Vault-13

ISHARES U S ETF TR LQDH

INT RT HDG C B · ETP · CUSIP 46431W705

114 institutional holders +11 vs Q3 2025
4,059,4214.1m shares reported held*
$379.0mreported value*
16 new 50 added 32 reduced 9 sold out net bought ≈ $8.6m (+91.7k 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 ≈ $93.36.

Trends to Q4 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: 103Q4 25: 114114Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025114

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 41 bought or addedQ1 24: 28 cut or sold outQ2 24: 38 bought or addedQ2 24: 31 cut or sold outQ2 24Q3 24: 50 bought or addedQ3 24: 26 cut or sold outQ4 24: 38 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 29 cut or sold outQ2 25: 71 bought or addedQ2 25: 38 cut or sold outQ2 25Q3 25: 63 bought or addedQ3 25: 43 cut or sold outQ4 25: 66 bought or addedQ4 25: 41 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244128
Q2 20243831
Q3 20245026
Q4 20243839
Q1 20256529
Q2 20257138
Q3 20256343
Q4 20256641

Biggest buyers

Leo Wealth, LLC Added +149,654+149.7k
LPL Financial LLC Added +45,039+45.0k
Twelve Points Wealth Management LLC Added +42,133+42.1k
Destination Wealth Management Added +34,888+34.9k
Savvy Advisors, Inc. New +31,455+31.5k
MORGAN STANLEY Added +19,512+19.5k
MML INVESTORS SERVICES, LLC Added +15,878+15.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +13,278+13.3k
CITADEL ADVISORS LLC New +10,880+10.9k
UBS Group AG Added +8,178+8.2k

