LQDH Institutional Ownership & Shareholders
ISHARES INT HEDG CORP BD ETF (LQDH) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $303.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Destination Wealth Management is currently the largest disclosed institutional shareholder of LQDH tracked by InsiderSet, reporting ownership valued at approximately $90.15M 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 $89.08M, representing an estimated loss of -1.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed LQDH value among the investors covered in this analysis. Major shareholders include Destination Wealth Management, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES INT HEDG CORP BD ETF (LQDH).
This page ranks the largest institutional LQDH 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
91
Total Reported Value
$303.14M
Largest Holder
Destination Wealth Management
Largest Position
$90.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Destination Wealth Management | 2.11% | 967,931 | $90,145,750 | $89,078,690 | -$1,067,060 | -1.18% | |
| Lpl Financial Llc | 0.01% | 396,750 | $36,950,306 | $36,512,903 | -$437,404 | -1.18% | |
| Morgan Stanley | 0.00% | 348,308 | $32,438,870 | $32,054,785 | -$384,085 | -1.18% | |
| Bank Of America Corp | 0.00% | 331,327 | $30,857,141 | $30,492,024 | -$365,117 | -1.18% | |
| Raymond James Financial Inc | 0.00% | 153,334 | $14,280,420 | $14,111,328 | -$169,092 | -1.18% | |
| Twelve Points Wealth Management Llc | 2.30% | 123,444 | $11,496,662 | $11,360,551 | -$136,111 | -1.18% | |
| Envestnet Asset Management Inc | 0.00% | 113,395 | $10,560,745 | $10,435,742 | -$125,003 | -1.18% | |
| Harbour Wealth Management Group, Inc. | 6.68% | 106,109 | $9,882,147 | $9,765,211 | -$116,936 | -1.18% | |
| Mml Investors Services, Llc | 0.01% | 75,945 | $7,072,894 | $6,989,218 | -$83,676 | -1.18% | |
| Rockefeller Capital Management L.P. | 0.01% | 45,130 | $4,203,128 | $4,153,314 | -$49,814 | -1.19% | |
| Founders Financial Alliance, Llc | 0.54% | 43,652 | $4,065,434 | $4,017,294 | -$48,140 | -1.18% | |
| Osaic Holdings, Inc. | 0.00% | 43,342 | $4,037,151 | $3,988,764 | -$48,387 | -1.20% | |
| Ubs Group Ag | 0.00% | 41,912 | $3,903,348 | $3,857,161 | -$46,187 | -1.18% | |
| Savvy Advisors, Inc. | 0.08% | 38,798 | $3,613,307 | $3,570,580 | -$42,727 | -1.18% | |
| Bank Of Montreal | 0.00% | 33,788 | $3,146,786 | $3,109,510 | -$37,276 | -1.18% | |
| Clark Capital Management Group, Inc. | 0.02% | 30,185 | $2,811,199 | $2,777,926 | -$33,273 | -1.18% | |
| Janney Montgomery Scott Llc | 0.00% | 26,950 | $2,510,000 | $2,480,209 | -$29,792 | -1.19% | |
| Wcg Wealth Advisors Llc | 0.05% | 24,788 | $2,308,530 | $2,281,240 | -$27,290 | -1.18% | |
| Truist Financial Corp | 0.00% | 21,601 | $2,001,742 | $1,987,940 | -$13,802 | -0.69% | |
| Red Wave Investments Llc | 0.50% | 21,013 | $1,956,991 | $1,933,826 | -$23,165 | -1.18% | |
| Citadel Advisors Llc | 0.00% | 18,102 | $1,685,883 | $1,665,927 | -$19,956 | -1.18% | |
| Columbia Advisory Partners Llc | 0.87% | 17,031 | $1,578,298 | $1,567,363 | -$10,935 | -0.69% | |
| Cetera Investment Advisers | 0.00% | 14,358 | $1,337,125 | $1,321,367 | -$15,758 | -1.18% | |
| Milestone Asset Management, Llc | 0.20% | 13,350 | $1,237,233 | $1,228,601 | -$8,633 | -0.70% | |
| &Partners | 0.00% | 9,962 | $1,103,909 | $916,803 | -$187,106 | -16.95% | |
| Stratos Investment Management, Llc | 0.04% | 10,806 | $1,006,395 | $994,476 | -$11,919 | -1.18% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,639 | $990,836 | $979,107 | -$11,729 | -1.18% | |
