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Ishares Ingr Corp BD B/W ETF (LQDW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Columbus Macro, LLC
NEW
Shares715,502
Change+715,502
Value$16.3M
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares458,424 from 324,075
Change+134,349 (+41%)
Value$10.4M (+$2.6M)
Filed 2026-11-06
Sentinel Advisory Group, LLC
INCREASED
Shares290,311 from 276,852
Change+13,459 (+5%)
Value$6.6M (-$52.6K)
Filed 2026-10-20
Kelly Financial Services LLC
DECREASED
Shares168,040 from 180,681
Change-12,641 (-7%)
Value$3.8M (-$521.3K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares156,278 from 148,564
Change+7,714 (+5%)
Value$3.6M (-$17.1K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares107,397 from 102,894
Change+4,503 (+4%)
Value$2.4M (-$30.9K)
Filed 2026-10-09
Mather Group, Llc.
INCREASED
Shares96,157 from 94,515
Change+1,642 (+2%)
Value$2.2M (-$85.1K)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares31,166 from 30,458
Change+708 (+2%)
Value$708.4K (-$23.4K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares30,500 from 28,500
Change+2,000 (+7%)
Value$693.3K (+$8.6K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares28,034 from 23,837
Change+4,197 (+18%)
Value$637.2K (+$64.5K)
Filed 2026-10-08
Nicholas Wealth, Llc.
DECREASED
Shares22,761 from 25,941
Change-3,180 (-12%)
Value$517.4K (-$105.9K)
Filed 2026-10-26
Fortis Capital Advisors, LLC
INCREASED
Shares22,408 from 20,016
Change+2,392 (+12%)
Value$509.4K (+$28.5K)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares22,408 from 20,016
Change+2,392 (+12%)
Value$509.4K (+$28.5K)
Filed 2026-11-09
Lloyd Advisory Services, Llc.
INCREASED
Shares20,454 from 19,237
Change+1,217 (+6%)
Value$464.9K (+$2.7K)
Filed 2026-11-02
MGO One Seven LLC
UNCHANGED
Shares18,259 from 18,259
Change0 (0%)
Value$415.0K (-$23.6K)
Filed 2026-10-28
Harbour Investments, Inc.
INCREASED
Shares12,100 from 11,710
Change+390 (+3%)
Value$275.0K (-$6.3K)
Filed 2026-11-09
Private Trust Co NA
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$263.7K (-$15.0K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares10,894 from 10,994
Change-100 (-1%)
Value$247.6K (-$16.5K)
Filed 2026-10-13
Kaizen Financial Strategies
NEW
Shares10,805
Change+10,805
Value$245.6K
Filed 2026-10-09
1834 Investment Advisors Co
NEW
Shares10,742
Change+10,742
Value$244.2K
Filed 2026-10-16
Commonwealth Equity Services, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$204.6K (-$11.6K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares573
Change+573
Value$59
Filed 2026-10-02
Triumph Capital Management
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$3.0K (-$169)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.5K (-$86)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 21,232
Change-21,232 (-100%)
Value$0 (-$501.5K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 11,660
Change-11,660 (-100%)
Value$0 (-$280.1K)
Filed 2026-10-15
CRA Financial Services, LLC
CLOSED
Shares0 from 9,240
Change-9,240 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 8,786
Change-8,786 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-08
Assetmark, Inc
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 891,169
Change-891,169 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 454,812
Change-454,812 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 153,561
Change-153,561 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 55,510
Change-55,510 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,060
Change-51,060 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 47,924
Change-47,924 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 29,361
Change-29,361 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 21,292
Change-21,292 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,401
Change-15,401 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 306
Change-306 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 295
Change-295 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 150
Change-150 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Columbus Macro, LLC
NEW715,502—+715,502——$16.3M—2026-10-14
LPL Financial LLC
INCREASED458,424324,075+134,349+41%$7.8M$10.4M+$2.6M2026-11-06
Sentinel Advisory Group, LLC
INCREASED290,311276,852+13,459+5%$6.7M$6.6M-$52.6K2026-10-20
Kelly Financial Services LLC
DECREASED168,040180,681-12,641-7%$4.3M$3.8M-$521.3K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED156,278148,564+7,714+5%$3.6M$3.6M-$17.1K2026-10-20
Armstrong Advisory Group, Inc
INCREASED107,397102,894+4,503+4%$2.5M$2.4M-$30.9K2026-10-09
Mather Group, Llc.
