Vault-13

ISHARES U S ETF TR LQDH

INT RT HDG C B · ETP · CUSIP 46431W705

103 institutional holders -3 vs Q2 2025
3,871,2783.9m shares reported held*
$362.1mreported value*
15 new 48 added 29 reduced 14 sold out net sold ≈ $6.7m (-71.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $93.53.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 115Q4 22: 109Q1 23: 86Q2 23: 71Q3 23: 65Q4 23: 70Q1 24: 75Q2 24: 76Q3 24: 83Q4 24: 93Q1 25: 100Q2 25: 106Q3 25: 103103Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022115
Q4 2022109
Q1 202386
Q2 202371
Q3 202365
Q4 202370
Q1 202475
Q2 202476
Q3 202483
Q4 202493
Q1 2025100
Q2 2025106
Q3 2025103

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 34 bought or addedQ4 23: 25 cut or sold outQ1 24: 41 bought or addedQ1 24: 28 cut or sold outQ1 24Q2 24: 38 bought or addedQ2 24: 31 cut or sold outQ3 24: 50 bought or addedQ3 24: 26 cut or sold outQ3 24Q4 24: 38 bought or addedQ4 24: 39 cut or sold outQ1 25: 65 bought or addedQ1 25: 29 cut or sold outQ1 25Q2 25: 71 bought or addedQ2 25: 38 cut or sold outQ3 25: 63 bought or addedQ3 25: 43 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233425
Q1 20244128
Q2 20243831
Q3 20245026
Q4 20243839
Q1 20256529
Q2 20257138
Q3 20256343

Biggest buyers

LPL Financial LLC Added +60,375+60.4k
RAYMOND JAMES FINANCIAL INC Added +37,448+37.4k
ENVESTNET ASSET MANAGEMENT INC Added +35,992+36.0k
Destination Wealth Management Added +34,064+34.1k
Betterment LLC New +19,127+19.1k
AdvisorNet Financial, Inc Added +13,560+13.6k
Sanctuary Advisors, LLC Added +12,225+12.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO New +11,080+11.1k
Beacon Pointe Advisors, LLC Added +10,582+10.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +10,432+10.4k

