iShares, Inc. - LQDW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 908,673 | 21,971 | 0.0% | 0.0% | 1 | +108,110 | 13.5% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 418,415 | 10,117 | 0.0% | 0.0% | 2 | +109,599 | 35.49% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 312,298 | 7,551 | 0.0% | 0.0% | 3 | +144,469 | 86.08% | Q1 2026 | May 06, 2026 |
| Sentinel Advisory Group, LLC | History | New | 248,664 | 6,012 | 2.93% | — | 4 | +248,664 | New | Q1 2026 | May 14, 2026 |
| Kelly Financial Services LLC | History | New | 176,347 | 4,272 | 1.03% | — | 5 | +176,347 | New | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 168,695 | 4,079 | 0.04% | — | 6 | +168,695 | New | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 143,131 | 3,460 | 0.04% | 0.1% | 7 | -177,833 | -55.41% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 132,375 | 3,200 | 0.0% | 0.0% | 8 | +14,469 | 12.27% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 99,619 | 2,408 | 0.01% | 0.01% | 9 | -4,444 | -4.27% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 92,297 | 2,231 | 0.15% | 0.11% | 10 | +24,617 | 36.37% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,729 | 1,057 | 0.0% | 0.0% | 11 | +12,732 | 41.07% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,081 | 896 | 0.0% | 0.0% | 12 | +24,538 | 195.63% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 30,855 | 746 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 27,500 | 664 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 25,737 | 622 | 0.07% | 0.07% | 15 | +573 | 2.28% | Q1 2026 | May 01, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 24,417 | 590 | 0.24% | 0.2% | 16 | +3,125 | 14.68% | Q1 2026 | Apr 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 23,845 | 576 | 0.0% | — | 17 | +23,845 | New | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,016 | 551 | 0.0% | 0.0% | 18 | -101,956 | -81.58% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 22,199 | 536 | 0.02% | 0.01% | 19 | +6,225 | 38.97% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 22,199 | 536 | 0.07% | 0.06% | 20 | +6,225 | 38.97% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | New | 18,259 | 441 | 0.01% | — | 21 | +18,259 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,647 | 426 | 0.0% | 0.0% | 22 | -3,743 | -17.5% | Q1 2026 | May 15, 2026 |
| Nicholas Wealth, LLC. | History | New | 17,590 | 425 | 0.29% | — | 23 | +17,590 | New | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | New | 16,940 | 410 | 0.0% | — | 24 | +16,940 | New | Q1 2026 | Apr 22, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 16,308 | 394 | 0.23% | 0.22% | 25 | +852 | 5.51% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,853 | 310 | 0.01% | 0.01% | 26 | +2,103 | 19.56% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,600 | 286 | 0.03% | 0.02% | 27 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 11,660 | 281 | 0.08% | 0.09% | 28 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 11,368 | 274 | 0.0% | 0.0% | 29 | +2,985 | 35.61% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,151 | 269 | 0.0% | 0.01% | 30 | +157 | 1.43% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | New | 9,219 | 222 | 0.03% | — | 31 | +9,219 | New | Q1 2026 | Apr 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,000 | 217 | 0.0% | 0.01% | 32 | -205,266 | -95.8% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 8,786 | 212 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | No change | 2,000 | 48 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 1,450 | 35 | 0.0% | — | 35 | +1,450 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 884 | 21 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | New | 744 | 17 | 0.0% | — | 37 | +744 | New | Q1 2026 | May 06, 2026 |
| Red Tortoise LLC | History | Added to | 669 | 16 | 0.01% | 0.01% | 39 | +11 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 687 | 16 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 600 | 14 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 568 | 13 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 300 | 7 | 0.0% | 0.0% | 42 | -226 | -42.97% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 139 | 3 | 0.0% | 0.0% | 44 | -139 | -50.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 150 | 3 | 0.0% | 0.0% | 43 | +10 | 7.14% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178,898 | -100.0% | Q1 2026 | May 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -19,946 | -100.0% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,088 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,646 | -100.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 31 | 0 | — | — | — | +1 | 3.33% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |