15 institutions reported holding $38.5M of ISHARES BBB RATE CORP BOND (LQDB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($20.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.5M), Insight Wealth Partners, LLC ($2.6M), Bank of New York Mellon Corp ($2.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $20.8M | 240,000 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 40,344 | Added |
| 3 | Insight Wealth Partners, LLC | $2.6M | 30,240 | Added |
| 4 | Bank of New York Mellon Corp | $2.1M | 24,825 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 22,247 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $1.6M | 18,125 | Hold |
| 7 | Integrated Wealth Concepts LLC | $1.4M | 16,060 | Added |
| 8 | JANE STREET GROUP, LLC | $1.1M | 13,004 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $1.1M | 12,911 | Trimmed |
| 10 | JPMORGAN CHASE & CO | $996,002 | 11,476 | New |
| 11 | MORGAN STANLEY | $498,897 | 5,770 | Trimmed |
| 12 | Royal Bank of Canada | $473,000 | 5,469 | Added |
| 13 | Belpointe Asset Management LLC | $297,782 | 3,444 | Hold |
| 14 | HARBOUR INVESTMENTS, INC. | $85,080 | 984 | Hold |
| 15 | OSAIC HOLDINGS, INC. | $9,856 | 114 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30