Vault-13

ISHARES U S ETF TR LQDH

INT RT HDG C B · ETP · CUSIP 46431W705

103 institutional holders -11 vs Q4 2025
3,321,3813.3m shares reported held*
$306.7mreported value*
13 new 27 added 49 reduced 21 sold out net sold ≈ $65.1m (-704.8k 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 ($10.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.34.

Trends to Q1 2026

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: 114Q1 26: 103103Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 66 bought or addedQ4 25: 41 cut or sold outQ1 26: 40 bought or addedQ1 26: 70 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243831
Q3 20245026
Q4 20243839
Q1 20256529
Q2 20257138
Q3 20256343
Q4 20256641
Q1 20264070

Biggest buyers

MORGAN STANLEY Added +122,249+122.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +59,857+59.9k
Twelve Points Wealth Management LLC Added +57,744+57.7k
Founders Financial Alliance, LLC Added +47,883+47.9k
Destination Wealth Management Added +37,231+37.2k
HRT FINANCIAL LP New +18,989+19.0k
CITADEL ADVISORS LLC Added +10,355+10.4k
BANK OF AMERICA CORP /DE/ Added +10,336+10.3k
Harbour Wealth Management Group, Inc. Added +8,456+8.5k
EFG International AG New +6,605+6.6k

Biggest sellers

Leo Wealth, LLC Reduced -252,518-252.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -223,332-223.3k
MML INVESTORS SERVICES, LLC Reduced -105,153-105.2k
UBS Group AG Reduced -86,395-86.4k
OneDigital Investment Advisors LLC Sold out -51,260-51.3k
BEACON FINANCIAL GROUP Reduced -46,538-46.5k
Prime Capital Investment Advisors, LLC Sold out -40,263-40.3k
Bank of New York Mellon Corp Reduced -38,871-38.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -30,021-30.0k
LPL Financial LLC Reduced -28,034-28.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 2.23% of their portfolio Walnut Creek, CA 929,645929.6k $85.8m $85.8m 2.23% Added +37.2k +37,231
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 365,901365.9k $33.8m $33.8m 0.01% Reduced -28.0k -28,034
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 292,864292.9k $27.0m $27.0m 0.00% Added +10.3k +10,336
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 221,719221.7k $20.5m $20.5m 0.00% Added +122.2k +122,249
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 188,338188.3k $17.4m $17.4m 0.00% Reduced -223.3k -223,332
6 Capital Investment Advisory Services, LLC 0.77% of their portfolio RALEIGH, NC 114,352114.4k $10.6m $10.6m 0.77% Added +4.8k +4,837
7 Twelve Points Wealth Management LLC 2.30% of their portfolio CONCORD, MA 113,196113.2k $10.5m $10.5m 2.30% Added +57.7k +57,744
8 Harbour Wealth Management Group, Inc. 7.26% of their portfolio DANIEL ISLAND, SC 104,447104.4k $9.6m $9.6m 7.26% Added +8.5k +8,456
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 68,40268.4k $6.3m $6.3m 0.00% Reduced -8.0k -8,047
10 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 62,67862.7k $5.8m $5.8m 0.02% Reduced -105.2k -105,153
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 59,85759.9k $5.5m $5.5m 0.01% New
12 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 56,26056.3k $5.2m $5.2m 0.00% Reduced -1.1k -1,081
13 Founders Financial Alliance, LLC 0.88% of their portfolio RALEIGH, NC 53,11753.1k $4.9m $4.9m 0.88% Added +47.9k +47,883
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 51,43051.4k $4.7m $4.7m 0.00% Reduced -86.4k -86,395
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 42,57042.6k $3.9m $3.9m 0.01% Reduced -1.2k -1,198
16 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 41,95542.0k $3.9m $3.9m 0.01% Added +780 +780
17 Savvy Advisors, Inc. 0.09% of their portfolio NEW YORK, NY 34,84234.8k $3.2m $3.2m 0.09% Added +3.4k +3,387
18 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 27,90427.9k $2.6m $2.6m 0.01% Reduced -63 -63
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 26,98927.0k $2.5m $2.5m 0.00% Added +2.6k +2,631
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,86726.9k $2.5m $2.5m 0.00% Reduced -1.1k -1,052
21 Betterment LLC 0.00% of their portfolio NEW YORK, NY 24,00224.0k $2.2m $2.2m 0.00% Added +1.5k +1,542
