iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

$26.35

-0.02 (-0.08%)

(As of 09/6/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 7
Total Institutional Inflows (last 12 months): $7.99M

Number of Institutional Sellers (last 12 months): 1
Total Institutional Outflows (last 12 months): $15.74K

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LQDI Institutional Buying and Selling by Quarter

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iShares Inflation Hedged Corporate Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/8/2024	Envestnet Asset Management Inc.	73,096	$1.89M	0.0%	+9.8%	4.177%
8/6/2024	Strategic Financial Concepts LLC	233,721	$60K	0.0%	+2,340.4%	13.355%
5/8/2024	Avantax Advisory Services Inc.	61,337	$1.60M	0.0%	+15.6%	3.505%
4/22/2024	Strategic Financial Concepts LLC	9,577	$250K	0.1%	N/A	0.547%
2/15/2024	C M Bidwell & Associates Ltd.	950	$25K	0.0%	-38.7%	0.040%
2/7/2024	Avantax Advisory Services Inc.	53,081	$1.39M	0.0%	+20.9%	2.259%
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1/24/2024	International Assets Investment Management LLC	5,222	$137K	0.0%	N/A	0.222%
1/22/2024	Glass Jacobson Investment Advisors llc	2,687	$71K	0.0%	N/A	0.114%
1/16/2024	Raymond James Financial Services Advisors Inc.	15,442	$405K	0.0%	+74.8%	0.657%
11/8/2023	Avantax Advisory Services Inc.	43,922	$1.08M	0.0%	+39.4%	1.869%
11/8/2023	Strategic Financial Concepts LLC	9,043	$223K	0.1%	N/A	0.385%
10/24/2023	Raymond James Financial Services Advisors Inc.	8,833	$218K	0.0%	N/A	0.376%
10/10/2023	Systelligence LLC	198,190	$4.88M	1.4%	+3.9%	8.434%
8/4/2023	Envestnet Asset Management Inc.	56,249	$1.45M	0.0%	+10.4%	2.394%
8/4/2023	Atria Investments Inc	198,504	$5.12M	0.1%	-8.7%	8.447%
7/20/2023	International Assets Investment Management LLC	5,364	$262K	0.0%	N/A	0.224%
7/13/2023	Systelligence LLC	190,689	$4.92M	1.6%	-35.5%	7.945%
7/10/2023	OneAscent Financial Services LLC	198,339	$5.12M	2.3%	-7.7%	8.264%
5/10/2023	Atria Investments Inc	217,385	$5.70M	0.1%	+1.8%	9.058%
4/28/2023	Avantax Advisory Services Inc.	21,568	$565K	0.0%	+61.2%	0.938%
4/19/2023	Systelligence LLC	295,688	$7.75M	2.0%	+1.2%	12.856%
4/18/2023	Retirement Guys Formula LLC	89,920	$2.36M	1.7%	N/A	3.910%
4/17/2023	OneAscent Financial Services LLC	214,911	$5.63M	2.3%	+0.7%	9.344%
2/8/2023	Belpointe Asset Management LLC	9,239	$232K	0.0%	-64.0%	0.000%
2/7/2023	IFP Advisors Inc	22,067	$567K	0.0%	-9.4%	0.000%
2/7/2023	Envestnet Asset Management Inc.	45,667	$1.15M	0.0%	+6.4%	0.000%
1/31/2023	Atria Investments Inc	213,571	$5.36M	0.1%	N/A	0.000%
1/12/2023	OneAscent Financial Services LLC	213,516	$5.36M	2.3%	N/A	0.000%
1/11/2023	Systelligence LLC	292,205	$7.34M	1.9%	-33.8%	0.000%
11/15/2022	Colony Group LLC	103,787	$2.50M	0.0%	-15.1%	0.000%
11/15/2022	Belpointe Asset Management LLC	25,660	$619K	0.0%	-28.3%	0.000%
11/15/2022	C M Bidwell & Associates Ltd.	1,850	$45K	0.0%	N/A	0.000%
11/14/2022	MML Investors Services LLC	46,932	$1.13M	0.0%	-10.4%	0.000%
11/9/2022	Jackson Creek Investment Advisors LLC	42,731	$1.03M	0.5%	+2.0%	0.000%
11/8/2022	IFP Advisors Inc	24,351	$624K	0.0%	+6.1%	0.000%
11/2/2022	Avantax Advisory Services Inc.	8,951	$216K	0.0%	N/A	0.000%
10/26/2022	Systelligence LLC	441,262	$10.65M	3.3%	-18.6%	0.000%
8/11/2022	Cetera Advisor Networks LLC	31,625	$821K	0.0%	-9.8%	0.000%
8/11/2022	CoreCap Advisors LLC	1,811	$47K	0.0%	N/A	0.000%
8/4/2022	Jackson Creek Investment Advisors LLC	41,910	$1.16M	0.5%	+6.5%	0.000%
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8/3/2022	Envestnet Asset Management Inc.	50,639	$1.32M	0.0%	+3.9%	0.000%
8/2/2022	Belpointe Asset Management LLC	35,791	$929K	0.1%	+9.6%	0.000%
7/26/2022	Systelligence LLC	542,112	$14.07M	4.1%	+17.4%	0.000%
7/19/2022	Commonwealth Equity Services LLC	17,421	$452K	0.0%	-8.5%	0.000%
7/15/2022	Karp Capital Management Corp	152,629	$3.96M	0.7%	-9.2%	0.000%
6/8/2022	Systelligence LLC	461,945	$13.41M	2.9%	+40.1%	0.000%
5/12/2022	Cetera Advisor Networks LLC	35,059	$1.02M	0.0%	+10.8%	0.000%
5/12/2022	Cambridge Investment Research Advisors Inc.	66,126	$1.92M	0.0%	+15.4%	0.000%
5/11/2022	Fortune 45 LLC	52,915	$1.54M	1.4%	-42.1%	0.000%
5/4/2022	Advisor Group Holdings Inc.	29,313	$850K	0.0%	+124.5%	0.000%
5/4/2022	Commonwealth Equity Services LLC	19,043	$552K	0.0%	+42.4%	0.000%
5/4/2022	Envestnet Asset Management Inc.	48,761	$1.42M	0.0%	N/A	0.000%
5/3/2022	Jackson Creek Investment Advisors LLC	39,340	$1.14M	0.4%	+261.5%	0.000%
4/28/2022	Belpointe Asset Management LLC	32,657	$948K	0.1%	N/A	0.000%
4/12/2022	Fortune 45 LLC	52,915	$1.54M	1.5%	-42.1%	0.000%
4/11/2022	Karp Capital Management Corp	168,102	$4.88M	0.7%	N/A	0.000%
2/15/2022	Colony Group LLC	124,958	$3.82M	0.1%	N/A	0.000%
2/9/2022	Geneos Wealth Management Inc.	1,690	$51K	0.0%	N/A	0.000%
2/3/2022	Cambridge Investment Research Advisors Inc.	57,307	$1.75M	0.0%	N/A	0.000%
2/3/2022	Advisor Group Holdings Inc.	13,056	$399K	0.0%	+82.2%	0.000%
2/1/2022	Jackson Creek Investment Advisors LLC	10,881	$333K	0.1%	N/A	0.000%
1/31/2022	Commonwealth Equity Services LLC	13,369	$408K	0.0%	+79.0%	0.000%
1/27/2022	Meridian Wealth Management LLC	8,425	$258K	0.0%	N/A	0.000%
1/20/2022	SimpliFi Inc.	400,701	$12.26M	5.4%	N/A	0.000%
1/18/2022	Systelligence LLC	329,644	$10.08M	2.8%	+112.9%	0.000%
1/13/2022	Calton & Associates Inc.	40,866	$1.25M	0.3%	N/A	0.000%
11/5/2021	Advisor Group Holdings Inc.	7,167	$215K	0.0%	+1,766.4%	0.000%
10/29/2021	Commonwealth Equity Services LLC	7,468	$223K	0.0%	N/A	0.000%
10/26/2021	Systelligence LLC	154,871	$4.64M	1.2%	N/A	0.000%
10/20/2021	StoneX Group Inc.	15,712	$471K	0.1%	+65.3%	0.000%
8/6/2021	StoneX Group Inc.	9,503	$281K	0.0%	+3.8%	0.000%
6/23/2021	StoneX Group Inc.	9,158	$260K	0.0%	N/A	0.000%
5/18/2021	Jane Street Group LLC	42,612	$1.21M	0.0%	+256.0%	0.000%
2/17/2021	Jane Street Group LLC	11,969	$349K	0.0%	-76.3%	0.000%
11/17/2020	Jane Street Group LLC	50,574	$1.40M	0.0%	+400.8%	0.000%
10/26/2020	Clear Harbor Asset Management LLC	4,670	$130K	0.0%	N/A	0.000%
8/17/2020	Jane Street Group LLC	10,098	$269K	0.0%	N/A	0.000%

