ISHARES TR (LQDW)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
43
Reporting holders
$75.8M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $21.4M | 891,169 | 0.00% | 11q | -1.9%-$420.5K |
| RAYMOND JAMES FINANCIAL INC | $10.9M | 454,812 | 0.00% | 7q | +8.7%+$874.4K |
| LPL Financial LLC | $7.8M | 324,075 | 0.00% | 12q | +3.8%+$282.9K |
| Sentinel Advisory Group, LLC | $6.7M | 276,852 | 2.72% | 2q | +11.3%+$677.2K |
| Kelly Financial Services LLC | $4.3M | 180,681 | 0.93% | 2q | +2.5%+$104.1K |
| STIFEL FINANCIAL CORP | $3.7M | 153,561 | 0.00% | 13q | +16.0%+$509.0K |
| Prime Capital Investment Advisors, LLC | $3.6M | 148,564 | 0.03% | 13q | +3.8%+$130.5K |
| ARMSTRONG ADVISORY GROUP, INC | $2.5M | 102,894 | 0.15% | 3q | +11.5%+$254.6K |
| MATHER GROUP, LLC. | $2.3M | 94,515 | 0.02% | 2q | -44.0%-$1.8M |
| Private Advisor Group, LLC | $1.3M | 55,510 | 0.01% | 10q | -44.3%-$1.1M |
| OSAIC HOLDINGS, INC. | $1.2M | 51,060 | 0.00% | 11q | +16.8%+$176.1K |
| HighTower Advisors, LLC | $1.2M | 47,924 | 0.00% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $731.8K | 30,458 | 0.00% | 2q | -36.1%-$414.0K |
| Prosperity Consulting Group, LLC | $705.4K | 29,361 | 0.03% | 4q | -4.8%-$35.9K |
| SeaCrest Wealth Management, LLC | $684.7K | 28,500 | 0.08% | 14q | +3.6%+$24.0K |
| Nicholas Wealth, LLC. | $623.2K | 25,941 | 0.34% | 2q | +47.5%+$200.6K |
| Farther Finance Advisors, LLC | $572.7K | 23,837 | 0.00% | 4q | +3872.8%+$558.3K |
| DOVER ADVISORS, LLC | $522.8K | 21,292 | 0.21% | 4q | -12.8%-$76.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $501.5K | 21,232 | 0.00% | 5q | -7.8%-$42.1K |
| Belpointe Asset Management LLC | $480.9K | 20,016 | 0.02% | 3q | -9.8%-$52.4K |
| Fortis Capital Advisors, LLC | $480.9K | 20,016 | 0.05% | 3q | -9.8%-$52.4K |
| Lloyd Advisory Services, LLC. | $462.2K | 19,237 | 0.18% | new | NEW |
| MGO ONE SEVEN LLC | $438.7K | 18,259 | 0.01% | 2q | HELD |
| IMA Advisory Services, Inc. | $370.0K | 15,401 | 0.02% | new | NEW |
| Cetera Investment Advisers | $325.4K | 13,543 | 0.00% | 3q | +19.1%+$52.3K |
| HARBOUR INVESTMENTS, INC. | $281.3K | 11,710 | 0.00% | 5q | +5.0%+$13.4K |
| Comprehensive Financial Consultants Institutional, Inc. | $280.1K | 11,660 | 0.07% | 12q | HELD |
| PRIVATE TRUST CO NA | $278.7K | 11,600 | 0.02% | 4q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $264.1K | 10,994 | 0.00% | 6q | -14.5%-$44.7K |
| CITADEL ADVISORS LLC | $263.1K | 10,951 | 0.00% | 3q | -37.9%-$160.9K |
| CRA Financial Services, LLC | $222.0K | 9,240 | 0.03% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $216.2K | 9,000 | 0.00% | 14q | HELD |
| Avidian Wealth Enterprises, LLC | $211.1K | 8,786 | 0.01% | 5q | HELD |
| Aptus Capital Advisors, LLC | $21.2K | 884 | 0.00% | 13q | HELD |
| ASSETMARK, INC | $17.9K | 744 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $15.1K | 627 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $7.1K | 295 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $7.0K | 306 | 0.00% | 8q | +2.0% |
| NATIONAL BANK OF CANADA /FI/ | $3.6K | 150 | 0.00% | 7q | HELD |
| WealthShield Partners, LLC | $3.4K | 141 | 0.00% | 7q | -99.5%-$616.3K |
| Triumph Capital Management | $3.1K | 131 | 0.00% | 4q | +322.6%+$2.4K |
| IFP Advisors, Inc | $1.6K | 66 | 0.00% | new | NEW |
| MORGAN STANLEY | $30 | 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 | 43 | $75.8M | 3,155,996 | 6 | 15 | 12 | 0.0% |
| Q1 2026 | 45 | $76.6M | 3,168,046 | 9 | 18 | 8 | 0.0% |
| Q4 2025 | 40 | $66.9M | 2,724,682 | 10 | 17 | 6 | 0.0% |
| Q3 2025 | 34 | $53.2M | 2,106,396 | 7 | 14 | 7 | 0.0% |
| Q2 2025 | 30 | $47.9M | 1,879,389 | 8 | 10 | 7 | 0.0% |
| Q1 2025 | 24 | $45.9M | 1,744,533 | 3 | 14 | 1 | 0.0% |
| Q4 2024 | 25 | $36.3M | 1,380,112 | 6 | 7 | 5 | 0.0% |
| Q3 2024 | 21 | $29.6M | 1,042,464 | 3 | 10 | 4 | 0.0% |
| Q2 2024 | 24 | $35.0M | 1,242,021 | 7 | 7 | 9 | 0.0% |
| Q1 2024 | 21 | $30.0M | 1,023,215 | 5 | 8 | 5 | 0.0% |
| Q4 2023 | 19 | $26.0M | 876,544 | 6 | 8 | 3 | 0.0% |
| Q3 2023 | 21 | $36.3M | 1,151,309 | 8 | 9 | 2 | 0.0% |
| Q2 2023 | 14 | $14.2M | 421,935 | 7 | 6 | 0 | 0.0% |
| Q1 2023 | 9 | $8.9M | 256,696 | 5 | 3 | 1 | 0.0% |
| Q4 2022 | 6 | $6.9M | 203,853 | 4 | 0 | 2 | 0.0% |
| Q3 2022 | 3 | $13.2M | 358,086 | 3 | 0 | 0 | 0.0% |