LQDB Institutional Ownership & Shareholders
ISHARES BBB RATE CORP BOND (LQDB) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of LQDB tracked by InsiderSet, reporting ownership valued at approximately $20.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.92M, representing an estimated loss of -4.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed LQDB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Susquehanna International Group, Llp, Insight Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in ISHARES BBB RATE CORP BOND (LQDB).
This page ranks the largest institutional LQDB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$37.25M
Largest Holder
Blackrock, Inc.
Largest Position
$20.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 240,000 | $20,751,336 | $19,920,240 | -$831,096 | -4.01% | |
| Susquehanna International Group, Llp | 0.00% | 40,344 | $3,488,300 | $3,348,592 | -$139,708 | -4.01% | |
| Insight Wealth Partners, Llc | 0.95% | 29,241 | $2,405,157 | $2,427,032 | +$21,875 | +0.91% | |
| Bank Of New York Mellon Corp | 0.00% | 24,825 | $2,146,458 | $2,060,500 | -$85,958 | -4.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 19,283 | $1,588,400 | $1,600,508 | +$12,108 | +0.76% | |
| Goldman Sachs Group Inc | 0.00% | 18,125 | $1,567,158 | $1,504,393 | -$62,765 | -4.01% | |
| Jane Street Group, Llc | 0.00% | 13,004 | $1,124,377 | $1,079,345 | -$45,032 | -4.01% | |
| Bank Of America Corp | 0.00% | 12,911 | $1,116,324 | $1,071,626 | -$44,698 | -4.00% | |
| Jpmorgan Chase & Co | 0.00% | 11,476 | $996,002 | $952,519 | -$43,483 | -4.37% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,030 | $694,304 | $666,498 | -$27,806 | -4.00% | |
| Morgan Stanley | 0.00% | 5,770 | $498,897 | $478,916 | -$19,981 | -4.01% | |
| Royal Bank Of Canada | 0.00% | 5,469 | $473,000 | $453,932 | -$19,068 | -4.03% | |
| Belpointe Asset Management Llc | 0.01% | 3,444 | $297,782 | $285,855 | -$11,927 | -4.01% | |
| Harbour Investments, Inc. | 0.00% | 984 | $85,080 | $81,673 | -$3,407 | -4.00% | |
| Osaic Holdings, Inc. | 0.00% | 114 | $9,856 | $9,462 | -$394 | -4.00% | |
| Canton Hathaway, Llc | 0.00% | 64 | $5,264 | $5,312 | +$48 | +0.91% |
Frequently asked questions about LQDB
Who are the largest institutional holders of LQDB?
The largest institutional holders of LQDB reported in the latest SEC Form 13F filings include Blackrock, Inc., Susquehanna International Group, Llp, Insight Wealth Partners, Llc, Bank Of New York Mellon Corp, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported LQDB position.
What is LQDB institutional ownership?
This page tracks LQDB positions reported by institutional investment managers through SEC Form 13F. ISHARES BBB RATE CORP BOND (LQDB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LQDB?
InsiderSet currently tracks 16 institutional managers reporting LQDB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LQDB shareholders.
How much LQDB stock do institutions own?
Institutional investment managers disclosed approximately $37.25M in LQDB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LQDB institutional ownership last updated?
The latest LQDB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LQDB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LQDB position after the reporting date.
Are institutions buying or selling LQDB?
Institutional buying and selling can be analyzed by comparing LQDB positions across consecutive 13F reporting periods. InsiderSet's LQDB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LQDB ownership changes.
How has LQDB institutional ownership changed over time?
InsiderSet tracks LQDB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.