LQDH Institutional Ownership
iShares Interest Rate Hedged Corporate Bond ETF
1W: -0.5%
1M: -0.2%
3M: -0.8%
YTD: -0.4%
1Y: -0.2%
3Y: +16.9%
5Y: +22.4%
$92.16
-0.50 (-0.54%)
Weekly Expected Move ±0.4%
$91
$92
$92
$93
$93
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LQDH
117
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
316M
Total Invested
15
New Positions
35
Increased
56
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (135 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 967,931 | $89M | +38,286 | +4.1% | 21Q | SEC ↗ |
| 2 | LPL Financial LLC | 396,750 | $37M | +30,849 | +8.4% | 44Q | SEC ↗ |
| 3 | MORGAN STANLEY | 348,308 | $32M | +126,589 | +57.1% | 28Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 331,327 | $31M | +38,463 | +13.1% | 15Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 153,334 | $14M | +84,932 | +124.2% | 7Q | SEC ↗ |
| 6 | Twelve Points Wealth Management LLC | 123,444 | $11M | +10,248 | +9.1% | 5Q | SEC ↗ |
| 7 | Capital Investment Advisory Services, | 115,582 | $11M | +1,230 | +1.1% | 20Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 113,395 | $10M | -74,943 | -39.8% | 31Q | SEC ↗ |
| 9 | Harbour Wealth Management Group, Inc. | 106,109 | $10M | +1,662 | +1.6% | 3Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 75,945 | $7M | +13,267 | +21.2% | 25Q | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 45,130 | $4M | +2,560 | +6.0% | 25Q | SEC ↗ |
| 12 | Founders Financial Alliance, LLC | 43,652 | $4M | -9,465 | -17.8% | 24Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 43,342 | $4M | +1,387 | +3.3% | 26Q | SEC ↗ |
| 14 | UBS Group AG | 41,912 | $4M | -9,518 | -18.5% | 38Q | SEC ↗ |
| 15 | Savvy Advisors, Inc. | 38,798 | $4M | +3,956 | +11.4% | 3Q | SEC ↗ |
| 16 | BANK OF MONTREAL /CAN | 33,788 | $3M | -22,472 | -39.9% | 25Q | SEC ↗ |
| 17 | Clark Capital Management Group, Inc. NEW | 30,185 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC | 26,950 | $2M | -954 | -3.4% | 10Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 25,836 | $2M | -1,153 | -4.3% | 4Q | SEC ↗ |
| 20 | WCG Wealth Advisors LLC | 24,788 | $2M | +2,915 | +13.3% | 16Q | SEC ↗ |
| 21 | Red Wave Investments LLC | 21,013 | $2M | -656 | -3.0% | 18Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 19,082 | $2M | +60 | +0.3% | 19Q | SEC ↗ |
| 23 | COLUMBIA ADVISORY PARTNERS LLC | 18,768 | $2M | -16 | -0.1% | 9Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 18,102 | $2M | -3,133 | -14.8% | 3Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 17,973 | $2M | +2,324 | +14.9% | 9Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 14,358 | $1M | -93 | -0.6% | 10Q | SEC ↗ |
| 27 | MILESTONE ASSET MANAGEMENT, LLC | 13,421 | $1M | +1,387 | +11.5% | 7Q | SEC ↗ |
| 28 | Stratos Investment Management, LLC | 10,806 | $996K | +1,069 | +11.0% | 4Q | SEC ↗ |
| 29 | Beacon Pointe Advisors, LLC | 10,639 | $980K | -3,282 | -23.6% | 6Q | SEC ↗ |
| 30 | SCOTIA CAPITAL INC. | 10,570 | $974K | +422 | +4.2% | 20Q | SEC ↗ |
| 31 | Betterment LLC | 10,499 | $968K | -13,503 | -56.3% | 4Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 10,487 | $966K | -10,385 | -49.8% | 8Q | SEC ↗ |
| 33 | &PARTNERS NEW | 9,962 | $918K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Leo Wealth, LLC | 9,857 | $908K | -252,518 | -96.2% | 10Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 9,170 | $845K | -1,893 | -17.1% | 9Q | SEC ↗ |
| 36 | Trilogy Capital Inc. | 7,313 | $674K | -43 | -0.6% | 15Q | SEC ↗ |
| 37 | McAdam, LLC | 7,047 | $649K | +1,760 | +33.3% | 7Q | SEC ↗ |
| 38 | INDEPENDENT FINANCIAL GROUP, LLC | 6,258 | $577K | +6 | +0.1% | 8Q | SEC ↗ |
| 39 | Coastal Bridge Advisors, LLC | 5,851 | $539K | -227 | -3.7% | 6Q | SEC ↗ |