Biggest sellers

SCOTIA CAPITAL INC. Reduced -121,362-121.4k
Foundations Investment Advisors, LLC Sold out -57,057-57.1k
AdvisorNet Financial, Inc Reduced -46,781-46.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -44,334-44.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -19,834-19.8k
JPMORGAN CHASE & CO Reduced -16,394-16.4k
ASSETMARK, INC Reduced -11,566-11.6k
OSAIC HOLDINGS, INC. Reduced -10,861-10.9k
COLUMBIA ADVISORY PARTNERS LLC Reduced -7,388-7.4k
Sanctuary Advisors, LLC Reduced -5,108-5.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 2.18% of their portfolio Walnut Creek, CA 892,414892.4k $83.3m $83.3m 2.18% Added +34.9k +34,888
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 411,670411.7k $38.4m $38.4m 0.01% Reduced -19.8k -19,834
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 393,935393.9k $36.8m $36.8m 0.01% Added +45.0k +45,039
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 282,528282.5k $26.4m $26.4m 0.00% Reduced -1.4k -1,429
5 Leo Wealth, LLC 1.78% of their portfolio HURST, TX 262,375262.4k $24.5m $24.5m 1.78% Added +149.7k +149,654
6 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 167,831167.8k $15.7m $15.7m 0.04% Added +15.9k +15,878
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 137,825137.8k $12.9m $12.9m 0.00% Added +8.2k +8,178
8 Capital Investment Advisory Services, LLC 0.72% of their portfolio RALEIGH, NC 109,515109.5k $10.2m $10.2m 0.72% Added +2.1k +2,071
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 99,47099.5k $9.3m $9.3m 0.00% Added +19.5k +19,512
10 Harbour Wealth Management Group, Inc. 7.01% of their portfolio DANIEL ISLAND, SC 95,99196.0k $9.0m $9.0m 7.01% First filing
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 76,44976.4k $7.1m $7.1m 0.00% Added +3.1k +3,089
12 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 57,34157.3k $5.4m $5.4m 0.00% Added +2.0k +2,036
13 Twelve Points Wealth Management LLC 1.17% of their portfolio CONCORD, MA 55,45255.5k $5.2m $5.2m 1.17% Added +42.1k +42,133
14 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 51,26051.3k $4.8m $4.8m 0.05% Reduced -895 -895
15 BEACON FINANCIAL GROUP 0.47% of their portfolio DALLAS, TX 50,52250.5k $4.7m $4.7m 0.47% Reduced -2.6k -2,595
16 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 46,53946.5k $4.3m $4.3m 0.00% Added +7.7k +7,705
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 43,76843.8k $4.1m $4.1m 0.01% Added +7.3k +7,341
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 41,17541.2k $3.8m $3.8m 0.01% Reduced -10.9k -10,861
19 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 40,26340.3k $3.8m $3.8m 0.05% Added +6.5k +6,550
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 34,44334.4k $3.2m $3.2m 0.00% Added +4.7k +4,689
21 Savvy Advisors, Inc. 0.09% of their portfolio NEW YORK, NY 31,45531.5k $2.9m $2.9m 0.09% New
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 31,00131.0k $2.9m $2.9m 0.00% Added +4.3k +4,323
23 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 27,96728.0k $2.6m $2.6m 0.01% Added +2.7k +2,730
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,91927.9k $2.6m $2.6m 0.00% Added +1.5k +1,530
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 25,46325.5k $2.4m $2.4m 0.01% Added +189 +189
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 25,27525.3k $2.4m $2.4m 0.01% Reduced -3.0k -2,956
27 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 24,86924.9k $2.3m $2.3m 0.00% Reduced -11.6k -11,566
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 24,35824.4k $2.3m $2.3m 0.00% Added +13.3k +13,278
29 Betterment LLC 0.00% of their portfolio NEW YORK, NY 22,46022.5k $2.1m $2.1m 0.00% Added +3.3k +3,333
30 Red Wave Investments LLC 0.62% of their portfolio DILLSBURG, PA 22,32622.3k $2.1m $2.1m 0.62% Reduced -432 -432
31 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 21,35221.4k $2.0m $2.0m 0.02% Added +2.3k +2,303
32 COLUMBIA ADVISORY PARTNERS LLC 1.34% of their portfolio SPOKANE, WA 21,08821.1k $2.0m $2.0m 1.34% Reduced -7.4k -7,388
33 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 21,02421.0k $2.0m $2.0m 0.01% Reduced -5.1k -5,108
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,34220.3k $1.9m $1.9m 0.00% Reduced -16.4k -16,394
35 WCG Wealth Advisors LLC 0.05% of their portfolio LAS VEGAS, NV 20,16120.2k $1.9m $1.9m 0.05% Added +374 +374
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,37219.4k $1.8m $1.8m 0.00% Added +3.8k +3,788
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,56316.6k $1.5m $1.5m 0.00% Added +803 +803
38 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 16,43716.4k $1.5m $1.5m 0.03% Added +1.2k +1,218
39 ORG Partners LLC 0.27% of their portfolio ROANOKE, IN 16,39516.4k $1.5m $1.5m 0.27% Added +16 +16
40 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 16,07116.1k $1.5m $1.5m 0.01% Added +1.4k +1,359
41 Able Wealth Management LLC 0.47% of their portfolio Toms River, NJ 15,78415.8k $1.5m $1.5m 0.47% Added +154 +154
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,37115.4k $1.4m $1.4m 0.00% Unchanged
43 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 11,68611.7k $1.1m $1.1m 0.00% Reduced -121.4k -121,362
44 Alpine Bank Wealth Management 0.15% of their portfolio GRAND JUNCTION, CO 11,46511.5k $1.1m $1.1m 0.15% Reduced -3.3k -3,257
45 MILESTONE ASSET MANAGEMENT, LLC 0.20% of their portfolio PITTSBURGH, PA 11,12611.1k $1.0m $1.0m 0.20% Added +2.0k +1,995
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,88010.9k $1.0m $1.0m 0.00% New
47 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 10,37010.4k $968.0k $968.0k 0.02% Reduced -34 -34