22 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 21,87321.9k $2.0m $2.0m 0.06% Added +1.7k +1,712
23 Red Wave Investments LLC 0.60% of their portfolio DILLSBURG, PA 21,66921.7k $2.0m $2.0m 0.60% Reduced -657 -657
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,23521.2k $2.0m $2.0m 0.00% Added +10.4k +10,355
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,87220.9k $1.9m $1.9m 0.00% Added +1.5k +1,500
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,02219.0k $1.8m $1.8m 0.00% Reduced -6.3k -6,253
27 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 18,98919.0k $1.8m $1.8m 0.01% New
28 COLUMBIA ADVISORY PARTNERS LLC 1.11% of their portfolio SPOKANE, WA 18,78418.8k $1.7m $1.7m 1.11% Reduced -2.3k -2,304
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,64915.6k $1.4m $1.4m 0.00% Reduced -914 -914
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,45114.5k $1.3m $1.3m 0.00% Reduced -16.6k -16,550
31 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 13,92113.9k $1.3m $1.3m 0.01% Reduced -2.1k -2,150
32 MILESTONE ASSET MANAGEMENT, LLC 0.20% of their portfolio PITTSBURGH, PA 12,03412.0k $1.1m $1.1m 0.20% Added +908 +908
33 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 11,06311.1k $1.0m $1.0m 0.01% Reduced -10.0k -9,961
34 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,14810.1k $937.1k $937.1k 0.00% Reduced -1.5k -1,538
35 Leo Wealth, LLC 0.07% of their portfolio HURST, TX 9,8579.9k $910.2k $910.2k 0.07% Reduced -252.5k -252,518
36 Stratos Investment Management, LLC 0.04% of their portfolio BEACHWOOD, OH 9,7379.7k $899.2k $899.2k 0.04% Added +819 +819
37 Able Wealth Management LLC 0.20% of their portfolio Toms River, NJ 8,1538.2k $752.9k $752.9k 0.20% Reduced -7.6k -7,631
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,6687.7k $708.0k $708.0k 0.00% Reduced -38.9k -38,871
39 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 7,3567.4k $679.3k $679.3k 0.03% Reduced -195 -195
40 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,9356.9k $640.4k $640.4k 0.01% Added +1.8k +1,757
41 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,6766.7k $617.0k $617.0k 0.00% Reduced -14.7k -14,676
42 EFG International AG 0.01% of their portfolio Zurich, V8 6,6056.6k $609.9k $609.9k 0.01% New
43 GWN SECURITIES INC. 0.11% of their portfolio Palm Beach Gardens, FL 6,3536.4k $586.6k $586.6k 0.11% Reduced -891 -891
44 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,2526.3k $577.3k $577.3k 0.01% Reduced -46 -46
45 Coastal Bridge Advisors, LLC 0.04% of their portfolio WESTPORT, CT 6,0786.1k $561.3k $561.3k 0.04% Reduced -691 -691
46 MTM FINANCIAL GROUP, LLC 0.26% of their portfolio BETHLEHEM, PA 6,0256.0k $556.3k $556.3k 0.26% Reduced -758 -758
47 Alpine Bank Wealth Management 0.07% of their portfolio GRAND JUNCTION, CO 5,4605.5k $504.2k $504.2k 0.07% Reduced -6.0k -6,005
48 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 5,3045.3k $489.8k $489.8k 0.01% Added +821 +821
49 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 5,2875.3k $488.2k $488.2k 0.02% Added +117 +117
50 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.07% of their portfolio CEDARBURG, WI 4,7584.8k $439.4k $439.4k 0.07% New
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,4224.4k $407.7k $407.7k 0.00% Reduced -30.0k -30,021
52 TWO SIGMA SECURITIES, LLC 0.05% of their portfolio NEW YORK, NY 4,2684.3k $394.1k $394.1k 0.05% New
53 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 3,9844.0k $367.9k $367.9k 0.04% Reduced -46.5k -46,538
54 Maridea Wealth Management LLC 0.05% of their portfolio BROOKLYN, NY 3,8103.8k $351.8k $351.8k 0.05% Reduced -400 -400
55 EAGLE GLOBAL ADVISORS LLC 0.01% of their portfolio Houston, TX 3,5303.5k $326.0k $326.0k 0.01% Unchanged
56 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,4883.5k $322.0k $322.0k 0.01% Reduced -6.9k -6,882
57 Guardian Partners Inc. 0.03% of their portfolio TORONTO, Z4 3,4813.5k $322.1k $322.1k 0.03% Reduced -246 -246
58 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 3,3013.3k $304.8k $304.8k 0.00% Reduced -7.0k -6,981
59 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,2853.3k $303.4k $303.4k 0.00% Reduced -620 -620
