ISHARES INFLATION HEDGED COR

LQDI
CUSIP 46431W580 Cboe BZX ETF

Institutional ownership · Q4 2024

Latest quarter (Q2 2026)
Institutional holders 21 +1 (+5.0%) vs Q3 2024
Reported value $22.5M +5.7% vs Q3 2024
Shares held 883.0K +89.5K shares
Quarter Q4 2024 Period ended Dec 31, 2024

21 institutional managers reported holding 883,026 shares worth $22,469,207 on Form 13F for Q4 2024, against 20 in Q3 2024. Share positions on CUSIP 46431W580 only; option legs and principal-amount lines are not counted.

Top 21 institutional holders · Q4 2024

Largest Q4 2024 Form 13F holders of CUSIP 46431W580 by reported value
# Manager Shares Value % of portfolio Change Position page
1 LPL Financial LLC 413,200 $10.5M < 0.01% +48.8K Position
2 MML INVESTORS SERVICES LLC 104,090 $2.6M < 0.01% +24.1K Position
3 ENVESTNET ASSET MANAGEMENT INC 103,712 $2.6M < 0.01% +23.1K Position
4 AVANTAX ADVISORY SERVICES INC 84,037 $2.1M 0.01% +8.6K Position
5 Kestra Advisory Services LLC 47,716 $1.2M < 0.01% New Position
6 Bank of America Corporation 34,735 $883.8K < 0.01% +25 Position
7 Cambridge Investment Research Advisors Inc 33,793 $860.0K < 0.01% +3.4K Position
8 CITADEL ADVISORS LLC 18,245 $464.2K < 0.01% -2.9K Position
9 Cetera Investment Advisers 9,615 $244.7K < 0.01% -74 Position
10 JANE STREET GROUP LLC 9,500 $241.7K < 0.01% -35.1K Position
11 ABLE Financial Group LLC 8,810 $224.2K 0.07% New Position
12 NewEdge Advisors LLC 6,316 $160.7K < 0.01% -401 Position
13 HARBOUR INVESTMENTS INC 4,640 $118.1K < 0.01% — Position
14 Glass Jacobson Investment Advisors llc 3,421 $87.1K 0.03% +51 Position
15 ADVISOR GROUP HOLDINGS INC 438 $11.1K < 0.01% -505 Position
16 Peoples Bank KS 375 $9.5K < 0.01% — Position
17 Pathway Financial Advisers LLC 280 $7.1K < 0.01% +5 Position
18 UBS Group AG 48 $1.2K < 0.01% -113 Position
19 LEE DANNER & BASS INC 30 $763 < 0.01% New Position
20 IFP Advisors Inc 24 $611 < 0.01% — Position
21 MORGAN STANLEY 1 $48 < 0.01% New Position

Values as reported on each manager's Q4 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