iShares U.S. ETF Trust - LQDH
Detailed investor-level table based on 13F positions.
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 | 967,931 | 90,145 | 2.1% | 2.23% | 1 | +38,286 | 4.12% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 396,750 | 36,950 | 0.01% | 0.01% | 2 | +30,849 | 8.43% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 348,308 | 32,438 | 0.0% | 0.0% | 3 | +126,589 | 57.09% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 331,327 | 30,857 | 0.0% | 0.0% | 4 | +38,463 | 13.13% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 153,334 | 14,280 | 0.0% | 0.0% | 5 | +84,932 | 124.17% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 123,444 | 11,496 | 2.3% | 2.3% | 6 | +10,248 | 9.05% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 115,582 | 10,764 | 0.66% | 0.77% | 7 | +1,230 | 1.08% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,395 | 10,560 | 0.0% | 0.0% | 8 | -74,943 | -39.79% | Q2 2026 | Sep 23, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 106,109 | 9,882 | 6.68% | 7.26% | 9 | +1,662 | 1.59% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,945 | 7,072 | 0.01% | 0.02% | 10 | +13,267 | 21.17% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,130 | 4,203 | 0.01% | 0.01% | 11 | +2,560 | 6.01% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 43,652 | 4,065 | 0.54% | 0.88% | 12 | -9,465 | -17.82% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,342 | 4,037 | 0.0% | 0.01% | 13 | +1,387 | 3.31% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 41,912 | 3,903 | 0.0% | 0.0% | 14 | -9,518 | -18.51% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 38,798 | 3,613 | 0.08% | 0.09% | 15 | +3,956 | 11.35% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 33,788 | 3,146 | 0.0% | 0.0% | 16 | -22,472 | -39.94% | Q2 2026 | Aug 12, 2026 |
| Clark Capital Management Group, Inc. | History | New | 30,185 | 2,811 | 0.02% | — | 17 | +30,185 | New | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,950 | 2,510 | 0.0% | 0.01% | 18 | -954 | -3.42% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 25,836 | 2,406 | 0.0% | 0.0% | 19 | -1,153 | -4.27% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 24,788 | 2,308 | 0.05% | 0.06% | 20 | +2,915 | 13.33% | Q2 2026 | Aug 14, 2026 |
| Red Wave Investments LLC | History | Reduced | 21,013 | 1,956 | 0.5% | 0.6% | 21 | -656 | -3.03% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,082 | 1,777 | 0.0% | 0.0% | 22 | +60 | 0.32% | Q2 2026 | Jul 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 18,768 | 1,747 | 0.96% | 1.11% | 23 | -16 | -0.09% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,102 | 1,685 | 0.0% | 0.0% | 24 | -3,133 | -14.75% | Q2 2026 | Sep 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,973 | 1,673 | 0.0% | 0.0% | 25 | +2,324 | 14.85% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,358 | 1,337 | 0.0% | 0.0% | 26 | -93 | -0.64% | Q2 2026 | Aug 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 13,421 | 1,249 | 0.2% | 0.2% | 27 | +1,387 | 11.53% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | New | 9,962 | 1,103 | 0.0% | — | 28 | +9,962 | New | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 10,806 | 1,006 | 0.04% | 0.04% | 29 | +1,069 | 10.98% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,639 | 990 | 0.0% | 0.01% | 30 | -3,282 | -23.58% | Q2 2026 | Aug 18, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 10,570 | 984 | 0.0% | 0.0% | 31 | +422 | 4.16% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Reduced | 10,499 | 978 | 0.0% | 0.0% | 32 | -13,503 | -56.26% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,487 | 976 | 0.0% | 0.0% | 33 | -10,385 | -49.76% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | No change | 9,857 | 910 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,170 | 854 | 0.0% | 0.01% | 35 | -1,893 | -17.11% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,313 | 681 | 0.03% | 0.03% | 36 | -43 | -0.58% | Q2 2026 | Jul 02, 2026 |
| McAdam, LLC | History | Added to | 7,047 | 656 | 0.03% | 0.02% | 37 | +1,760 | 33.29% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,258 | 582 | 0.01% | 0.01% | 38 | +6 | 0.1% | Q2 2026 | Jul 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 5,851 | 544 | 0.03% | 0.04% | 39 | -227 | -3.73% | Q2 2026 | Aug 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 5,835 | 543 | 0.08% | 0.07% | 40 | +1,077 | 22.64% | Q2 2026 | Jul 29, 2026 |
| Alpine Bank Wealth Management | History | Added to | 5,593 | 520 | 0.07% | 0.07% | 41 | +133 | 2.44% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,471 | 509 | 0.01% | 0.01% | 42 | +167 | 3.15% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,092 | 474 | 0.0% | 0.0% | 43 | -1,584 | -23.73% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,897 | 453 | 0.0% | 0.0% | 44 | +475 | 10.74% | Q2 2026 | Jul 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,657 | 433 | 0.07% | 0.11% | 45 | -1,696 | -26.7% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 4,362 | 406 | 0.01% | — | 46 | +4,362 | New | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,092 | 381 | 0.01% | 0.01% | 47 | -2,843 | -40.99% | Q2 2026 | Jul 09, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 3,984 | 371 | 0.03% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,689 | 343 | 0.0% | 0.0% | 49 | +404 | 12.3% | Q2 2026 | Aug 19, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 3,526 | 328 | 0.04% | 0.05% | 50 | -284 | -7.45% | Q2 2026 | Aug 06, 2026 |
