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 | 929,645 | 85,843 | 2.23% | 2.18% | 1 | +37,231 | 4.17% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 365,901 | 33,787 | 0.01% | 0.01% | 2 | -28,034 | -7.12% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 292,864 | 27,043 | 0.0% | 0.0% | 3 | +10,336 | 3.66% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 221,719 | 20,473 | 0.0% | 0.0% | 4 | +122,249 | 122.9% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 188,338 | 17,391 | 0.0% | 0.01% | 5 | -223,332 | -54.25% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 114,352 | 10,559 | 0.77% | 0.72% | 6 | +4,837 | 4.42% | Q1 2026 | May 05, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 113,196 | 10,452 | 2.3% | 1.17% | 7 | +57,744 | 104.13% | Q1 2026 | Apr 14, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 104,447 | 9,644 | 7.26% | 7.01% | 8 | +8,456 | 8.81% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 68,402 | 6,316 | 0.0% | 0.0% | 9 | -8,047 | -10.53% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 62,678 | 5,787 | 0.02% | 0.04% | 10 | -105,153 | -62.65% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 59,857 | 5,527 | 0.0% | — | 11 | +59,857 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 56,260 | 5,195 | 0.0% | 0.0% | 12 | -1,081 | -1.89% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 53,117 | 4,904 | 0.88% | 0.09% | 13 | +47,883 | 914.85% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 51,430 | 4,749 | 0.0% | 0.0% | 14 | -86,395 | -62.68% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 42,570 | 3,930 | 0.01% | 0.01% | 15 | -1,198 | -2.74% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,955 | 3,874 | 0.01% | 0.01% | 16 | +780 | 1.89% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 34,842 | 3,217 | 0.09% | 0.09% | 17 | +3,387 | 10.77% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 27,904 | 2,577 | 0.01% | 0.01% | 18 | -63 | -0.23% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,989 | 2,492 | 0.0% | 0.0% | 19 | +2,631 | 10.8% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 26,867 | 2,481 | 0.0% | 0.0% | 20 | -1,052 | -3.77% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 24,002 | 2,216 | 0.0% | 0.0% | 21 | +1,542 | 6.87% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,873 | 2,019 | 0.06% | 0.05% | 22 | +1,712 | 8.49% | Q1 2026 | May 12, 2026 |
| Red Wave Investments LLC | History | Reduced | 21,669 | 2,000 | 0.6% | 0.62% | 23 | -657 | -2.94% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,235 | 1,960 | 0.0% | 0.0% | 24 | +10,355 | 95.17% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,872 | 1,927 | 0.0% | 0.0% | 25 | +1,500 | 7.74% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,022 | 1,756 | 0.0% | 0.01% | 26 | -6,253 | -24.74% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | New | 18,989 | 1,753 | 0.0% | — | 27 | +18,989 | New | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 18,784 | 1,734 | 1.11% | 1.34% | 28 | -2,304 | -10.93% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,437 | 1,534 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 16,395 | 1,530 | 0.27% | 0.27% | 30 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,649 | 1,445 | 0.0% | 0.0% | 31 | -914 | -5.52% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,451 | 1,334 | 0.0% | 0.0% | 32 | -16,550 | -53.39% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,921 | 1,285 | 0.01% | 0.01% | 33 | -2,150 | -13.38% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 12,034 | 1,111 | 0.2% | 0.2% | 34 | +908 | 8.16% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,063 | 1,021 | 0.01% | 0.01% | 35 | -9,961 | -47.38% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,148 | 937 | 0.0% | 0.0% | 36 | -1,538 | -13.16% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Reduced | 9,857 | 910 | 0.07% | 1.78% | 37 | -252,518 | -96.24% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 9,737 | 899 | 0.04% | 0.03% | 38 | +819 | 9.18% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Reduced | 8,153 | 752 | 0.2% | 0.47% | 39 | -7,631 | -48.35% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,668 | 708 | 0.0% | 0.0% | 40 | -38,871 | -83.52% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,356 | 679 | 0.03% | 0.03% | 41 | -195 | -2.58% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,935 | 640 | 0.01% | 0.01% | 42 | +1,757 | 33.93% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,676 | 617 | 0.0% | 0.02% | 43 | -14,676 | -68.73% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | New | 6,605 | 609 | 0.01% | — | 44 | +6,605 | New | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 6,353 | 586 | 0.11% | 0.14% | 45 | -891 | -12.3% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,252 | 577 | 0.01% | 0.01% | 46 | -46 | -0.73% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 6,078 | 561 | 0.04% | 0.05% | 47 | -691 | -10.21% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 5,460 | 504 | 0.07% | 0.15% | 48 | -6,005 | -52.38% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,304 | 489 | 0.01% | 0.01% | 49 | +821 | 18.31% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Added to | 5,287 | 488 | 0.02% | 0.02% | 50 | +117 | 2.26% | Q1 2026 | May 08, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 4,758 | 439 | 0.07% | — | 51 | +4,758 | New | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,422 | 407 | 0.0% | 0.0% | 52 | -30,021 | -87.16% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,268 | 394 | 0.05% | — | 53 | +4,268 | New | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 3,984 | 367 | 0.04% | 0.47% | 54 | -46,538 | -92.11% | Q1 2026 | Apr 30, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 3,810 | 351 | 0.05% | 0.06% | 55 | -400 | -9.5% | Q1 2026 | Apr 21, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 3,530 | 325 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,488 | 322 | 0.01% | 0.02% | 57 | -6,882 | -66.36% | Q1 2026 | Apr 10, 2026 |