(Data available from 1/1/2016 forward)

LQDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDI shares?: During the previous two years, 16 institutional investors and hedge funds held shares of iShares Inflation Hedged Corporate Bond ETF. The most heavily invested institutionals were Atria Investments Inc ($5.12M), OneAscent Financial Services LLC ($5.12M), Systelligence LLC ($4.88M), Colony Group LLC ($2.50M), Retirement Guys Formula LLC ($2.36M), Envestnet Asset Management Inc. ($1.89M), and Avantax Advisory Services Inc. ($1.60M).Learn more on LQDI's institutional investors.
Which institutional investors have been buying iShares Inflation Hedged Corporate Bond ETF stock?: Of the 13 institutional investors that purchased iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($242.76K), Atria Investments Inc ($217.39K), OneAscent Financial Services LLC ($214.91K), Retirement Guys Formula LLC ($89.92K), Avantax Advisory Services Inc. ($46.96K), Raymond James Financial Services Advisors Inc. ($15.44K), and Envestnet Asset Management Inc. ($14.63K).
How much institutional buying is happening at iShares Inflation Hedged Corporate Bond ETF?: Institutional investors have bought a total of 870,334 shares in the last 24 months. This purchase volume represents approximately $22.17M in transactions.

Which iShares Inflation Hedged Corporate Bond ETF major shareholders have been selling company stock?: The following institutional investors have sold iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months: Systelligence LLC ($354.91K), Belpointe Asset Management LLC ($26.55K), Atria Investments Inc ($18.88K), Colony Group LLC ($18.40K), OneAscent Financial Services LLC ($16.57K), MML Investors Services LLC ($5.43K), and IFP Advisors Inc ($2.28K).
How much institutional selling is happening at iShares Inflation Hedged Corporate Bond ETF?: Institutional investors have sold a total of 443,626 shares in the last 24 months. This volume of shares sold represents approximately $11.11M in transactions.