LQDI Institutional Ownership & Shareholders
ISHARES INFLATION HEDGED COR (LQDI) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $46.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of LQDI tracked by InsiderSet, reporting ownership valued at approximately $9.35M 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 $9.00M, representing an estimated loss of -3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed LQDI value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Mml Investors Services, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES INFLATION HEDGED COR (LQDI).
This page ranks the largest institutional LQDI 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
22
Total Reported Value
$46.34M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$9.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 355,942 | $9,354,589 | $9,001,773 | -$352,816 | -3.77% | |
| Mml Investors Services, Llc | 0.02% | 355,612 | $9,345,907 | $8,993,427 | -$352,480 | -3.77% | |
| Lpl Financial Llc | 0.00% | 327,199 | $8,599,183 | $8,274,863 | -$324,320 | -3.77% | |
| Ameritas Advisory Services, Llc | 0.14% | 257,513 | $6,767,743 | $6,512,504 | -$255,239 | -3.77% | |
| Cetera Investment Advisers | 0.00% | 116,802 | $3,069,680 | $2,953,923 | -$115,757 | -3.77% | |
| Newedge Advisors, Llc | 0.01% | 86,406 | $2,270,853 | $2,185,208 | -$85,645 | -3.77% | |
| Tbh Global Asset Management, Llc | 0.29% | 59,532 | $1,564,564 | $1,505,564 | -$59,000 | -3.77% | |
| Citadel Advisors Llc | 0.00% | 38,082 | $1,000,841 | $963,094 | -$37,747 | -3.77% | |
| Simplifi, Inc. | 0.37% | 36,772 | $913,582 | $929,964 | +$16,382 | +1.79% | |
| Kestra Advisory Services, Llc | 0.00% | 24,622 | $647,103 | $622,690 | -$24,413 | -3.77% | |
| Efg International Ag | 0.01% | 23,955 | $629,566 | $605,822 | -$23,744 | -3.77% | |
| Bank Of America Corp | 0.00% | 18,236 | $479,260 | $461,188 | -$18,072 | -3.77% | |
| Jane Street Group, Llc | 0.00% | 17,968 | $472,221 | $454,411 | -$17,810 | -3.77% | |
| Stronghold Wealth Management L.L.C. | 0.38% | 11,049 | $274,504 | $279,429 | +$4,925 | +1.79% | |
| Able Financial Group, Llc | 0.04% | 10,094 | $250,777 | $255,277 | +$4,500 | +1.79% | |
| Susquehanna International Group, Llp | 0.00% | 9,540 | $250,723 | $241,267 | -$9,456 | -3.77% | |
| Centaurus Financial, Inc. | 0.01% | 6,187 | $163,000 | $156,469 | -$6,531 | -4.01% | |
| Osaic Holdings, Inc. | 0.00% | 6,031 | $158,526 | $152,524 | -$6,002 | -3.79% | |
| Harbour Investments, Inc. | 0.00% | 3,725 | $97,897 | $94,205 | -$3,692 | -3.77% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,000 | $26,281 | $25,290 | -$991 | -3.77% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 51,704 | $1,359 | $1,307,594 | +$1,306,235 | +96117.38% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about LQDI
Who are the largest institutional holders of LQDI?
The largest institutional holders of LQDI reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Mml Investors Services, Llc, Lpl Financial Llc, Ameritas Advisory Services, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported LQDI position.
What is LQDI institutional ownership?
This page tracks LQDI positions reported by institutional investment managers through SEC Form 13F. ISHARES INFLATION HEDGED COR (LQDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LQDI?
InsiderSet currently tracks 22 institutional managers reporting LQDI 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 LQDI shareholders.
How much LQDI stock do institutions own?
Institutional investment managers disclosed approximately $46.34M in LQDI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LQDI institutional ownership last updated?
The latest LQDI 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 LQDI 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 LQDI position after the reporting date.
Are institutions buying or selling LQDI?
Institutional buying and selling can be analyzed by comparing LQDI positions across consecutive 13F reporting periods. InsiderSet's LQDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LQDI ownership changes.
How has LQDI institutional ownership changed over time?
InsiderSet tracks LQDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.