LQDW Institutional Ownership & Shareholders
ISHARES INGR CORP BD B/W ETF (LQDW) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $89.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of LQDW tracked by InsiderSet, reporting ownership valued at approximately $21.41M 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 $20.07M, representing an estimated loss of -6.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed LQDW value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Columbus Macro, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ISHARES INGR CORP BD B/W ETF (LQDW).
This page ranks the largest institutional LQDW 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
41
Total Reported Value
$89.06M
Largest Holder
Bank Of America Corp
Largest Position
$21.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 891,169 | $21,410,330 | $20,069,126 | -$1,341,204 | -6.26% | |
| Columbus Macro, Llc | 1.58% | 715,502 | $16,263,371 | $16,113,105 | -$150,266 | -0.92% | |
| Raymond James Financial Inc | 0.00% | 454,812 | $10,926,860 | $10,242,366 | -$684,494 | -6.26% | |
| Lpl Financial Llc | 0.00% | 324,075 | $7,785,901 | $7,298,169 | -$487,732 | -6.26% | |
| Sentinel Advisory Group, Llc | 2.70% | 290,311 | $6,598,758 | $6,537,804 | -$60,954 | -0.92% | |
| Kelly Financial Services Llc | 0.82% | 168,040 | $3,819,545 | $3,784,261 | -$35,284 | -0.92% | |
| Stifel Financial Corp | 0.00% | 153,561 | $3,689,257 | $3,458,194 | -$231,063 | -6.26% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 156,278 | $3,552,201 | $3,519,381 | -$32,820 | -0.92% | |
| Armstrong Advisory Group, Inc | 0.15% | 107,397 | $2,441,139 | $2,418,580 | -$22,559 | -0.92% | |
| Mather Group, Llc. | 0.02% | 96,157 | $2,185,649 | $2,165,456 | -$20,193 | -0.92% | |
| Private Advisor Group, Llc | 0.01% | 55,510 | $1,333,622 | $1,250,085 | -$83,537 | -6.26% | |
| Osaic Holdings, Inc. | 0.00% | 51,060 | $1,226,860 | $1,149,871 | -$76,989 | -6.28% | |
| Prosperity Consulting Group, Llc | 0.03% | 29,361 | $705,398 | $661,210 | -$44,188 | -6.26% | |
| Seacrest Wealth Management, Llc | 0.08% | 30,500 | $693,265 | $686,860 | -$6,405 | -0.92% | |
| Farther Finance Advisors, Llc | 0.00% | 28,034 | $637,220 | $631,326 | -$5,894 | -0.93% | |
| Dover Advisors, Llc | 0.21% | 21,292 | $522,825 | $479,496 | -$43,329 | -8.29% | |
| Nicholas Wealth, Llc. | 0.27% | 22,761 | $517,357 | $512,578 | -$4,779 | -0.92% | |
| Belpointe Asset Management Llc | 0.02% | 20,016 | $480,893 | $450,760 | -$30,133 | -6.27% | |
| Fortis Capital Advisors, Llc | 0.05% | 20,016 | $480,893 | $450,760 | -$30,133 | -6.27% | |
| Lloyd Advisory Services, Llc. | 0.18% | 20,454 | $464,920 | $460,624 | -$4,296 | -0.92% | |
| Mgo One Seven Llc | 0.01% | 18,259 | $415,027 | $411,193 | -$3,834 | -0.92% | |
| Coordinated Financial Services, Inc. | 0.23% | 16,308 | $394,325 | $367,256 | -$27,069 | -6.86% | |
| Ima Advisory Services, Inc. | 0.02% | 15,401 | $370,004 | $346,831 | -$23,173 | -6.26% | |
| Cetera Investment Advisers | 0.00% | 13,543 | $325,388 | $304,988 | -$20,400 | -6.27% | |
| Harbour Investments, Inc. | 0.00% | 11,710 | $281,333 | $263,709 | -$17,624 | -6.26% | |
| Private Trust Co Na | 0.02% | 11,600 | $263,668 | $261,232 | -$2,436 | -0.92% | |
| Citadel Advisors Llc | 0.00% | 10,951 | $263,098 | $246,617 | -$16,481 | -6.26% | |
| Independent Financial Group, Llc | 0.00% | 10,894 | $247,621 | $245,333 | -$2,288 | -0.92% | |
| Kaizen Financial Strategies | 0.10% | 10,805 | $245,598 | $243,329 | -$2,269 | -0.92% | |
| 1834 Investment Advisors Co | 0.03% | 10,742 | $244,166 | $241,910 | -$2,256 | -0.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,000 | $204,572 | $202,680 | -$1,892 | -0.92% | |
| Aptus Capital Advisors, Llc | 0.00% | 884 | $21,238 | $19,908 | -$1,330 | -6.26% | |
| Red Tortoise Llc | 0.01% | 669 | $16,166 | $15,066 | -$1,100 | -6.81% | |
| Wells Fargo & Company/Mn | 0.00% | 295 | $7,075 | $6,643 | -$432 | -6.10% | |
| Royal Bank Of Canada | 0.00% | 306 | $7,000 | $6,891 | -$109 | -1.56% | |
| National Bank Of Canada | 0.00% | 150 | $3,603 | $3,378 | -$225 | -6.24% | |
| Wealthshield Partners, Llc | 0.00% | 141 | $3,395 | $3,175 | -$220 | -6.47% | |
| Sunbelt Securities, Inc. | 0.00% | 139 | $3,361 | $3,130 | -$231 | -6.86% | |
| Triumph Capital Management | 0.00% | 131 | $2,978 | $2,950 | -$28 | -0.94% | |
| Ifp Advisors, Inc | 0.00% | 66 | $1,500 | $1,486 | -$14 | -0.91% | |
| Morgan Stanley | 0.00% | 1 | $30 | $23 | -$7 | -24.93% |
Frequently asked questions about LQDW
Who are the largest institutional holders of LQDW?
The largest institutional holders of LQDW reported in the latest SEC Form 13F filings include Bank Of America Corp, Columbus Macro, Llc, Raymond James Financial Inc, Lpl Financial Llc, and Sentinel Advisory Group, Llc. InsiderSet ranks institutional holders by their latest reported LQDW position.
What is LQDW institutional ownership?
This page tracks LQDW positions reported by institutional investment managers through SEC Form 13F. ISHARES INGR CORP BD B/W ETF (LQDW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LQDW?
InsiderSet currently tracks 41 institutional managers reporting LQDW 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 LQDW shareholders.
How much LQDW stock do institutions own?
Institutional investment managers disclosed approximately $89.06M in LQDW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LQDW institutional ownership last updated?
The latest LQDW 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 LQDW 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 LQDW position after the reporting date.
Are institutions buying or selling LQDW?
Institutional buying and selling can be analyzed by comparing LQDW positions across consecutive 13F reporting periods. InsiderSet's LQDW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LQDW ownership changes.
How has LQDW institutional ownership changed over time?
InsiderSet tracks LQDW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.