LQDW Institutional Ownership
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
1W: -2.4%
1M: -3.6%
3M: -6.3%
YTD: -7.6%
1Y: -8.9%
3Y: +1.2%
$22.35
-0.44 (-1.93%)
Weekly Expected Move ±1.2%
$22
$22
$22
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LQDW
49
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
76M
Total Invested
6
New Positions
18
Increased
17
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (56 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 891,169 | 20M | -17,504 | -1.9% | 11Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 454,812 | 10M | +36,397 | +8.7% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 324,075 | 7M | +11,777 | +3.8% | 12Q | SEC ↗ |
| 4 | Sentinel Advisory Group, LLC | 276,852 | 6M | +28,188 | +11.3% | 2Q | SEC ↗ |
| 5 | Kelly Financial Services LLC | 180,681 | 4M | +4,334 | +2.5% | 2Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 153,561 | 3M | +21,186 | +16.0% | 13Q | SEC ↗ |
| 7 | Prime Capital Investment Advisors, LLC | 148,564 | 3M | +5,433 | +3.8% | 13Q | SEC ↗ |
| 8 | ARMSTRONG ADVISORY GROUP, INC | 102,894 | 2M | +10,597 | +11.5% | 3Q | SEC ↗ |
| 9 | MATHER GROUP, LLC. | 94,515 | 2M | -74,180 | -44.0% | 2Q | SEC ↗ |
| 10 | Private Advisor Group, LLC | 55,510 | 1M | -44,109 | -44.3% | 10Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 51,060 | 1M | +7,331 | +16.8% | 11Q | SEC ↗ |
| 12 | HighTower Advisors, LLC NEW | 47,924 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Mirae Asset Global Investments Co., Lt | 30,458 | 681K | +6,613 | +27.7% | 2Q | SEC ↗ |
| 14 | Prosperity Consulting Group, LLC | 29,361 | 656K | -1,494 | -4.8% | 4Q | SEC ↗ |
| 15 | SeaCrest Wealth Management, LLC | 28,500 | 637K | +1,000 | +3.6% | 14Q | SEC ↗ |
| 16 | Nicholas Wealth, LLC. | 25,941 | 580K | +8,351 | +47.5% | 2Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC | 23,837 | 533K | +23,237 | +3872.8% | 4Q | SEC ↗ |
| 18 | DOVER ADVISORS, LLC | 21,292 | 476K | -3,125 | -12.8% | 4Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 21,232 | 475K | -1,784 | -7.8% | 5Q | SEC ↗ |
| 20 | Fortis Capital Advisors, LLC | 20,016 | 447K | -2,183 | -9.8% | 3Q | SEC ↗ |
| 21 | Belpointe Asset Management LLC | 20,016 | 447K | -2,183 | -9.8% | 3Q | SEC ↗ |
| 22 | Lloyd Advisory Services, LLC. NEW | 19,237 | 430K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MGO ONE SEVEN LLC | 18,259 | 408K | — | +0.0% | 2Q | SEC ↗ |
| 24 | Coordinated Financial Services, Inc. | 16,308 | 364K | +852 | +5.5% | 4Q | SEC ↗ |
| 25 | IMA Advisory Services, Inc. NEW | 15,401 | 344K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 13,543 | 303K | +2,175 | +19.1% | 3Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 11,710 | 262K | +559 | +5.0% | 5Q | SEC ↗ |
| 28 | Comprehensive Financial Consultants In | 11,660 | 261K | — | +0.0% | 12Q | SEC ↗ |
| 29 | PRIVATE TRUST CO NA | 11,600 | 259K | — | +0.0% | 4Q | SEC ↗ |
| 30 | INDEPENDENT FINANCIAL GROUP, LLC | 10,994 | 246K | -1,859 | -14.5% | 6Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC | 10,951 | 245K | -6,696 | -37.9% | 3Q | SEC ↗ |
| 32 | CRA Financial Services, LLC | 9,240 | 207K | +21 | +0.2% | 2Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 9,000 | 201K | — | +0.0% | 14Q | SEC ↗ |
| 34 | Avidian Wealth Enterprises, LLC | 8,786 | 196K | — | +0.0% | 5Q | SEC ↗ |
| 35 | Aptus Capital Advisors, LLC | 884 | 20K | — | +0.0% | 13Q | SEC ↗ |
| 36 | ASSETMARK, INC | 744 | 17K | — | +0.0% | 2Q | SEC ↗ |
| 37 | Red Tortoise LLC | 669 | 15K | +11 | +1.7% | 4Q | SEC ↗ |