Biggest sellers

Leo Wealth, LLC Reduced -127,989-128.0k
Integrated Wealth Concepts LLC Sold out -43,505-43.5k
ASSETMARK, INC Reduced -42,580-42.6k
BANK OF AMERICA CORP /DE/ Reduced -38,032-38.0k
Rockefeller Capital Management L.P. Reduced -22,055-22.1k
ROYAL BANK OF CANADA Reduced -20,723-20.7k
COMMONWEALTH EQUITY SERVICES, LLC Sold out -18,503-18.5k
JPMORGAN CHASE & CO Reduced -18,150-18.1k
BEACON FINANCIAL GROUP Reduced -16,427-16.4k
OSAIC HOLDINGS, INC. Reduced -14,933-14.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 2.21% of their portfolio Walnut Creek, CA 857,526857.5k $80.2m $80.2m 2.21% Added +34.1k +34,064
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 431,504431.5k $40.4m $40.4m 0.01% Added +36.0k +35,992
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 348,896348.9k $32.6m $32.6m 0.01% Added +60.4k +60,375
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 283,957284.0k $26.6m $26.6m 0.00% Reduced -38.0k -38,032
5 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 151,953152.0k $14.2m $14.2m 0.04% Reduced -797 -797
6 SCOTIA CAPITAL INC. 0.05% of their portfolio TORONTO, A6 133,048133.0k $12.4m $12.4m 0.05% Added +7.1k +7,081
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 129,647129.6k $12.1m $12.1m 0.00% Added +6.5k +6,490
8 Leo Wealth, LLC 1.37% of their portfolio HURST, TX 112,721112.7k $10.5m $10.5m 1.37% Reduced -128.0k -127,989
9 Capital Investment Advisory Services, LLC 0.80% of their portfolio RALEIGH, NC 107,444107.4k $10.1m $10.1m 0.80% Added +5.3k +5,313
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 79,95880.0k $7.5m $7.5m 0.00% Added +2.0k +1,955
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 73,36073.4k $6.9m $6.9m 0.00% Added +37.4k +37,448
12 Foundations Investment Advisors, LLC 0.08% of their portfolio PHOENIX, AZ 57,05757.1k $5.3m $5.3m 0.08% Added +2.7k +2,679
13 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 55,30555.3k $5.2m $5.2m 0.00% Added +1.6k +1,597
14 BEACON FINANCIAL GROUP 0.49% of their portfolio DALLAS, TX 53,11753.1k $5.0m $5.0m 0.49% Reduced -16.4k -16,427
15 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 52,15552.2k $4.9m $4.9m 0.05% Added +5.4k +5,396
16 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 52,03652.0k $4.8m $4.8m 0.01% Reduced -14.9k -14,933
17 AdvisorNet Financial, Inc 0.26% of their portfolio MINNETONKA, MN 49,72349.7k $4.7m $4.7m 0.26% Added +13.6k +13,560
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 44,33444.3k $4.1m $4.1m 0.01% Added +10.4k +10,432
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 38,83438.8k $3.6m $3.6m 0.00% Added +5.1k +5,100
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 36,73636.7k $3.4m $3.4m 0.00% Reduced -18.1k -18,150
21 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 36,43536.4k $3.4m $3.4m 0.01% Reduced -42.6k -42,580
22 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 36,42736.4k $3.4m $3.4m 0.01% Reduced -22.1k -22,055
23 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 33,71333.7k $3.2m $3.2m 0.04% Added +1.8k +1,798
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 29,75429.8k $2.8m $2.8m 0.00% Added +9.0k +8,999
25 COLUMBIA ADVISORY PARTNERS LLC 1.84% of their portfolio SPOKANE, WA 28,47628.5k $2.7m $2.7m 1.84% Reduced -3.4k -3,434
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,23128.2k $2.6m $2.6m 0.01% Added +2.0k +1,984
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,67826.7k $2.5m $2.5m 0.00% Added +7.3k +7,266
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,38926.4k $2.5m $2.5m 0.00% Reduced -20.7k -20,723
29 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 26,13226.1k $2.4m $2.4m 0.01% Added +12.2k +12,225
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 25,27425.3k $2.4m $2.4m 0.02% Reduced -417 -417
31 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 25,23725.2k $2.4m $2.4m 0.01% Added +984 +984
32 Red Wave Investments LLC 0.65% of their portfolio DILLSBURG, PA 22,75822.8k $2.1m $2.1m 0.65% Unchanged
33 WCG Wealth Advisors LLC 0.12% of their portfolio LAS VEGAS, NV 19,78719.8k $1.9m $1.9m 0.12% Reduced -134 -134
34 Betterment LLC 0.00% of their portfolio NEW YORK, NY 19,12719.1k $1.8m $1.8m 0.00% New
35 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 19,04919.0k $1.8m $1.8m 0.01% Added +2.7k +2,744
36 ORG Partners LLC 0.28% of their portfolio ROANOKE, IN 16,37916.4k $1.5m $1.5m 0.28% Added +88 +88
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,76015.8k $1.5m $1.5m 0.00% Added +1.6k +1,644
38 Able Wealth Management LLC 0.55% of their portfolio Toms River, NJ 15,63015.6k $1.5m $1.5m 0.55% Added +1.8k +1,789
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,58415.6k $1.5m $1.5m 0.00% Added +6.7k +6,733
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,37115.4k $1.4m $1.4m 0.00% Added +82 +82
41 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 15,21915.2k $1.4m $1.4m 0.03% Added +1.0k +1,015
42 Alpine Bank Wealth Management 0.19% of their portfolio GRAND JUNCTION, CO 14,72214.7k $1.4m $1.4m 0.19% Reduced -3.3k -3,333
43 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 14,71214.7k $1.4m $1.4m 0.01% Added +10.6k +10,582
44 Twelve Points Wealth Management LLC 0.31% of their portfolio CONCORD, MA 13,31913.3k $1.2m $1.2m 0.31% Added +7.3k +7,251
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11,08011.1k $1.0m $1.0m 0.00% New
46 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 10,40410.4k $973.2k $973.2k 0.02% Added +2.5k +2,507
