Vault-13

ISHARES U S ETF TR LQDH

INT RT HDG C B · ETP · CUSIP 46431W705

98 institutional holders -5 vs Q1 2026
3,444,5273.4m shares reported held*
$321.0mreported value*
14 new 35 added 37 reduced 18 sold out net bought ≈ $12.2m (+130.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $93.18.

Trends to Q2 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: 103Q2 26: 9898Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202698

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 40 bought or addedQ1 26: 70 cut or sold outQ2 26: 49 bought or addedQ2 26: 55 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245026
Q4 20243839
Q1 20256529
Q2 20257138
Q3 20256343
Q4 20256641
Q1 20264070
Q2 20264955

Biggest buyers

MORGAN STANLEY Added +126,589+126.6k
RAYMOND JAMES FINANCIAL INC Added +84,932+84.9k
BANK OF AMERICA CORP /DE/ Added +38,463+38.5k
Destination Wealth Management Added +38,286+38.3k
LPL Financial LLC Added +30,849+30.8k
Clark Capital Management Group, Inc. New +30,185+30.2k
Cambridge Investment Research Advisors, Inc. Added +19,142+19.1k
MML INVESTORS SERVICES, LLC Added +13,267+13.3k
Twelve Points Wealth Management LLC Added +10,248+10.2k
&PARTNERS New +9,962+10.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -74,943-74.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -59,857-59.9k
ROYAL BANK OF CANADA Reduced -24,182-24.2k
BANK OF MONTREAL /CAN/ Reduced -22,472-22.5k
HRT FINANCIAL LP Sold out -18,989-19.0k
Betterment LLC Reduced -13,503-13.5k
JANE STREET GROUP, LLC Reduced -10,385-10.4k
UBS Group AG Reduced -9,518-9.5k
Founders Financial Alliance, LLC Reduced -9,465-9.5k
Bank of New York Mellon Corp Sold out -7,668-7.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 2.11% of their portfolio Walnut Creek, CA 967,931967.9k $90.1m $90.1m 2.11% Added +38.3k +38,286
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 396,750396.8k $37.0m $37.0m 0.01% Added +30.8k +30,849
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 348,308348.3k $32.4m $32.4m 0.00% Added +126.6k +126,589
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 331,327331.3k $30.9m $30.9m 0.00% Added +38.5k +38,463
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 153,334153.3k $14.3m $14.3m 0.00% Added +84.9k +84,932
6 Twelve Points Wealth Management LLC 2.30% of their portfolio CONCORD, MA 123,444123.4k $11.5m $11.5m 2.30% Added +10.2k +10,248
7 Capital Investment Advisory Services, LLC 0.66% of their portfolio RALEIGH, NC 115,582115.6k $10.8m $10.8m 0.66% Added +1.2k +1,230
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,395113.4k $10.6m $10.6m 0.00% Reduced -74.9k -74,943
9 Harbour Wealth Management Group, Inc. 6.68% of their portfolio DANIEL ISLAND, SC 106,109106.1k $9.9m $9.9m 6.68% Added +1.7k +1,662
10 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 75,94575.9k $7.1m $7.1m 0.01% Added +13.3k +13,267
11 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 45,13045.1k $4.2m $4.2m 0.01% Added +2.6k +2,560
12 Founders Financial Alliance, LLC 0.54% of their portfolio RALEIGH, NC 43,65243.7k $4.1m $4.1m 0.54% Reduced -9.5k -9,465
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 43,34243.3k $4.0m $4.0m 0.00% Added +1.4k +1,387
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,91241.9k $3.9m $3.9m 0.00% Reduced -9.5k -9,518
15 Savvy Advisors, Inc. 0.08% of their portfolio NEW YORK, NY 38,79838.8k $3.6m $3.6m 0.08% Added +4.0k +3,956
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,16438.2k $3.6m $3.6m 0.00% Added +19.1k +19,142
17 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 33,78833.8k $3.1m $3.1m 0.00% Reduced -22.5k -22,472
18 Clark Capital Management Group, Inc. 0.02% of their portfolio PHILADELPHIA, PA 30,18530.2k $2.8m $2.8m 0.02% New
19 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 26,95026.9k $2.5m $2.5m 0.00% Reduced -954 -954
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 25,83625.8k $2.4m $2.4m 0.00% Reduced -1.2k -1,153
