iShares Ingr Corp. BD B/W ETFLQDWETF

13F holders, Q3 2024 (September 30)
23holders −3
3new positions
6sold out
$28.40avg. 13F price*

At the end of Q3 2024, 23 institutions reported holding iShares Ingr Corp. BD B/W ETF (LQDW) in their 13F filings, down 3 from Q2 2024. 3 opened new positions and 6 sold out. The largest holders were Prime Capital Investment Advisors, LLC ($7.3M), Bank of America Corp. ($6.9M) and Raymond James Financial Services Advisors, Inc. ($4.6M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$1.4M
Exits6$13.1M

All 13F filers, Q2 2024 → Q3 2024: 283,502 shares bought and 482,729 shares sold, net −199,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Prime Capital Investment Advisors, LLC 0.10% Add +14.7% 258,242 $7.3M
Bank of America Corp. 0.00% Add +85.6% 242,573 $6.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +24.1% 163,166 $4.6M
Kelly Financial Services LLC 1.03% Add +12.5% 98,845 $2.8M
Stifel Financial Corp. 0.00% Add +48.1% 77,500 $2.2M
Private Advisor Group, LLC 0.01% Add +3.7% 36,654 $1.0M
Napa Wealth Management 0.49% New 36,601 $1.0M
LPL Financial LLC 0.00% Add +114.3% 30,328 $861K
SeaCrest Wealth Management, LLC 0.07% No change 24,000 $682K
Commonwealth Equity Services, LLC 0.00% Add +2.1% 16,341 $464K
Lloyd Advisory Services, LLC. 0.22% Add +8.3% 16,099 $457K
Comprehensive Financial Consultants Institutional, Inc. 0.13% Add +19.6% 12,894 $366K
Triumph Capital Management 0.13% Reduce -5.6% 12,399 $352K
Truist Financial Corp. 0.00% New 11,736 $333K
Raymond James & Associates 0.00% Add +8.7% 8,575 $244K
Independent Financial Group, LLC 0.01% No change 8,150 $231K
Old Mission Capital LLC 0.00% Reduce -33.9% 7,375 $209K
Tortoise Investment Management, LLC 0.01% Reduce -82.7% 2,615 $74K
Aptus Capital Advisors, LLC 0.00% No change 884 $25K
Tucker Asset Management LLC 0.00% No change 637 $18K
Royal Bank of Canada 0.00% New 575 $16K
Osaic Holdings, Inc. 0.00% No change 438 $12K
Morgan Stanley 0.00% Reduce -0.6% 328 $9K

"% 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.