47 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,02910.0k $938.2k $938.2k 0.00% Reduced -83 -83
48 MILESTONE ASSET MANAGEMENT, LLC 0.16% of their portfolio PITTSBURGH, PA 9,1319.1k $854.2k $854.2k 0.16% Added +1.8k +1,836
49 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 8,9398.9k $836.2k $836.2k 0.03% New
50 GWN SECURITIES INC. 0.19% of their portfolio Palm Beach Gardens, FL 8,8978.9k $835.1k $835.1k 0.19% Reduced -1.3k -1,307
51 Trilogy Capital Inc. 0.04% of their portfolio IRVINE, CA 8,2198.2k $768.9k $768.9k 0.04% Reduced -1.7k -1,656
52 MTM FINANCIAL GROUP, LLC 0.34% of their portfolio BETHLEHEM, PA 7,3557.4k $688.0k $688.0k 0.34% Reduced -13.8k -13,770
53 Coastal Bridge Advisors, LLC 0.05% of their portfolio WESTPORT, CT 6,7696.8k $633.2k $633.2k 0.05% Added +41 +41
54 Transamerica Financial Advisors, LLC 0.05% of their portfolio CEDAR RAPIDS, IA 6,2146.2k $581.2k $581.2k 0.05% New
55 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,1946.2k $579.4k $579.4k 0.01% Added +389 +389
56 McAdam, LLC 0.03% of their portfolio Philadelphia, PA 5,4345.4k $508.3k $508.3k 0.03% Reduced -798 -798
57 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,2475.2k $490.8k $490.8k 0.00% Added +1.0k +1,026
58 Founders Financial Alliance, LLC 0.09% of their portfolio RALEIGH, NC 5,1835.2k $484.8k $484.8k 0.09% Reduced -64 -64
59 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,1755.2k $484.1k $484.1k 0.01% Reduced -126 -126
60 Two West Capital Advisors LLC 0.26% of their portfolio Overland Park, KS 4,6634.7k $437.0k $437.0k 0.26% Added +100 +100
61 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 4,5784.6k $428.3k $428.3k 0.01% Added +65 +65
62 Maridea Wealth Management LLC 0.06% of their portfolio BROOKLYN, NY 4,2304.2k $394.7k $394.7k 0.06% Added +850 +850
63 Keebeck Wealth Management 0.04% of their portfolio Chicago, IL 3,8843.9k $363.3k $363.3k 0.04% New
64 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,8733.9k $362.4k $362.4k 0.00% Reduced -2.2k -2,228
65 Guardian Partners Inc. 0.03% of their portfolio TORONTO, Z4 3,8343.8k $359.1k $359.1k 0.03% Unchanged
66 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,5913.6k $336.0k $336.0k 0.01% Added +257 +257
67 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,0453.0k $284.9k $284.9k 0.01% Added +83 +83
68 GC Wealth Management RIA, LLC 0.01% of their portfolio Cambridge, MA 3,0423.0k $284.6k $284.6k 0.01% Added +83 +83
69 Vista Cima Wealth Management LLC 0.23% of their portfolio SURPRISE, AZ 2,9052.9k $271.8k $271.8k 0.23% Added +91 +91
70 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 2,8212.8k $263.9k $263.9k 0.01% Added +40 +40
71 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 2,6842.7k $251.1k $251.1k 0.02% Reduced -1.3k -1,272
72 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 2,5392.5k $236.5k $236.5k 0.01% Added +352 +352
73 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,5182.5k $235.5k $235.5k 0.00% Unchanged
74 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 2,4632.5k $230.4k $230.4k 0.01% Unchanged
75 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 2,2952.3k $214.7k $214.7k 0.00% New
76 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 2,2832.3k $213.5k $213.5k 0.01% New
77 West Wealth Group, LLC 0.05% of their portfolio Irvine, CA 2,2722.3k $212.1k $212.1k 0.05% New
78 FSA Advisors, Inc. 0.16% of their portfolio TROY, MI 2,1572.2k $201.8k $201.8k 0.16% Reduced -816 -816
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7121.7k $160.2k $160.2k 0.00% Added +348 +348
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,4041.4k $131.3k $131.3k 0.00% Reduced -62 -62
81 Anfield Capital Management, LLC 0.04% of their portfolio IRVINE, CA 1,3041.3k $122.0k $122.0k 0.04% Unchanged
82 Mascoma Wealth Management LLC 0.02% of their portfolio HANOVER, NH 870870 $81.4k $81.4k 0.02% Unchanged
83 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 550550 $51.5k $51.5k 0.02% Added +8 +8
84 COMERICA BANK 0.00% of their portfolio DALLAS, TX 321321 $30.0k $30.0k 0.00% Added +15 +15
85 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 272272 $25.4k $25.4k 0.00% Added +54 +54
86 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 200200 $18.7k $18.7k 0.01% Added +100 +100
87 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 185185 $17.3k $17.3k 0.00% New
88 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 175175 $16.4k $16.4k 0.00% New
89 FMR LLC 0.00% of their portfolio BOSTON, MA 150150 $14.0k $14.0k 0.00% New
90 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 143143 $13.4k $13.4k 0.00% Reduced -2.3k -2,326
91 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 112112 $10.5k $10.5k 0.00% New
92 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 104104 $9.7k $9.7k 0.00% New
93 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 8787 $8.1k $8.1k 0.00% Unchanged
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7878 $7.3k $7.3k 0.00% Unchanged
95 Park Square Financial Group, LLC 0.02% of their portfolio ROSWELL, GA 4848 $4.5k $4.5k 0.02% Reduced -70 -70
96 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3434 $3.2k $3.2k 0.00% Unchanged
97 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3232 $3.0k $3.0k 0.00% Unchanged
98 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 2828 $2.6k $2.6k 0.00% Reduced -34 -34
99 MOTCO 0.00% of their portfolio SAN ANTONIO, TX 2020 $1.9k $1.9k 0.00% New
100 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1212 $1.1k $1.1k 0.00% New