iShares Ingr Corp. BD B/W ETFLQDWETF

13F holders, Q1 2024 (March 31)
24holders
$29.30avg. 13F price*

At the end of Q1 2024, 24 institutions reported holding iShares Ingr Corp. BD B/W ETF (LQDW) in their 13F filings. The largest holders were Prime Capital Investment Advisors, LLC ($8.6M), Commonwealth Equity Services, LLC ($5.5M) and Stifel Financial Corp. ($5.1M).

Company
iShares Ingr Corp. BD B/W ETF
CUSIP
46436E288
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 24Q1 2024Q2 2024: 26Q2 2024Q3 2024: 23Q3 2024Q4 2024: 27Q4 2024Q1 2025: 26Q1 2025Q2 2025: 33Q2 2025Q3 2025: 34Q3 2025Q4 2025: 41Q4 2025Q1 2026: 45Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$2.6M
Exits4$3.8M

Ownership 24 holders

Prime Capital Investment Advisors, LLC 0.12% Add +51.8% 293,649 $8.6M
Commonwealth Equity Services, LLC 0.01% Reduce -12.8% 186,001 $5.5M
Stifel Financial Corp. 0.01% Reduce -0.5% 174,314 $5.1M
WealthShield Partners, LLC 0.73% Add +7.6% 153,614 $4.5M
Raymond James Financial Services Advisors, Inc. 0.01% Add +18.4% 114,613 $3.4M
Bank of America Corp. 0.00% Add +243.1% 46,770 $1.4M
LPL Financial LLC 0.00% Reduce -59.2% 33,405 $979K
Belpointe Asset Management LLC 0.07% Reduce -26.4% 32,932 $965K
Tortoise Investment Management, LLC 0.10% Reduce -26.1% 27,393 $803K
SeaCrest Wealth Management, LLC 0.10% No change 27,000 $791K
Kelly Financial Services LLC 0.29% Add +806.5% 26,180 $767K
Eldridge Investment Advisors, Inc. 0.15% New 20,010 $586K
Sigma Planning Corp 0.02% New 19,339 $567K
Old Mission Capital LLC 0.01% New 17,106 $501K
Private Advisor Group, LLC 0.00% New 15,272 $447K
Zega Financial, LLC 0.15% Add +32.8% 12,060 $353K
Triumph Capital Management 0.12% New 9,826 $286K
Osaic Holdings, Inc. 0.00% Add +24934.2% 9,513 $279K
Independent Financial Group, LLC 0.01% New 8,150 $239K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Reduce -6.0% 7,252 $212K
Aptus Capital Advisors, LLC 0.00% No change 884 $26K
Core Wealth Advisors, Inc. 0.01% Reduce -84.3% 573 $17K
Tucker Asset Management LLC 0.00% New 536 $16K
Morgan Stanley 0.00% No change 328 $10K

"% of holder's portfolio" is LQDW's weight in each manager's 13F, not the share of iShares Ingr Corp. BD B/W ETF the manager owns.