21 WCG Wealth Advisors LLC 0.05% of their portfolio LAS VEGAS, NV 24,78824.8k $2.3m $2.3m 0.05% Added +2.9k +2,915
22 Red Wave Investments LLC 0.50% of their portfolio DILLSBURG, PA 21,01321.0k $2.0m $2.0m 0.50% Reduced -656 -656
23 COLUMBIA ADVISORY PARTNERS LLC 0.96% of their portfolio SPOKANE, WA 18,76818.8k $1.7m $1.7m 0.96% Reduced -16 -16
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,10218.1k $1.7m $1.7m 0.00% Reduced -3.1k -3,133
25 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,97318.0k $1.7m $1.7m 0.00% Added +2.3k +2,324
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,35814.4k $1.3m $1.3m 0.00% Reduced -93 -93
27 MILESTONE ASSET MANAGEMENT, LLC 0.20% of their portfolio PITTSBURGH, PA 13,42113.4k $1.2m $1.2m 0.20% Added +1.4k +1,387
28 Stratos Investment Management, LLC 0.04% of their portfolio BEACHWOOD, OH 10,80610.8k $1.0m $1.0m 0.04% Added +1.1k +1,069
29 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 10,63910.6k $990.8k $990.8k 0.00% Reduced -3.3k -3,282
30 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,57010.6k $984.4k $984.4k 0.00% Added +422 +422
31 Betterment LLC 0.00% of their portfolio NEW YORK, NY 10,49910.5k $978.0k $978.0k 0.00% Reduced -13.5k -13,503
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,48710.5k $976.7k $976.7k 0.00% Reduced -10.4k -10,385
33 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,96210.0k $1.1m $1.1m 0.00% New
34 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,1709.2k $854.0k $854.0k 0.00% Reduced -1.9k -1,893
35 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 7,3137.3k $681.1k $681.1k 0.03% Reduced -43 -43
36 McAdam, LLC 0.03% of their portfolio Philadelphia, PA 7,0477.0k $656.3k $656.3k 0.03% Added +1.8k +1,760
37 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,2586.3k $582.8k $582.8k 0.01% Added +6 +6
38 Coastal Bridge Advisors, LLC 0.03% of their portfolio WESTPORT, CT 5,8515.9k $544.9k $544.9k 0.03% Reduced -227 -227
39 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.08% of their portfolio CEDARBURG, WI 5,8355.8k $543.4k $543.4k 0.08% Added +1.1k +1,077
40 Alpine Bank Wealth Management 0.07% of their portfolio GRAND JUNCTION, CO 5,5935.6k $520.9k $520.9k 0.07% Added +133 +133
41 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 5,4715.5k $509.5k $509.5k 0.01% Added +167 +167
42 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,0925.1k $474.0k $474.0k 0.00% Reduced -1.6k -1,584
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,8974.9k $453.1k $453.1k 0.00% Added +475 +475
44 GWN SECURITIES INC. 0.07% of their portfolio Palm Beach Gardens, FL 4,6574.7k $433.7k $433.7k 0.07% Reduced -1.7k -1,696
45 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 4,3624.4k $406.2k $406.2k 0.01% First filing
46 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 4,0924.1k $381.1k $381.1k 0.01% Reduced -2.8k -2,843
47 BEACON FINANCIAL GROUP 0.03% of their portfolio DALLAS, TX 3,9844.0k $371.1k $371.1k 0.03% Unchanged
48 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,6893.7k $343.5k $343.5k 0.00% Added +404 +404
49 Maridea Wealth Management LLC 0.04% of their portfolio BROOKLYN, NY 3,5263.5k $328.4k $328.4k 0.04% Reduced -284 -284
50 Guardian Partners Inc. 0.03% of their portfolio TORONTO, Z4 3,4803.5k $324.1k $324.1k 0.03% Reduced -1 -1
51 EAGLE GLOBAL ADVISORS LLC 0.01% of their portfolio Houston, TX 3,3303.3k $310.1k $310.1k 0.01% Reduced -200 -200
52 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,3263.3k $309.7k $309.7k 0.00% Reduced -162 -162
53 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,1013.1k $288.8k $288.8k 0.01% Reduced -65 -65
54 MTM FINANCIAL GROUP, LLC 0.12% of their portfolio BETHLEHEM, PA 3,0163.0k $280.9k $280.9k 0.12% Reduced -3.0k -3,009
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,9062.9k $270.6k $270.6k 0.00% Added +209 +209
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,7762.8k $258.6k $258.6k 0.00% New
57 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,7162.7k $252.9k $252.9k 0.00% Reduced -50 -50
