ISHARES INFLATION HEDGED COR (LQDI) Institutional Shareholders

ISHARES INFLATION HEDGED COR (LQDI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $38.72M in LQDI holdings during the latest filing period.

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 $9.19M, representing an estimated loss of -1.75% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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

$38.72M

Largest Holder

Envestnet Asset Management Inc

Largest Position

$9.35M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

22

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Envestnet Asset Management Inc0.00%355,942$9,354,589$9,190,565-$164,024-1.75%
Mml Investors Services, Llc0.02%355,612$9,345,907$9,182,044-$163,863-1.75%
Lpl Financial Llc0.00%327,199$8,599,183$8,448,409-$150,774-1.75%
Cetera Investment Advisers0.00%105,510$2,757,497$2,724,310-$33,187-1.20%
Tbh Global Asset Management, Llc0.29%59,532$1,564,564$1,537,140-$27,424-1.75%
Susquehanna International Group, Llp0.00%54,954$1,436,223$1,418,934-$17,289-1.20%
Ameritas Advisory Services, Llc0.04%38,658$1,010,327$998,165-$12,162-1.20%
Citadel Advisors Llc0.00%38,139$996,763$984,764-$11,999-1.20%
Simplifi, Inc.0.38%36,360$955,596$938,830-$16,766-1.75%
Kestra Advisory Services, Llc0.00%24,622$647,103$635,750-$11,353-1.75%
Efg International Ag0.01%23,955$626,064$618,528-$7,536-1.20%
Bank Of America Corp0.00%18,281$477,774$472,023-$5,751-1.20%
Jane Street Group, Llc0.00%12,918$337,612$333,548-$4,064-1.20%
Able Financial Group, Llc0.04%10,094$265,282$260,631-$4,651-1.75%
Osaic Holdings, Inc.0.00%4,829$126,225$124,687-$1,538-1.22%
Harbour Investments, Inc.0.00%3,725$97,353$96,181-$1,172-1.20%
Newedge Advisors, Llc0.00%86,584$86,584$2,235,634+$2,149,050+2482.04%
Rockefeller Capital Management L.P.0.00%1,000$26,135$25,820-$315-1.20%
International Assets Investment Management, Llc0.00%130$3,409$3,357-$52-1.54%
Cambridge Investment Research Advisors, Inc.0.00%51,704$1,359$1,335,018+$1,333,659+98135.32%
Morgan Stanley0.00%1$36$26-$10-28.28%
Wells Fargo & Company/Mn0.00%1$14$26+$12+84.43%

Frequently asked questions about LQDI

  • Who owns the most LQDI stock?

    The largest holders of LQDI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES INFLATION HEDGED COR (LQDI).

  • Is LQDI widely held by superinvestors?

    Many widely followed stocks like LQDI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LQDI is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.