60 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,1663.2k $292.4k $292.4k 0.01% Reduced -33 -33
61 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,7662.8k $255.4k $255.4k 0.00% Added +336 +336
62 COMPASS CAPITAL CORP /MA/ /ADV 0.09% of their portfolio BRAINTREE, MA 2,7162.7k $252.1k $252.1k 0.09% Added +30 +30
63 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,6972.7k $249.0k $249.0k 0.00% New
64 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,6912.7k $248.5k $248.5k 0.00% Added +228 +228
65 Keebeck Wealth Management 0.03% of their portfolio Chicago, IL 2,6882.7k $248.2k $248.2k 0.03% Reduced -3.3k -3,331
66 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 2,6832.7k $247.7k $247.7k 0.00% Added +23 +23
67 Two West Capital Advisors LLC 0.13% of their portfolio Overland Park, KS 2,5882.6k $239.9k $239.9k 0.13% Reduced -2.5k -2,486
68 Cadia Private Client LLC 0.18% of their portfolio PARSIPPANY, NJ 2,4122.4k $222.7k $222.7k 0.18% New
69 FSA Advisors, Inc. 0.14% of their portfolio TROY, MI 2,3732.4k $219.1k $219.1k 0.14% Reduced -169 -169
70 Lifeworks Advisors, LLC 0.03% of their portfolio GRAND RAPIDS, MI 2,3462.3k $216.6k $216.6k 0.03% New
71 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 2,3302.3k $216.0k $216.0k 0.00% New
72 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,2832.3k $210.8k $210.8k 0.00% New
73 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 2,2832.3k $210.8k $210.8k 0.01% Unchanged
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,2272.2k $204.6k $204.6k 0.00% Reduced -18.1k -18,115
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,1952.2k $202.7k $202.7k 0.00% Reduced -13.2k -13,176
76 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,0082.0k $185.4k $185.4k 0.01% Reduced -934 -934
77 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,5751.6k $145.4k $145.4k 0.00% Reduced -23.3k -23,294
78 Bogart Wealth, LLC 0.01% of their portfolio MCLEAN, VA 1,5001.5k $138.5k $138.5k 0.01% New
79 Transamerica Financial Advisors, LLC 0.01% of their portfolio CEDAR RAPIDS, IA 1,2361.2k $114.2k $114.2k 0.01% Reduced -5.5k -5,504
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 840840 $77.6k $77.6k 0.00% Reduced -1.2k -1,162
81 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 651651 $60.1k $60.1k 0.02% Added +6 +6
82 BlackRock, Inc. 0.00% of their portfolio New York, NY 589589 $54.4k $54.4k 0.00% Reduced -116 -116
83 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 491491 $45.3k $45.3k 0.02% Added +181 +181
84 Harbor Asset Planning, Inc. 0.03% of their portfolio BELMONT, MA 450450 $41.5k $41.5k 0.03% Unchanged
85 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 410410 $37.8k $37.8k 0.00% Added +317 +317
86 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 283283 $26.2k $26.2k 0.00% Unchanged
87 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 272272 $25.1k $25.1k 0.00% Unchanged
88 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 185185 $17.1k $17.1k 0.00% Unchanged
89 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 175175 $16.2k $16.2k 0.00% Unchanged
90 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 174174 $16.1k $16.1k 0.00% Unchanged
91 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 167167 $15.4k $15.4k 0.00% Unchanged
92 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 157157 $14.5k $14.5k 0.00% Added +95 +95
93 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 137137 $12.7k $12.7k 0.00% Reduced -5.1k -5,137
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 122122 $11.3k $11.3k 0.00% Reduced -36 -36
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 111111 $10.2k $10.2k 0.00% New
96 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 100100 $9.2k $9.2k 0.00% Unchanged
97 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 8787 $8.0k $8.0k 0.00% Unchanged
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7272 $6.7k $6.7k 0.00% Reduced -181 -181
99 Triumph Capital Management 0.00% of their portfolio DENVER, CO 5757 $5.3k $5.3k 0.00% Unchanged
100 Vision Retirement, LLC 0.00% of their portfolio RIDGEWOOD, NJ 3535 $3.2k $3.2k 0.00% Unchanged