| 40 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,835 | $538K | +1,077 | +22.6% | 2Q | SEC ↗ |
| 41 | Alpine Bank Wealth Management | 5,593 | $515K | +133 | +2.4% | 6Q | SEC ↗ |
| 42 | OPPENHEIMER & CO INC | 5,471 | $504K | +167 | +3.1% | 4Q | SEC ↗ |
| 43 | PARK AVENUE SECURITIES LLC | 5,092 | $469K | -1,584 | -23.7% | 8Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 4,897 | $451K | +475 | +10.7% | 5Q | SEC ↗ |
| 45 | GWN SECURITIES INC. | 4,657 | $429K | -1,696 | -26.7% | 7Q | SEC ↗ |
| 46 | Global Retirement Partners, LLC NEW | 4,362 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Wealthcare Advisory Partners LLC | 4,092 | $377K | -2,843 | -41.0% | 21Q | SEC ↗ |
| 48 | BEACON FINANCIAL GROUP | 3,984 | $367K | — | +0.0% | 11Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 3,689 | $340K | +404 | +12.3% | 18Q | SEC ↗ |
| 50 | Maridea Wealth Management LLC | 3,526 | $325K | -284 | -7.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Clark Capital Management Group, Inc | 30,185 | $3M |
| &PARTNERS | 9,962 | $918K |
| Global Retirement Partners, LLC | 4,362 | $402K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,776 | $256K |
| PRINCIPAL SECURITIES, INC. | 2,644 | $244K |
| Diversify Advisory Services, LLC | 2,644 | $244K |
| Equitable Holdings, Inc. | 2,541 | $234K |
| Capital Square, LLC | 2,280 | $210K |
| Integrated Wealth Concepts LLC | 845 | $78K |
| Qube Research & Technologies Ltd | 359 | $33K |
| Cape Investment Advisory, Inc. | 316 | $29K |
| IFG Advisory, LLC | 31 | $3K |
| Cornerstone Planning Group LLC | 11 | $1K |
| US BANCORP \DE | 4 | $0K |
| FMR LLC | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 59,857 | $6M |
| OneDigital Investment Advisors LLC | 51,260 | $5M |
| Prime Capital Investment Advisors, | 40,263 | $4M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 25,463 | $2M |
| HRT FINANCIAL LP | 18,989 | $2M |
| Bank of New York Mellon Corp | 7,668 | $707K |
| EFG International AG | 6,605 | $609K |
| Spectrum Planning & Advisory Servic | 4,950 | $456K |
| TWO SIGMA SECURITIES, LLC | 4,268 | $393K |
| Envestnet Portfolio Solutions, Inc. | 3,301 | $304K |
| GeoWealth Management, LLC | 3,163 | $292K |
| GC Wealth Management RIA, LLC | 3,160 | $291K |
| Vista Cima Wealth Management LLC | 2,932 | $270K |
| Keebeck Wealth Management | 2,688 | $248K |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,683 | $247K |
| Two West Capital Advisors LLC | 2,588 | $239K |
| Empirical Financial Services, LLC d | 2,444 | $225K |
| ONE Advisory Partners, LLC | 2,419 | $223K |
| FSA Advisors, Inc. | 2,373 | $219K |
| West Wealth Group, LLC | 2,287 | $211K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Leo Wealth, LLC | -252,518 | -96.2% | 9,857 |
| ENVESTNET ASSET MANAGEMENT INC | -74,943 | -39.8% | 113,395 |
| ROYAL BANK OF CANADA | -24,182 | -90.0% | 2,685 |
| BANK OF MONTREAL /CAN | -22,472 | -39.9% | 33,788 |
| Betterment LLC | -13,503 | -56.3% | 10,499 |
| JANE STREET GROUP, LLC | -10,385 | -49.8% | 10,487 |
| UBS Group AG | -9,518 | -18.5% | 41,912 |
| Founders Financial Alliance, LLC | -9,465 | -17.8% | 43,652 |
| Able Wealth Management LLC | -5,794 | -71.1% | 2,359 |
| Beacon Pointe Advisors, LLC | -3,282 | -23.6% | 10,639 |
| CITADEL ADVISORS LLC | -3,133 | -14.8% | 18,102 |
| MTM FINANCIAL GROUP, LLC | -3,009 | -49.9% | 3,016 |
| Wealthcare Advisory Partners LLC | -2,843 | -41.0% | 4,092 |
| Sanctuary Advisors, LLC | -1,893 | -17.1% | 9,170 |
| GWN SECURITIES INC. | -1,696 | -26.7% | 4,657 |
| PARK AVENUE SECURITIES LLC | -1,584 | -23.7% | 5,092 |
| Transamerica Financial Advisors, LL | -1,214 | -98.2% | 22 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,153 | -4.3% | 25,836 |
| Janney Montgomery Scott LLC | -954 | -3.4% | 26,950 |
| AdvisorNet Financial, Inc | -720 | -35.9% | 1,288 |