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Ishares Inflation Hedged COR (LQDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares352,839 from 327,199
Change+25,640 (+8%)
Value$8.8M (+$166.8K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares51,875 from 51,704
Change+171 (+0%)
Value$1.3K (-$1.4M)
Filed 2026-11-02
SimpliFi, Inc.
INCREASED
Shares36,772 from 36,360
Change+412 (+1%)
Value$913.6K (-$42.0K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares17,814 from 24,622
Change-6,808 (-28%)
Value$442.6K (-$204.5K)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares13,223 from 59,532
Change-46,309 (-78%)
Value$328.5K (-$1.2M)
Filed 2026-11-03
Stronghold Wealth Management L.L.C.
NEW
Shares11,049
Change+11,049
Value$274.5K
Filed 2026-10-16
Able Financial Group, LLC
UNCHANGED
Shares10,094 from 10,094
Change0 (0%)
Value$250.8K (-$14.5K)
Filed 2026-10-14
United Financial Planning Group LLC
NEW
Shares100
Change+100
Value$2.5K
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 355,942
Change-355,942 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 355,612
Change-355,612 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 257,513
Change-257,513 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 116,802
Change-116,802 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 86,406
Change-86,406 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,082
Change-38,082 (-100%)
Value—
EFG International AG
N/A
Shares— from 23,955
Change-23,955 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,236
Change-18,236 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,968
Change-17,968 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,540
Change-9,540 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED352,839327,199+25,640+8%$8.6M$8.8M+$166.8K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED51,87551,704+171+0%$1.4M$1.3K-$1.4M2026-11-02
SimpliFi, Inc.
INCREASED36,77236,360+412+1%$955.6K$913.6K-$42.0K2026-10-28
Kestra Advisory Services, LLC
DECREASED17,81424,622-6,808-28%$647.1K$442.6K-$204.5K2026-11-02
TBH Global Asset Management, LLC
DECREASED13,22359,532-46,309-78%$1.6M$328.5K-$1.2M2026-11-03
Stronghold Wealth Management L.L.C.
NEW11,049—+11,049——$274.5K—2026-10-16
Able Financial Group, LLC
UNCHANGED10,09410,09400%$265.3K$250.8K-$14.5K2026-10-14
United Financial Planning Group LLC
NEW100—+100——$2.5K—2026-11-04
International Assets Investment Management, LLC
CLOSED0130-130-100%$3.4K$0-$3.4K2026-11-02
Envestnet Asset Management Inc
N/A—355,942-355,942-100%$9.4M———
MML Investors Services, LLC
N/A—355,612-355,612-100%$9.3M———
Ameritas Advisory Services, LLC
N/A—257,513-257,513-100%$6.8M———
Cetera Investment Advisers
N/A—116,802-116,802-100%$3.1M———
NewEdge Advisors, LLC
N/A—86,406-86,406-100%$2.3M———
Citadel Advisors LLC
N/A—38,082-38,082-100%$1.0M———
EFG International AG
N/A—23,955-23,955-100%$629.6K———
Bank of America Corp
N/A—18,236-18,236-100%$479.3K———
Jane Street Group, LLC
N/A—17,968-17,968-100%$472.2K———
Susquehanna International Group, LLP
N/A—9,540-9,540-100%$250.7K———
Centaurus Financial, Inc.
N/A—6,187-6,187-100%$163.0K———
Osaic Holdings, Inc.
N/A—6,031-6,031-100%$158.5K———
Harbour Investments, Inc.
N/A—3,725-3,725-100%$97.9K———
Rockefeller Capital Management L.P.
N/A—1,000-1,000-100%$26.3K———
Wells Fargo & Company
N/A—00—$3———
Showing 24 of 24 institutions