| 38 | AE Wealth Management LLC NEW | 627 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 306 | 7K | +6 | +2.0% | 8Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 295 | 7K | +295 | — | 5Q | SEC ↗ |
| 41 | NATIONAL BANK OF CANADA /FI | 150 | 3K | — | +0.0% | 7Q | SEC ↗ |
| 42 | WealthShield Partners, LLC | 141 | 3K | -25,596 | -99.5% | 7Q | SEC ↗ |
| 43 | Sunbelt Securities, Inc. | 139 | 3K | -139 | -50.0% | 3Q | SEC ↗ |
| 44 | Triumph Capital Management | 131 | 3K | +100 | +322.6% | 4Q | SEC ↗ |
| 45 | IFP Advisors, Inc NEW | 66 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 46 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 47 | HRT FINANCIAL LP | 0 | 0K | -12,646 | -100.0% | 1Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 0 | 0K | -16,940 | -100.0% | 1Q | SEC ↗ |
| 49 | OLD MISSION CAPITAL LLC | 0 | 0K | -13,088 | -100.0% | 1Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 0 | 0K | -178,898 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| HighTower Advisors, LLC | 47,924 | 1M |
| Lloyd Advisory Services, LLC. | 19,237 | 430K |
| IMA Advisory Services, Inc. | 15,401 | 344K |
| AE Wealth Management LLC | 627 | 14K |
| IFP Advisors, Inc | 66 | 1K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 178,898 | 4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,081 | 829K |
| Janney Montgomery Scott LLC | 16,940 | 379K |
| OLD MISSION CAPITAL LLC | 13,088 | 293K |
| HRT FINANCIAL LP | 12,646 | 283K |
| BlackRock, Inc. | 2,000 | 45K |
| Advisory Services Network, LLC | 1,450 | 32K |
| Steward Partners Investment Advisor | 687 | 15K |
| TUCKER ASSET MANAGEMENT LLC | 568 | 13K |
| Destiny Wealth Partners, LLC | 14 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +36,397 | +8.7% | 454,812 |
| Sentinel Advisory Group, LLC | +28,188 | +11.3% | 276,852 |
| Farther Finance Advisors, LLC | +23,237 | +3872.8% | 23,837 |
| STIFEL FINANCIAL CORP | +21,186 | +16.0% | 153,561 |
| LPL Financial LLC | +11,777 | +3.8% | 324,075 |
| ARMSTRONG ADVISORY GROUP, INC | +10,597 | +11.5% | 102,894 |
| Nicholas Wealth, LLC. | +8,351 | +47.5% | 25,941 |
| OSAIC HOLDINGS, INC. | +7,331 | +16.8% | 51,060 |
| Mirae Asset Global Investments Co., | +6,613 | +27.7% | 30,458 |
| Prime Capital Investment Advisors, | +5,433 | +3.8% | 148,564 |
| Kelly Financial Services LLC | +4,334 | +2.5% | 180,681 |
| Cetera Investment Advisers | +2,175 | +19.1% | 13,543 |
| SeaCrest Wealth Management, LLC | +1,000 | +3.6% | 28,500 |
| Coordinated Financial Services, Inc | +852 | +5.5% | 16,308 |
| HARBOUR INVESTMENTS, INC. | +559 | +5.0% | 11,710 |
| WELLS FARGO & COMPANY/MN | +295 | — | 295 |
| Triumph Capital Management | +100 | +322.6% | 131 |
| CRA Financial Services, LLC | +21 | +0.2% | 9,240 |
| Red Tortoise LLC | +11 | +1.7% | 669 |
| ROYAL BANK OF CANADA | +6 | +2.0% | 306 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | -74,180 | -44.0% | 94,515 |
| Private Advisor Group, LLC | -44,109 | -44.3% | 55,510 |
| WealthShield Partners, LLC | -25,596 | -99.5% | 141 |
| BANK OF AMERICA CORP /DE | -17,504 | -1.9% | 891,169 |
| CITADEL ADVISORS LLC | -6,696 | -37.9% | 10,951 |
| DOVER ADVISORS, LLC | -3,125 | -12.8% | 21,292 |
| Belpointe Asset Management LLC | -2,183 | -9.8% | 20,016 |
| Fortis Capital Advisors, LLC | -2,183 | -9.8% | 20,016 |
| INDEPENDENT FINANCIAL GROUP, LLC | -1,859 | -14.5% | 10,994 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,784 | -7.8% | 21,232 |
| Prosperity Consulting Group, LLC | -1,494 | -4.8% | 29,361 |
| Sunbelt Securities, Inc. | -139 | -50.0% | 139 |