ISHARES INFLATION HEDGED COR

LQDI
CUSIP 46431W580 Cboe BZX ETF

Institutional ownership · Q1 2023

Latest quarter (Q2 2026)
Institutional holders 25 -6 (-19.4%) vs Q4 2022
Reported value $28.6M -1.1% vs Q4 2022
Shares held 1.1M -60.0K shares
Quarter Q1 2023 Period ended Mar 31, 2023

25 institutional managers reported holding 1,092,625 shares worth $28,638,363 on Form 13F for Q1 2023, against 31 in Q4 2022. Share positions on CUSIP 46431W580 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2023

Largest Q1 2023 Form 13F holders of CUSIP 46431W580 by reported value
# Manager Shares Value % of portfolio Change Position page
1 Systelligence LLC 295,688 $7.7M 1.99% +3.5K Position
2 Atria Investments Inc 217,385 $5.7M 0.11% +3.8K Position
3 OneAscent Financial Services LLC 214,911 $5.6M 2.29% +1.4K Position
4 RETIREMENT GUYS FORMULA LLC 89,920 $2.4M 1.69% New Position
5 ENVESTNET ASSET MANAGEMENT INC 50,931 $1.3M < 0.01% +5.3K Position
6 Bank of America Corporation 49,679 $1.3M < 0.01% -27.4K Position
7 MML INVESTORS SERVICES LLC 46,379 $1.2M < 0.01% -1.2K Position
8 AVANTAX ADVISORY SERVICES INC 21,568 $565.3K < 0.01% +8.2K Position
9 COLONY GROUP LLC 17,437 $457.0K < 0.01% — Position
10 JANE STREET GROUP LLC 15,983 $418.9K < 0.01% -14.6K Position
11 CITADEL ADVISORS LLC 12,726 $333.5K < 0.01% -8.5K Position
12 Cetera Advisors LLC 12,048 $315.8K < 0.01% -2.5K Position
13 StoneX Group Inc 10,905 $285.8K 0.03% -5.8K Position
14 Meridian Wealth Management LLC 8,820 $231.2K 0.02% — Position
15 Cambridge Investment Research Advisors Inc 8,464 $222.0K < 0.01% -478 Position
16 ADVISOR GROUP HOLDINGS INC 5,735 $150.3K < 0.01% -1.9K Position
17 Belpointe Asset Management LLC 5,518 $144.6K < 0.01% -3.7K Position
18 HARBOUR INVESTMENTS INC 4,425 $116.0K < 0.01% — Position
19 C M BIDWELL & ASSOCIATES LTD 1,850 $48.5K 0.04% — Position
20 Accel Wealth Management 785 $20.6K < 0.01% — Position
21 Ameritas Advisory Services LLC 570 $14.9K < 0.01% New Position
22 Geneos Wealth Management Inc 550 $14.4K < 0.01% — Position
23 Pathway Financial Advisers LLC 267 $7.0K < 0.01% +1 Position
24 Global Retirement Partners LLC 70 $1.8K < 0.01% +1 Position
25 UBS Group AG 11 $288 < 0.01% -1.1K Position

Values as reported on each manager's Q1 2023 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Form 13F holders of CUSIP 46431W580 by quarter
Quarter Holders Shares Value
Q2 2026 21 1.8M $47.5M
Q1 2026 21 +3 1.4M $37.7M
Q4 2025 18 +1 1.4M $36.8M
Q3 2025 17 -5 2.7M $71.9M
Q2 2025 22 +4 2.5M $66.8M
Q1 2025 18 -3 2.4M $63.5M
Q4 2024 21 +1 883.0K $22.5M
Q3 2024 20 793.6K $21.3M
Q2 2024 20 -1 969.8K $28.0M
Q1 2024 21 -1 461.7K $12.1M
Q4 2023 22 470.4K $12.3M
Q3 2023 22 +1 682.5K $16.8M
Q2 2023 21 -4 1.3M $33.7M
Q1 2023 25 -6 1.1M $28.6M
Q4 2022 31 +4 1.2M $29.0M
Q3 2022 27 +1 1.2M $27.3M
Q2 2022 26 +3 1.5M $35.9M
Q1 2022 23 1.5M $40.6M
Q4 2021 23 +14 1.6M $46.5M
Q3 2021 9 260.8K $7.8M

Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Ownership explorer

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Security Details

CUSIP 46431W580
FIGI BBG00KW3R0N8
Symbol LQDI
Type Etf
Class INFLATION HEDG as filed on 13F
Exchange Cboe BZX

Identifier History

Type Value From To
SERIES_ID S000058011 2026-03-05 Current
FIGI BBG00KW3R0N8 2026-02-07 Current
CUSIP 46431W580 2018-06-15 Current

Listing History

Symbol Exchange From To
LQDI Cboe BZX 2018-06-15 Current