Who Owns ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $75.8M of ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($21.4M), RAYMOND JAMES FINANCIAL INC ($10.9M), LPL Financial LLC ($7.8M), Sentinel Advisory Group, LLC ($6.7M), Kelly Financial Services LLC ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$21.4M891,169Trimmed
2RAYMOND JAMES FINANCIAL INC$10.9M454,812Added
3LPL Financial LLC$7.8M324,075Added
4Sentinel Advisory Group, LLC$6.7M276,852Added
5Kelly Financial Services LLC$4.3M180,681Added
6STIFEL FINANCIAL CORP$3.7M153,561Added
7Prime Capital Investment Advisors, LLC$3.6M148,564Added
8ARMSTRONG ADVISORY GROUP, INC$2.5M102,894Added
9MATHER GROUP, LLC.$2.3M94,515Trimmed
10Private Advisor Group, LLC$1.3M55,510Trimmed
11OSAIC HOLDINGS, INC.$1.2M51,060Added
12HighTower Advisors, LLC$1.2M47,924New
13Mirae Asset Global Investments Co., Ltd.$731,75330,458Added
14Prosperity Consulting Group, LLC$705,39829,361Trimmed
15SeaCrest Wealth Management, LLC$684,71328,500Added
16Nicholas Wealth, LLC.$623,23325,941Added
17Farther Finance Advisors, LLC$572,68423,837Added
18DOVER ADVISORS, LLC$522,82521,292Trimmed
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$501,51321,232Trimmed
20Belpointe Asset Management LLC$480,89320,016Trimmed
21Fortis Capital Advisors, LLC$480,89320,016Trimmed
22Lloyd Advisory Services, LLC.$462,17519,237New
23MGO ONE SEVEN LLC$438,67218,259Hold
24IMA Advisory Services, Inc.$370,00415,401New
25Cetera Investment Advisers$325,38813,543Added

Source: SEC Form 13F filings · as of 2026-06-30