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Ishares BBB Rate Corp Bond (LQDB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Insight Wealth Partners, LLC
DECREASED
Shares29,241 from 30,240
Change-999 (-3%)
Value$2.4M (-$209.5K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares23,881 from 24,825
Change-944 (-4%)
Value$2.0M (-$182.2K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares19,283 from 22,247
Change-2,964 (-13%)
Value$1.6M (-$312.4K)
Filed 2026-10-13
Belpointe Asset Management LLC
DECREASED
Shares2,869 from 3,444
Change-575 (-17%)
Value$236.0K (-$61.8K)
Filed 2026-11-09
Harbour Investments, Inc.
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$80.9K (-$4.1K)
Filed 2026-11-09
Canton Hathaway, LLC
NEW
Shares64
Change+64
Value$5.3K
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 240,000
Change-240,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,344
Change-40,344 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,004
Change-13,004 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Status
Insight Wealth Partners, LLC
DECREASED29,24130,240-999-3%$2.6M$2.4M-$209.5K2026-10-26
Bank of New York Mellon Corp
DECREASED23,88124,825-944-4%$2.1M$2.0M-$182.2K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED19,28322,247-2,964-13%$1.9M$1.6M-$312.4K2026-10-13
Belpointe Asset Management LLC
DECREASED2,8693,444-575-17%$297.8K$236.0K-$61.8K2026-11-09
Harbour Investments, Inc.
UNCHANGED98498400%$85.1K$80.9K-$4.1K2026-11-09
Canton Hathaway, LLC
NEW64—+64——$5.3K—2026-10-23
BlackRock, Inc.
N/A—240,000-240,000-100%$20.8M———
Susquehanna International Group, LLP
N/A—40,344-40,344-100%$3.5M———
Goldman Sachs Group Inc
N/A—18,125-18,125-100%$1.6M———
Jane Street Group, LLC
N/A—13,004-13,004-100%$1.1M———
Bank of America Corp
N/A—12,911-12,911-100%$1.1M———
JPMorgan Chase & Co
N/A—11,476-11,476-100%$996.0K———
Integrated Wealth Concepts LLC
N/A—8,030-8,030-100%$694.3K———
Morgan Stanley
N/A—5,770-5,770-100%$498.9K———
Royal Bank of Canada
N/A—5,469-5,469-100%$473.0K———
Osaic Holdings, Inc.
N/A—114-114-100%$9.9K———
Showing 16 of 16 institutions