ISHARES INFLATION HEDGED COR

LQDI
CUSIP 46431W580 Cboe BZX ETF

Institutional ownership · Q1 2024

Latest quarter (Q2 2026)
Institutional holders 21 -1 (-4.5%) vs Q4 2023
Reported value $12.1M -2.2% vs Q4 2023
Shares held 461.7K -8.7K shares
Quarter Q1 2024 Period ended Mar 31, 2024

21 institutional managers reported holding 461,702 shares worth $12,065,314 on Form 13F for Q1 2024, against 22 in Q4 2023. Share positions on CUSIP 46431W580 only; option legs and principal-amount lines are not counted.

Top 21 institutional holders · Q1 2024

Largest Q1 2024 Form 13F holders of CUSIP 46431W580 by reported value
# Manager Shares Value % of portfolio Change Position page
1 LPL Financial LLC 138,265 $3.6M < 0.01% +103.3K Position
2 ENVESTNET ASSET MANAGEMENT INC 66,546 $1.7M < 0.01% +7.0K Position
3 MML INVESTORS SERVICES LLC 66,087 $1.7M < 0.01% -21.3K Position
4 AVANTAX ADVISORY SERVICES INC 61,337 $1.6M 0.01% +8.3K Position
5 Bank of America Corporation 45,643 $1.2M < 0.01% -12.1K Position
6 SUSQUEHANNA INTERNATIONAL GROUP LLP 19,657 $514.0K < 0.01% -36.2K Position
7 Cambridge Investment Research Advisors Inc 15,399 $403.0K < 0.01% +110 Position
8 ROMAN BUTLER FULLERTON & CO 12,090 $307.8K 0.12% New Position
9 JANE STREET GROUP LLC 11,604 $303.4K < 0.01% -45.4K Position
10 Strategic Financial Concepts LLC 9,577 $250.4K 0.06% New Position
11 HARBOUR INVESTMENTS INC 5,170 $135.2K < 0.01% — Position
12 ADVISOR GROUP HOLDINGS INC 3,355 $87.7K < 0.01% -2.6K Position
13 Glass Jacobson Investment Advisors llc 3,296 $86.2K 0.03% +609 Position
14 NewEdge Advisors LLC 2,180 $57.0K < 0.01% +1.5K Position
15 C M BIDWELL & ASSOCIATES LTD 950 $24.8K 0.02% — Position
16 Pathway Financial Advisers LLC 278 $7.3K < 0.01% +1 Position
17 Geneos Wealth Management Inc 110 $2.9K < 0.01% -440 Position
18 UBS Group AG 83 $2.2K < 0.01% -1.1K Position
19 Global Retirement Partners LLC 73 $1.9K < 0.01% +1 Position
20 MORGAN STANLEY 1 $26 < 0.01% -281 Position
21 WELLS FARGO & COMPANY MN 1 $13 < 0.01% — Position

Values as reported on each manager's Q1 2024 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