| Guardian Partners Inc. | History | Reduced | 3,480 | 324 | 0.03% | 0.03% | 51 | -1 | -0.03% | Q2 2026 | Jul 29, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 3,330 | 310 | 0.01% | 0.01% | 52 | -200 | -5.67% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,326 | 309 | 0.0% | 0.01% | 53 | -162 | -4.64% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Reduced | 3,101 | 288 | 0.01% | 0.01% | 54 | -65 | -2.05% | Q2 2026 | Aug 07, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 3,016 | 280 | 0.12% | 0.26% | 55 | -3,009 | -49.94% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 2,906 | 270 | 0.0% | 0.0% | 56 | +209 | 7.75% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 2,776 | 258 | 0.0% | — | 57 | +2,776 | New | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,716 | 252 | 0.0% | 0.0% | 58 | -50 | -1.81% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,685 | 250 | 0.0% | 0.0% | 59 | -24,182 | -90.01% | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 2,665 | 248 | 0.03% | 0.03% | 60 | +319 | 13.6% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 2,644 | 246 | 0.0% | — | 62 | +2,644 | New | Q2 2026 | Aug 04, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,676 | 246 | 0.08% | 0.09% | 61 | -40 | -1.47% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,644 | 244 | 0.0% | — | 64 | +2,644 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,644 | 244 | 0.0% | 0.0% | 63 | +314 | 13.48% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | New | 2,541 | 236 | 0.0% | — | 65 | +2,541 | New | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,463 | 229 | 0.0% | 0.0% | 66 | -228 | -8.47% | Q2 2026 | Aug 12, 2026 |
| Cadia Private Client LLC | History | Added to | 2,446 | 227 | 0.16% | 0.18% | 67 | +34 | 1.41% | Q2 2026 | Aug 11, 2026 |
| Able Wealth Management LLC | History | Reduced | 2,359 | 219 | 0.05% | 0.2% | 68 | -5,794 | -71.07% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,311 | 215 | 0.0% | 0.0% | 69 | +28 | 1.23% | Q2 2026 | Aug 05, 2026 |
| Capital Square, LLC | History | New | 2,280 | 210 | 0.09% | — | 71 | +2,280 | New | Q2 2026 | Aug 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,283 | 210 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,568 | 146 | 0.0% | 0.0% | 72 | -659 | -29.59% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,500 | 139 | 0.0% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | Reduced | 1,471 | 136 | 0.0% | 0.0% | 74 | -104 | -6.6% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,288 | 119 | 0.01% | 0.01% | 75 | -720 | -35.86% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 662 | 61 | 0.03% | 0.02% | 77 | +171 | 34.83% | Q2 2026 | Jul 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 660 | 61 | 0.02% | 0.02% | 76 | +9 | 1.38% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 525 | 48 | 0.0% | 0.0% | 78 | +403 | 330.33% | Q2 2026 | Jul 17, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 450 | 41 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 388 | 36 | 0.0% | 0.0% | 80 | +116 | 42.65% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | New | 359 | 33 | 0.0% | — | 81 | +359 | New | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 316 | 29 | 0.01% | — | 82 | +316 | New | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | Added to | 284 | 26 | 0.0% | 0.0% | 83 | +1 | 0.35% | Q2 2026 | Jul 15, 2026 |
| Bangor Savings Bank | History | No change | 185 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 174 | 16 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 175 | 16 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 128 | 11 | 0.0% | 0.0% | 87 | -29 | -18.47% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 9 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 89 | 8 | 0.0% | 0.0% | 90 | -500 | -84.89% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 87 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 57 | 5 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 22 | 2 | 0.0% | 0.01% | 92 | -1,214 | -98.22% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 31 | 2 | 0.0% | — | 93 | +31 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21 | 1 | 0.0% | 0.0% | 94 | -51 | -70.83% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | New | 11 | 1 | 0.0% | — | 96 | +11 | New | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -59,857 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,989 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -7,668 | -100.0% | Q2 2026 | Aug 06, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.01% | — | -6,605 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,268 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,301 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -2,688 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,683 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,588 | -100.0% | Q2 2026 | Jul 22, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,373 | -100.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,195 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -840 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q2 2026 | Jul 29, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |