 0 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $9.3M | 388,920 | 0 | 0 | 0 | 0.0% |