18 institutions reported holding $40.8M of ISHARES TR (LQDB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($21.6M), JANE STREET GROUP, LLC ($3.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.8M), BANK OF AMERICA CORP /DE/ ($2.7M), Insight Wealth Partners, LLC ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $21.6M | 250,000 | Hold |
| 2 | JANE STREET GROUP, LLC | $3.7M | 42,746 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 32,743 | New |
| 4 | BANK OF AMERICA CORP /DE/ | $2.7M | 31,108 | Trimmed |
| 5 | Insight Wealth Partners, LLC | $2.3M | 26,941 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 25,698 | New |
| 7 | Bank of New York Mellon Corp | $2.0M | 22,969 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $1.6M | 18,125 | Trimmed |
| 9 | Integrated Wealth Concepts LLC | $695,482 | 8,055 | Added |
| 10 | MORGAN STANLEY | $498,281 | 5,771 | Trimmed |
| 11 | Royal Bank of Canada | $334,000 | 3,863 | New |
| 12 | Belpointe Asset Management LLC | $297,362 | 3,444 | Trimmed |
| 13 | HARBOUR INVESTMENTS, INC. | $84,961 | 984 | Hold |
| 14 | OSAIC HOLDINGS, INC. | $9,842 | 114 | Hold |
| 15 | UBS Group AG | $0 | 0 | Exited |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | Geneos Wealth Management Inc. | $0 | 0 | Exited |
| 18 | US BANCORP \DE\ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31