iShares Int Hedg Corp. BD ETFLQDHETF

13F holders, Q1 2024 (March 31)
73holders
1famous investor
$94.04avg. 13F price*

At the end of Q1 2024, 73 institutions reported holding iShares Int Hedg Corp. BD ETF (LQDH) in their 13F filings. The largest holders were Destination Wealth Management ($69.8M), Bank of America Corp. ($28.4M) and Leo Wealth, LLC ($19.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Int Hedg Corp. BD ETF
CUSIP
46431W705
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 73Q1 2024Q2 2024: 74Q2 2024Q3 2024: 82Q3 2024Q4 2024: 92Q4 2024Q1 2025: 98Q1 2025Q2 2025: 104Q2 2025Q3 2025: 102Q3 2025Q4 2025: 113Q4 2025Q1 2026: 102Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions12$1.8M
Exits6$4.2M

Ownership 73 holders

Destination Wealth Management 2.32% Add +5.1% 742,139 $69.8M
Bank of America Corp. 0.00% Reduce -0.5% 302,158 $28.4M
Leo Wealth, LLC 1.97% Add +5.8% 204,848 $19.3M
LPL Financial LLC 0.01% Add +22.5% 184,901 $17.4M
Beacon Financial Group 1.32% Reduce -0.7% 122,498 $11.5M
Scotia Capital Inc. 0.06% Add +107.6% 115,343 $10.8M
Jane Street Group, LLC 0.01% Reduce -22.5% 73,342 $6.9M
Capital Investment Advisory Services, LLC 0.58% Add +106.3% 57,548 $5.4M
KFG Wealth Management, LLC 2.09% Reduce -1.8% 54,180 $5.1M
Bank of Montreal 0.00% Add +6.2% 48,124 $4.5M
Citadel Advisors 0.00% Add +249.1% 41,672 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Add +840.1% 40,179 $3.8M
Morgan Stanley 0.00% Add +345.9% 37,515 $3.5M
Assetmark, Inc. 0.01% Add +143503.9% 37,337 $3.5M
Osaic Holdings, Inc. 0.01% Add +269.2% 32,673 $3.1M
Red Wave Investments LLC 0.99% Reduce -12.8% 28,028 $2.6M
UBS Group AG 0.00% Add +12.6% 27,277 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -14.3% 24,939 $2.3M
Trilogy Capital Inc. 0.13% Reduce -19.2% 23,150 $2.2M
Freedom Investment Management, Inc. 0.16% Reduce -4.2% 21,771 $2.0M
Royal Bank of Canada 0.00% Add +43.1% 18,519 $1.7M
Sharkey, Howes & Javer 0.24% No change 15,629 $1.5M
WCG Wealth Advisors LLC 0.11% Add +11.8% 14,575 $1.4M
Janney Montgomery Scott LLC 0.00% New 14,131 $1.3M
Mercer Global Advisors Inc. 0.00% Reduce -16.1% 14,028 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -1.2% 13,273 $1.2M
Aquire Wealth Advisors, LLC 0.42% Add +0.8% 12,710 $1.2M
Wealthcare Advisory Partners LLC 0.04% Add +0.8% 12,424 $1.2M
Envestnet Asset Management Inc. 0.00% Add +7.0% 12,364 $1.2M
MML Investors Services, LLC 0.00% Add +21.8% 11,619 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -13.1% 11,123 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -16.9% 10,199 $959K
TrinityPoint Wealth, LLC 0.16% Reduce -0.2% 10,155 $955K
Able Wealth Management LLC 0.83% Add +20.0% 10,140 $954K
Trademark Financial Management, LLC 0.49% Add +22.6% 6,239 $587K
Outlook Wealth Advisors, LLC 0.17% Add +31.4% 5,861 $551K
Avantax Advisory Services, Inc. 0.00% Add +41.4% 5,015 $472K
Jacobi Capital Management LLC 0.03% Add +26.7% 3,997 $376K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -10.3% 3,955 $372K
Heck Capital Advisors, LLC 0.06% Add +1.4% 3,900 $367K
Cetera Investment Advisers 0.00% New 3,823 $360K
Private Advisor Group, LLC 0.00% Reduce -21.1% 3,259 $306K
Founders Financial Alliance, LLC 0.09% Reduce -0.1% 3,258 $306K
Harbour Investments, Inc. 0.01% No change 3,218 $303K
Guardian Capital Advisors LP 0.02% Reduce -4.0% 2,404 $224K
Banque Cantonale Vaudoise 0.01% No change 1,960 $184K
Mascoma Wealth Management LLC 0.02% No change 870 $82K
Sunbelt Securities, Inc. 0.01% No change 755 $71K
Clear Point Advisors Inc. 0.05% Add +0.6% 705 $66K
Signature Resources Capital Management, LLC 0.04% No change 510 $47K
Concourse Financial Group Securities, Inc. 0.00% No change 375 $35K
Private Trust Co. NA 0.00% No change 350 $33K
JPMorgan Chase & Co. 0.00% Add +0.6% 316 $30K
CoreCap Advisors, LLC 0.00% New 300 $28K
Cape Investment Advisory, Inc. 0.01% Add +2.3% 273 $26K
Glass Jacobson Investment Advisors llc 0.01% New 159 $15K
Venturi Wealth Management, LLC 0.00% New 119 $11K
Comerica Bank 0.00% No change 119 $11K
Retirement Group, LLC 0.00% Add +2.7% 114 $11K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 89 $8K
Tucker Asset Management LLC 0.00% No change 84 $8K
Global Retirement Partners, LLC 0.00% New 68 $6K
Cwm, LLC 0.00% No change 49 $5K
Global Financial Private Client, LLC 0.00% No change 50 $5K
Aptus Capital Advisors, LLC 0.00% New 34 $3K
WR Wealth Planners, LLC 0.00% New 26 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -46.9% 17 $2K
NewEdge Advisors, LLC 0.00% Reduce -88.5% 10 $940
Allworth Financial LP 0.00% New 6 $565
BlackRock Inc. 0.00% New 6 $564
FMR LLC 0.00% Reduce -87.8% 5 $424
Richardson Financial Services Inc. 0.00% New 4 $376
Wells Fargo & Company 0.00% Reduce -99.8% 1 $56

"% of holder's portfolio" is LQDH's weight in each manager's 13F, not the share of iShares Int Hedg Corp. BD ETF the manager owns.