iShares U.S. ETF Trust - LQDI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 311,388 | 8,245 | 0.0% | 0.0% | 1 | +19,852 | 6.81% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 310,076 | 8,210 | 0.0% | 0.0% | 2 | +34,394 | 12.48% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 309,302 | 8,190 | 0.02% | 0.02% | 3 | +56,129 | 22.17% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 101,609 | 2,690 | 0.0% | 0.0% | 4 | +4,377 | 4.5% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 85,398 | 2,261 | 0.01% | 0.01% | 5 | +12,465 | 17.09% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,082 | 1,220 | 0.0% | 0.0% | 6 | +3,891 | 9.22% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 44,866 | 1,188 | 0.04% | — | 7 | +44,866 | New | Q4 2025 | Feb 04, 2026 |
| SimpliFi, Inc. | History | Reduced | 41,986 | 1,111 | 0.47% | 17.0% | 8 | -1,434,412 | -97.16% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,614 | 916 | 0.0% | 0.0% | 9 | -3,702 | -9.66% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,628 | 731 | 0.0% | 0.0% | 10 | +2,455 | 9.75% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 25,774 | 682 | 0.0% | 0.0% | 11 | -1,140 | -4.24% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,027 | 609 | 0.0% | 0.0% | 12 | -20,135 | -46.65% | Q4 2025 | Feb 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 10,094 | 267 | 0.05% | 0.05% | 13 | +722 | 7.7% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,082 | 214 | 0.0% | 0.0% | 14 | -620 | -7.12% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,817 | 127 | 0.0% | 0.0% | 15 | -647 | -11.84% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,725 | 98 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 26 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 130 | 3 | 0.0% | — | 18 | +130 | New | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |