Who Owns ISHARES TR (LQDW)? -- Institutional Holders (2026-03-31)

51 institutions reported holding $76.4M of ISHARES TR (LQDW) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($22.0M), RAYMOND JAMES FINANCIAL INC ($10.1M), LPL Financial LLC ($7.6M), Sentinel Advisory Group, LLC ($6.0M), Kelly Financial Services LLC ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$22.0M908,673Added
2RAYMOND JAMES FINANCIAL INC$10.1M418,415Added
3LPL Financial LLC$7.6M312,298Added
4Sentinel Advisory Group, LLC$6.0M248,664New
5Kelly Financial Services LLC$4.3M176,347New
6MATHER GROUP, LLC.$4.1M168,695New
7Prime Capital Investment Advisors, LLC$3.5M143,131Trimmed
8STIFEL FINANCIAL CORP$3.2M132,375Added
9Private Advisor Group, LLC$2.4M99,619Trimmed
10ARMSTRONG ADVISORY GROUP, INC$2.2M92,297Added
11OSAIC HOLDINGS, INC.$1.1M43,729Added
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$896,61937,081Added
13Prosperity Consulting Group, LLC$746,07430,855Hold
14SeaCrest Wealth Management, LLC$664,95027,500Hold
15WealthShield Partners, LLC$622,32125,737Added
16DOVER ADVISORS, LLC$590,40324,417Added
17Mirae Asset Global Investments Co., Ltd.$576,57223,845New
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$551,92923,016Trimmed
19Belpointe Asset Management LLC$536,77522,199Added
20Fortis Capital Advisors, LLC$536,77522,199Added
21MGO ONE SEVEN LLC$441,50318,259New
22CITADEL ADVISORS LLC$426,70417,647Trimmed
23Nicholas Wealth, LLC.$425,33717,590New
24Janney Montgomery Scott LLC$410,00016,940New
25Coordinated Financial Services, Inc.$394,32516,308Added

Source: SEC Form 13F filings · as of 2026-03-31