| Scotia Capital Inc. | 0.00% | 10,570 | $984,405 | $972,757 | -$11,648 | -1.18% | |
| Betterment Llc | 0.00% | 10,499 | $978,000 | $966,223 | -$11,777 | -1.20% | |
| Jane Street Group, Llc | 0.00% | 10,487 | $976,679 | $965,119 | -$11,560 | -1.18% | |
| Oppenheimer & Co Inc | 0.01% | 9,576 | $887,408 | $881,279 | -$6,129 | -0.69% | |
| Sanctuary Advisors, Llc | 0.00% | 9,170 | $854,024 | $843,915 | -$10,109 | -1.18% | |
| Trilogy Capital Inc. | 0.03% | 7,325 | $678,787 | $674,120 | -$4,667 | -0.69% | |
| Schmidt P J Investment Management Inc | 0.09% | 6,364 | $589,752 | $585,679 | -$4,073 | -0.69% | |
| Mcadam, Llc | 0.02% | 6,135 | $568,546 | $564,604 | -$3,942 | -0.69% | |
| Independent Financial Group, Llc | 0.01% | 6,133 | $568,345 | $564,420 | -$3,925 | -0.69% | |
| Coastal Bridge Advisors, Llc | 0.03% | 5,851 | $544,899 | $538,468 | -$6,431 | -1.18% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.02% | 5,390 | $499,491 | $496,042 | -$3,449 | -0.69% | |
| Gwn Securities Inc. | 0.07% | 4,657 | $433,697 | $428,584 | -$5,113 | -1.18% | |
| Wealthcare Advisory Partners Llc | 0.01% | 4,113 | $381,189 | $378,519 | -$2,670 | -0.70% | |
| Mercer Global Advisors Inc | 0.00% | 3,689 | $343,534 | $339,499 | -$4,035 | -1.17% | |
| Beacon Financial Group | 0.03% | 3,690 | $341,936 | $339,591 | -$2,345 | -0.69% | |
| Maridea Wealth Management Llc | 0.04% | 3,526 | $328,385 | $324,498 | -$3,887 | -1.18% | |
| Eagle Global Advisors Llc | 0.01% | 3,530 | $327,125 | $324,866 | -$2,259 | -0.69% | |
| Guardian Partners Inc. | 0.03% | 3,480 | $322,492 | $320,264 | -$2,228 | -0.69% | |
| Sigma Planning Corp | 0.01% | 3,468 | $321,369 | $319,160 | -$2,209 | -0.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,303 | $305,467 | $303,975 | -$1,492 | -0.49% | |
| Alpine Bank Wealth Management | 0.04% | 3,110 | $288,204 | $286,213 | -$1,991 | -0.69% | |
| Capital Square, Llc | 0.11% | 2,739 | $253,880 | $252,070 | -$1,810 | -0.71% | |
| Private Advisor Group, Llc | 0.00% | 2,716 | $252,942 | $249,953 | -$2,989 | -1.18% |
Frequently asked questions about LQDH
Who are the largest institutional holders of LQDH?
The largest institutional holders of LQDH reported in the latest SEC Form 13F filings include Destination Wealth Management, Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported LQDH position.
What is LQDH institutional ownership?
This page tracks LQDH positions reported by institutional investment managers through SEC Form 13F. ISHARES INT HEDG CORP BD ETF (LQDH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LQDH?
InsiderSet currently tracks 91 institutional managers reporting LQDH 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 LQDH shareholders.
How much LQDH stock do institutions own?
Institutional investment managers disclosed approximately $303.14M in LQDH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LQDH institutional ownership last updated?
The latest LQDH 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 LQDH 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 LQDH position after the reporting date.
Are institutions buying or selling LQDH?
Institutional buying and selling can be analyzed by comparing LQDH positions across consecutive 13F reporting periods. InsiderSet's LQDH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LQDH ownership changes.
How has LQDH institutional ownership changed over time?
InsiderSet tracks LQDH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.