48 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,28210.3k $959.8k $959.8k 0.00% Added +253 +253
49 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 8,9188.9k $832.6k $832.6k 0.03% Reduced -21 -21
50 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 7,5517.6k $704.9k $704.9k 0.03% Reduced -668 -668
51 GWN SECURITIES INC. 0.14% of their portfolio Palm Beach Gardens, FL 7,2447.2k $676.3k $676.3k 0.14% Reduced -1.7k -1,653
52 MTM FINANCIAL GROUP, LLC 0.30% of their portfolio BETHLEHEM, PA 6,7836.8k $633.2k $633.2k 0.30% Reduced -572 -572
53 Coastal Bridge Advisors, LLC 0.05% of their portfolio WESTPORT, CT 6,7696.8k $631.9k $631.9k 0.05% Unchanged
54 Transamerica Financial Advisors, LLC 0.05% of their portfolio CEDAR RAPIDS, IA 6,7406.7k $629.2k $629.2k 0.05% Added +526 +526
55 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,2986.3k $587.9k $587.9k 0.01% Added +104 +104
56 Keebeck Wealth Management 0.06% of their portfolio Chicago, IL 6,0196.0k $561.9k $561.9k 0.06% Added +2.1k +2,135
57 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,2745.3k $492.4k $492.4k 0.01% Added +99 +99
58 Founders Financial Alliance, LLC 0.09% of their portfolio RALEIGH, NC 5,2345.2k $488.6k $488.6k 0.09% Added +51 +51
59 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,1785.2k $483.4k $483.4k 0.01% Added +600 +600
60 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 5,1705.2k $482.6k $482.6k 0.02% Reduced -264 -264
61 Two West Capital Advisors LLC 0.28% of their portfolio Overland Park, KS 5,0745.1k $473.7k $473.7k 0.28% Added +411 +411
62 Spectrum Planning & Advisory Services Inc. 0.24% of their portfolio SAN DIEGO, CA 4,9505.0k $462.1k $462.1k 0.24% New
63 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 4,4834.5k $418.5k $418.5k 0.01% Added +2.2k +2,188
64 Maridea Wealth Management LLC 0.06% of their portfolio BROOKLYN, NY 4,2104.2k $393.0k $393.0k 0.06% Reduced -20 -20
65 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,9053.9k $364.5k $364.5k 0.00% Added +32 +32
66 Guardian Partners Inc. 0.03% of their portfolio TORONTO, Z4 3,7273.7k $347.3k $347.3k 0.03% Reduced -107 -107
67 EAGLE GLOBAL ADVISORS LLC 0.01% of their portfolio Houston, TX 3,5303.5k $329.5k $329.5k 0.01% New
68 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,1993.2k $298.6k $298.6k 0.01% Reduced -392 -392
69 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,1633.2k $295.3k $295.3k 0.01% Added +118 +118
70 GC Wealth Management RIA, LLC 0.01% of their portfolio Cambridge, MA 3,1603.2k $295.0k $295.0k 0.01% Added +118 +118
71 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,9422.9k $274.6k $274.6k 0.01% Reduced -46.8k -46,781
72 Vista Cima Wealth Management LLC 0.23% of their portfolio SURPRISE, AZ 2,9322.9k $273.7k $273.7k 0.23% Added +27 +27
73 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,9172.9k $272.3k $272.3k 0.00% New
74 COMPASS CAPITAL CORP /MA/ /ADV 0.10% of their portfolio BRAINTREE, MA 2,6862.7k $250.3k $250.3k 0.10% New
75 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 2,6602.7k $248.3k $248.3k 0.00% Reduced -161 -161
76 FSA Advisors, Inc. 0.16% of their portfolio TROY, MI 2,5422.5k $237.3k $237.3k 0.16% Added +385 +385
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,4632.5k $229.9k $229.9k 0.00% Unchanged
78 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% of their portfolio Seattle, WA 2,4442.4k $228.1k $228.1k 0.00% New
79 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,4302.4k $226.8k $226.8k 0.00% Reduced -88 -88
80 ONE Advisory Partners, LLC 0.07% of their portfolio OVERLAND PARK, KS 2,4192.4k $225.8k $225.8k 0.07% New
81 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 2,3452.3k $220.2k $220.2k 0.01% Reduced -194 -194
82 West Wealth Group, LLC 0.04% of their portfolio Irvine, CA 2,2872.3k $213.5k $213.5k 0.04% Added +15 +15
83 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 2,2832.3k $213.1k $213.1k 0.01% Unchanged
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0022.0k $186.9k $186.9k 0.00% Added +290 +290
85 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,3491.3k $125.9k $125.9k 0.00% Reduced -55 -55
86 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,2791.3k $119.4k $119.4k 0.00% New
87 BlackRock, Inc. 0.00% of their portfolio New York, NY 705705 $65.8k $65.8k 0.00% Reduced -4.5k -4,542
88 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 645645 $60.2k $60.2k 0.02% Added +95 +95
89 Harbor Asset Planning, Inc. 0.04% of their portfolio BELMONT, MA 450450 $42.0k $42.0k 0.04% New
90 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 310310 $28.9k $28.9k 0.02% First filing
91 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 308308 $28.8k $28.8k 0.01% New
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 296296 $27.6k $27.6k 0.00% Reduced -25 -25
93 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 283283 $26.4k $26.4k 0.00% Added +251 +251
94 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 272272 $25.4k $25.4k 0.00% Unchanged
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 253253 $23.6k $23.6k 0.00% Added +243 +243
96 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 185185 $17.3k $17.3k 0.00% Unchanged
97 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 175175 $16.3k $16.3k 0.00% Unchanged
98 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 174174 $16.2k $16.2k 0.00% Reduced -696 -696
99 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 167167 $15.6k $15.6k 0.00% New
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 158158 $14.7k $14.7k 0.00% Added +80 +80