INCREASED96,15794,515+1,642+2%$2.3M$2.2M-$85.1K2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED31,16630,458+708+2%$731.8K$708.4K-$23.4K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED30,50028,500+2,000+7%$684.7K$693.3K+$8.6K2026-10-21
Farther Finance Advisors, LLC
INCREASED28,03423,837+4,197+18%$572.7K$637.2K+$64.5K2026-10-08
Nicholas Wealth, Llc.
DECREASED22,76125,941-3,180-12%$623.2K$517.4K-$105.9K2026-10-26
Fortis Capital Advisors, LLC
INCREASED22,40820,016+2,392+12%$480.9K$509.4K+$28.5K2026-11-09
Belpointe Asset Management LLC
INCREASED22,40820,016+2,392+12%$480.9K$509.4K+$28.5K2026-11-09
Lloyd Advisory Services, Llc.
INCREASED20,45419,237+1,217+6%$462.2K$464.9K+$2.7K2026-11-02
MGO One Seven LLC
UNCHANGED18,25918,25900%$438.7K$415.0K-$23.6K2026-10-28
Harbour Investments, Inc.
INCREASED12,10011,710+390+3%$281.3K$275.0K-$6.3K2026-11-09
Private Trust Co NA
UNCHANGED11,60011,60000%$278.7K$263.7K-$15.0K2026-10-20
Independent Financial Group, LLC
DECREASED10,89410,994-100-1%$264.1K$247.6K-$16.5K2026-10-13
Kaizen Financial Strategies
NEW10,805—+10,805——$245.6K—2026-10-09
1834 Investment Advisors Co
NEW10,742—+10,742——$244.2K—2026-10-16
Commonwealth Equity Services, LLC
UNCHANGED9,0009,00000%$216.2K$204.6K-$11.6K2026-11-02
Polaris Financial Partners
NEW573—+573——$59—2026-10-02
Triumph Capital Management
UNCHANGED13113100%$3.1K$3.0K-$1692026-10-14
IFP Advisors, Inc
UNCHANGED666600%$1.6K$1.5K-$862026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED021,232-21,232-100%$501.5K$0-$501.5K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
CLOSED011,660-11,660-100%$280.1K$0-$280.1K2026-10-15
CRA Financial Services, LLC
CLOSED09,240-9,240-100%$222.0K$0-$222.0K2026-10-16
Avidian Wealth Enterprises, LLC
CLOSED08,786-8,786-100%$211.1K$0-$211.1K2026-10-08
Assetmark, Inc
CLOSED0744-744-100%$17.9K$0-$17.9K2026-10-21
Bank of America Corp
N/A—891,169-891,169-100%$21.4M———
Raymond James Financial Inc
N/A—454,812-454,812-100%$10.9M———
Stifel Financial Corp
N/A—153,561-153,561-100%$3.7M———
Private Advisor Group, LLC
N/A—55,510-55,510-100%$1.3M———
Osaic Holdings, Inc.
N/A—51,060-51,060-100%$1.2M———
HighTower Advisors, LLC
N/A—47,924-47,924-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—29,361-29,361-100%$705.4K———
Dover Advisors, LLC
N/A—21,292-21,292-100%$522.8K———
IMA Advisory Services, Inc.
N/A—15,401-15,401-100%$370.0K———
Cetera Investment Advisers
N/A—13,543-13,543-100%$325.4K———
Citadel Advisors LLC
N/A—10,951-10,951-100%$263.1K———
Aptus Capital Advisors, LLC
N/A—884-884-100%$21.2K———
AE Wealth Management LLC
N/A—627-627-100%$15.1K———
Royal Bank of Canada
N/A—306-306-100%$7.0K———
Wells Fargo & Company
N/A—295-295-100%$7.1K———
National Bank of Canada
N/A—150-150-100%$3.6K———
WealthShield Partners, LLC
N/A—141-141-100%$3.4K———
Morgan Stanley
N/A—1-1-100%$30———
Showing 47 of 47 institutions