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,6852.7k $250.0k $250.0k 0.00% Reduced -24.2k -24,182
59 COMPASS CAPITAL CORP /MA/ /ADV 0.08% of their portfolio BRAINTREE, MA 2,6762.7k $246.9k $246.9k 0.08% Reduced -40 -40
60 Lifeworks Advisors, LLC 0.03% of their portfolio GRAND RAPIDS, MI 2,6652.7k $248.2k $248.2k 0.03% Added +319 +319
61 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,6442.6k $246.3k $246.3k 0.00% New
62 Diversify Advisory Services, LLC 0.00% of their portfolio SANDY, UT 2,6442.6k $244.0k $244.0k 0.00% New
63 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 2,6442.6k $244.0k $244.0k 0.00% Added +314 +314
64 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 2,5412.5k $236.6k $236.6k 0.00% New
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,4632.5k $229.4k $229.4k 0.00% Reduced -228 -228
66 Cadia Private Client LLC 0.16% of their portfolio PARSIPPANY, NJ 2,4462.4k $227.8k $227.8k 0.16% Added +34 +34
67 Able Wealth Management LLC 0.05% of their portfolio Toms River, NJ 2,3592.4k $219.7k $219.7k 0.05% Reduced -5.8k -5,794
68 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,3112.3k $215.2k $215.2k 0.00% Added +28 +28
69 Capital Square, LLC 0.09% of their portfolio ATHENS, TN 2,2802.3k $211.0k $211.0k 0.09% New
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5681.6k $146.1k $146.1k 0.00% Reduced -659 -659
71 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,5001.5k $139.7k $139.7k 0.00% Unchanged
72 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,4711.5k $137.0k $137.0k 0.00% Reduced -104 -104
73 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 1,2881.3k $119.9k $119.9k 0.01% Reduced -720 -720
74 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 845845 $78.7k $78.7k 0.00% New
75 Signature Equity Partners, LLC 0.03% of their portfolio COLUMBUS, OH 662662 $61.7k $61.7k 0.03% Added +171 +171
76 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 660660 $61.5k $61.5k 0.02% Added +9 +9
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 525525 $48.8k $48.8k 0.00% Added +403 +403
78 Harbor Asset Planning, Inc. 0.03% of their portfolio BELMONT, MA 450450 $41.9k $41.9k 0.03% Unchanged
79 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 388388 $36.1k $36.1k 0.00% Added +116 +116
80 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 359359 $33.4k $33.4k 0.00% New
81 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 316316 $29.4k $29.4k 0.01% New
82 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 284284 $26.4k $26.4k 0.00% Added +1 +1
83 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 185185 $17.2k $17.2k 0.00% Unchanged
84 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 175175 $16.3k $16.3k 0.00% Unchanged
85 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 174174 $16.2k $16.2k 0.00% Unchanged
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 128128 $11.9k $11.9k 0.00% Reduced -29 -29
87 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 100100 $9.3k $9.3k 0.00% Unchanged
88 BlackRock, Inc. 0.00% of their portfolio New York, NY 8989 $8.3k $8.3k 0.00% Reduced -500 -500
89 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 8787 $8.1k $8.1k 0.00% Unchanged
90 Triumph Capital Management 0.00% of their portfolio DENVER, CO 5757 $5.3k $5.3k 0.00% Unchanged
91 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 3131 $2.9k $2.9k 0.00% New
92 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 2222 $2.1k $2.1k 0.00% Reduced -1.2k -1,214
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2121 $2.0k $2.0k 0.00% Reduced -51 -51
94 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 1212 $1.1k $1.1k 0.00% Unchanged
95 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 1111 $1.0k $1.0k 0.00% New
96 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 44 $373 $373 0.00% New
97 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $93 $93 0.00% Unchanged
98 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $58 $58 0.00% New