| Guardian Partners Inc. | History | Reduced | 3,481 | 322 | 0.03% | 0.03% | 58 | -246 | -6.6% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,301 | 304 | 0.0% | 0.0% | 59 | -6,981 | -67.9% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,285 | 303 | 0.0% | 0.0% | 60 | -620 | -15.88% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 3,166 | 292 | 0.01% | 0.01% | 61 | -33 | -1.03% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,766 | 255 | 0.0% | 0.0% | 62 | +336 | 13.83% | Q1 2026 | Apr 24, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 2,716 | 252 | 0.09% | 0.1% | 63 | +30 | 1.12% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | New | 2,697 | 249 | 0.0% | — | 64 | +2,697 | New | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 2,688 | 248 | 0.03% | 0.06% | 66 | -3,331 | -55.34% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,691 | 248 | 0.0% | 0.0% | 65 | +228 | 9.26% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,683 | 247 | 0.0% | 0.0% | 67 | +23 | 0.86% | Q1 2026 | May 11, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 2,588 | 239 | 0.13% | 0.27% | 68 | -2,486 | -48.99% | Q1 2026 | May 04, 2026 |
| Cadia Private Client LLC | History | New | 2,412 | 222 | 0.18% | — | 69 | +2,412 | New | Q1 2026 | May 20, 2026 |
| FSA Advisors, Inc. | History | Reduced | 2,373 | 219 | 0.14% | 0.16% | 70 | -169 | -6.65% | Q1 2026 | May 06, 2026 |
| Lifeworks Advisors, LLC | History | New | 2,346 | 216 | 0.03% | — | 71 | +2,346 | New | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,330 | 215 | 0.0% | — | 72 | +2,330 | New | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | New | 2,283 | 210 | 0.0% | — | 74 | +2,283 | New | Q1 2026 | May 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,283 | 210 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,227 | 204 | 0.0% | 0.0% | 75 | -18,115 | -89.05% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,195 | 202 | 0.0% | 0.0% | 76 | -13,176 | -85.72% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,008 | 185 | 0.01% | 0.01% | 77 | -934 | -31.75% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Reduced | 1,575 | 145 | 0.0% | 0.0% | 78 | -23,294 | -93.67% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | New | 1,500 | 138 | 0.01% | — | 79 | +1,500 | New | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,236 | 114 | 0.01% | 0.05% | 80 | -5,504 | -81.66% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,025 | 94 | 0.0% | — | 81 | +1,025 | New | Q1 2026 | May 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 840 | 77 | 0.0% | 0.0% | 82 | -1,162 | -58.04% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 651 | 60 | 0.02% | 0.02% | 83 | +6 | 0.93% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Reduced | 589 | 54 | 0.0% | 0.0% | 84 | -116 | -16.45% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 491 | 45 | 0.02% | 0.02% | 85 | +181 | 58.39% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 450 | 41 | 0.03% | 0.04% | 86 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 410 | 37 | 0.0% | 0.0% | 87 | +317 | 340.86% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 296 | 27 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 283 | 26 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 272 | 25 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bangor Savings Bank | History | No change | 185 | 17 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Mascoma Wealth Management LLC | History | No change | 174 | 16 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 175 | 16 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| North Star Investment Management Corp. | History | No change | 167 | 15 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 157 | 14 | 0.0% | 0.0% | 95 | +95 | 153.23% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 137 | 12 | 0.0% | 0.01% | 96 | -5,137 | -97.4% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 122 | 11 | 0.0% | 0.0% | 97 | -36 | -22.78% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 111 | 10 | 0.0% | — | 98 | +111 | New | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 9 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 87 | 8 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 72 | 6 | 0.0% | 0.0% | 101 | -181 | -71.54% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 57 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 34 | 3 | 0.0% | — | 104 | +34 | New | Q1 2026 | May 11, 2026 |
| Vision Retirement, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 105 | -92 | -88.46% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -51,260 | -100.0% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -40,263 | -100.0% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,463 | -100.0% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -4,950 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,163 | -100.0% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,160 | -100.0% | Q1 2026 | May 14, 2026 |
| Vista Cima Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,932 | -100.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,917 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,444 | -100.0% | Q1 2026 | May 04, 2026 |
| ONE Advisory Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,419 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,345 | -100.0% | Q1 2026 | May 01, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,287 | -100.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,349 | -100.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,279 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -308 | -100.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -81 | -100.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |