iShares U.S. ETF Trust - LQDH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Destination Wealth Management | History | Added to | 892,414 | 83,306 | 2.18% | 2.21% | 1 | +34,888 | 4.07% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 411,670 | 38,429 | 0.01% | 0.01% | 2 | -19,834 | -4.6% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 393,935 | 36,773 | 0.01% | 0.01% | 3 | +45,039 | 12.91% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 282,528 | 26,373 | 0.0% | 0.0% | 4 | -1,429 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 262,375 | 24,499 | 1.78% | 1.37% | 5 | +149,654 | 132.76% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 167,831 | 15,666 | 0.04% | 0.04% | 6 | +15,878 | 10.45% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 137,825 | 12,865 | 0.0% | 0.0% | 7 | +8,178 | 6.31% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 109,515 | 10,223 | 0.72% | 0.8% | 8 | +2,071 | 1.93% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Added to | 99,470 | 9,285 | 0.0% | 0.0% | 9 | +19,512 | 24.4% | Q4 2025 | Feb 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 95,991 | 8,960 | 7.01% | — | 10 | +95,991 | New | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,449 | 7,136 | 0.0% | 0.0% | 11 | +3,089 | 4.21% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 57,341 | 5,352 | 0.0% | 0.0% | 12 | +2,036 | 3.68% | Q4 2025 | Feb 12, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 55,452 | 5,188 | 1.17% | 0.31% | 13 | +42,133 | 316.34% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 51,260 | 4,785 | 0.05% | 0.05% | 14 | -895 | -1.72% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 50,522 | 4,716 | 0.47% | — | 15 | +50,522 | New | Q4 2025 | Apr 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,539 | 4,344 | 0.0% | 0.0% | 16 | +7,705 | 19.84% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 43,768 | 4,085 | 0.01% | 0.01% | 17 | +7,341 | 20.15% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,175 | 3,844 | 0.01% | 0.01% | 18 | -10,861 | -20.87% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 40,263 | 3,758 | 0.05% | 0.04% | 19 | +6,550 | 19.43% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,443 | 3,217 | 0.0% | 0.0% | 20 | +4,689 | 15.76% | Q4 2025 | Jan 08, 2026 |
| Savvy Advisors, Inc. | History | New | 31,455 | 2,936 | 0.09% | — | 21 | +31,455 | New | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Added to | 31,001 | 2,894 | 0.0% | 0.0% | 22 | +4,323 | 16.2% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,967 | 2,611 | 0.01% | 0.01% | 23 | +2,730 | 10.82% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 27,919 | 2,605 | 0.0% | — | 24 | +27,919 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 25,463 | 2,377 | 0.01% | 0.02% | 25 | +189 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,275 | 2,359 | 0.01% | 0.01% | 26 | -2,956 | -10.47% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 24,869 | 2,321 | 0.0% | 0.01% | 27 | -11,566 | -31.74% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 24,358 | 2,273 | 0.0% | 0.0% | 28 | +13,278 | 119.84% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 22,460 | 2,097 | 0.0% | 0.0% | 29 | +3,333 | 17.43% | Q4 2025 | Feb 12, 2026 |
| Red Wave Investments LLC | History | Reduced | 22,326 | 2,084 | 0.62% | 0.65% | 30 | -432 | -1.9% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,352 | 1,993 | 0.02% | 0.01% | 31 | +2,303 | 12.09% | Q4 2025 | Jan 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 21,088 | 1,968 | 1.34% | 1.84% | 32 | -7,388 | -25.94% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,024 | 1,962 | 0.01% | 0.0% | 33 | +12,445 | 145.06% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,342 | 1,898 | 0.0% | 0.0% | 34 | +1,974 | 10.75% | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,161 | 1,881 | 0.05% | 0.12% | 35 | +374 | 1.89% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,372 | 1,808 | 0.0% | 0.0% | 36 | +3,788 | 24.31% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,563 | 1,546 | 0.0% | 0.0% | 37 | +803 | 5.1% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 16,437 | 1,534 | 0.03% | 0.03% | 38 | +1,218 | 8.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Added to | 16,395 | 1,530 | 0.27% | 0.28% | 39 | +16 | 0.1% | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,071 | 1,500 | 0.01% | 0.01% | 40 | +1,359 | 9.24% | Q4 2025 | Feb 18, 2026 |
| Able Wealth Management LLC | History | Added to | 15,784 | 1,473 | 0.47% | 0.55% | 41 | +154 | 0.99% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,371 | 1,434 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,686 | 1,090 | 0.0% | 0.05% | 43 | -121,362 | -91.22% | Q4 2025 | Feb 12, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 11,465 | 1,070 | 0.15% | 0.19% | 44 | -3,257 | -22.12% | Q4 2025 | Jan 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 11,126 | 1,038 | 0.2% | 0.16% | 45 | +1,995 | 21.85% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,880 | 1,015 | 0.0% | — | 46 | +10,880 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,370 | 968 | 0.02% | 0.02% | 47 | -34 | -0.33% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,282 | 959 | 0.0% | 0.0% | 48 | +253 | 2.52% | Q4 2025 | Feb 06, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 8,918 | 832 | 0.03% | 0.03% | 49 | -21 | -0.23% | Q4 2025 | Jan 20, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,551 | 704 | 0.03% | 0.04% | 50 | -668 | -8.13% | Q4 2025 | Jan 22, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,244 | 676 | 0.14% | 0.19% | 51 | -1,653 | -18.58% | Q4 2025 | Feb 11, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 6,769 | 631 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,740 | 629 | 0.05% | 0.05% | 53 | +526 | 8.46% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Added to | 6,019 | 561 | 0.06% | 0.04% | 54 | +2,135 | 54.97% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,274 | 492 | 0.01% | 0.01% | 55 | +99 | 1.91% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,234 | 488 | 0.09% | 0.09% | 56 | +51 | 0.98% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,178 | 483 | 0.01% | 0.01% | 57 | +600 | 13.11% | Q4 2025 | Jan 14, 2026 |
| McAdam, LLC | History | Reduced | 5,170 | 482 | 0.02% | 0.03% | 58 | -264 | -4.86% | Q4 2025 | Feb 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 5,074 | 473 | 0.27% | 0.26% | 59 | +411 | 8.81% | Q4 2025 | Jan 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 4,950 | 462 | 0.24% | — | 60 | +4,950 | New | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,483 | 418 | 0.01% | 0.0% | 61 | +2,188 | 95.34% | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 4,210 | 393 | 0.06% | 0.06% | 62 | -20 | -0.47% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,905 | 364 | 0.0% | 0.0% | 63 | +32 | 0.83% | Q4 2025 | Feb 18, 2026 |
| Guardian Partners Inc. | History | Reduced | 3,727 | 347 | 0.03% | 0.03% | 64 | -107 | -2.79% | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 3,530 | 329 | 0.01% | — | 65 | +3,530 | New | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Reduced | 3,199 | 298 | 0.01% | 0.01% | 66 | -392 | -10.92% | Q4 2025 | Jan 30, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,163 | 295 | 0.01% | 0.01% | 67 | +118 | 3.88% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,160 | 294 | 0.01% | 0.01% | 68 | +118 | 3.88% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,942 | 274 | 0.01% | 0.26% | 69 | -46,781 | -94.08% | Q4 2025 | Jan 20, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 2,932 | 273 | 0.23% | 0.23% | 70 | +27 | 0.93% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 2,917 | 272 | 0.0% | — | 71 | +2,917 | New | Q4 2025 | Feb 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 2,686 | 250 | 0.1% | — | 72 | +2,686 | New | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,660 | 248 | 0.0% | 0.01% | 73 | -161 | -5.71% | Q4 2025 | Feb 12, 2026 |
| FSA Advisors, Inc. | History | Added to | 2,542 | 237 | 0.16% | 0.16% | 74 | +385 | 17.85% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,463 | 229 | 0.0% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,444 | 228 | 0.0% | — | 76 | +2,444 | New | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,430 | 226 | 0.0% | 0.0% | 77 | -88 | -3.49% | Q4 2025 | Feb 17, 2026 |
| ONE Advisory Partners, LLC | History | New | 2,419 | 225 | 0.07% | — | 78 | +2,419 | New | Q4 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,345 | 220 | 0.01% | 0.01% | 79 | -194 | -7.64% | Q4 2025 | Jan 23, 2026 |
| West Wealth Group, LLC | History | Added to | 2,287 | 213 | 0.04% | 0.05% | 81 | +15 | 0.66% | Q4 2025 | Jan 26, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,283 | 213 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,002 | 186 | 0.0% | 0.0% | 82 | +290 | 16.94% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,349 | 125 | 0.0% | 0.0% | 83 | -55 | -3.92% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,279 | 119 | 0.0% | — | 84 | +1,279 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 705 | 65 | 0.0% | 0.0% | 85 | -4,542 | -86.56% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 645 | 60 | 0.02% | 0.02% | 86 | +95 | 17.27% | Q4 2025 | Jan 22, 2026 |
| Harbor Asset Planning, Inc. | History | New | 450 | 41 | 0.04% | — | 87 | +450 | New | Q4 2025 | Jan 26, 2026 |
| NBT BANK N A /NY | History | New | 93 | 37 | 0.0% | — | 88 | +93 | New | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 310 | 28 | 0.02% | — | 90 | +310 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 308 | 28 | 0.01% | — | 89 | +308 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 296 | 27 | 0.0% | 0.0% | 91 | -25 | -7.79% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 283 | 26 | 0.0% | 0.0% | 92 | +251 | 784.38% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 272 | 25 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 253 | 23 | 0.0% | — | 94 | +243 | 2430.0% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | No change | 185 | 17 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 174 | 16 | 0.0% | 0.02% | 96 | -696 | -80.0% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 175 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| North Star Investment Management Corp. | History | New | 167 | 15 | 0.0% | — | 98 | +167 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 158 | 14 | 0.0% | 0.0% | 99 | +80 | 102.56% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 100 | 9 | 0.0% | 0.01% | 100 | -100 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MidFirst Bank | History | New | 97 | 9 | 0.0% | — | 101 | +97 | New | Q4 2025 | Feb 25, 2026 |
| Blue Trust, Inc. | History | No change | 87 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FMR LLC | History | Reduced | 80 | 7 | 0.0% | 0.0% | 103 | -70 | -46.67% | Q4 2025 | Feb 17, 2026 |
| Park Square Financial Group, LLC | History | Added to | 81 | 7 | 0.04% | 0.02% | 104 | +33 | 68.75% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 62 | 5 | 0.0% | — | 105 | +62 | New | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 57 | 5 | 0.0% | — | 106 | +57 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 23 | 2 | 0.0% | — | 107 | +23 | New | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | No change | 28 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -57,057 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -44,334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,684 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,304 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |