Who owns LQDW?
iShares Investment Grade Corporate Bond Buywrite Strategy ETF · iShares
43 institutions reported holding LQDW, worth $75.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LQDW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $21.4M | 891,169 | −17,504 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $10.9M | 454,812 | +36,397 shares |
| LPL Financial LLC | Fort Mill, SC | $7.8M | 324,075 | +11,777 shares |
| Sentinel Advisory Group, LLC | Middleton, WI | $6.7M | 276,852 | +28,188 shares |
| Kelly Financial Services LLC | Braintree, MA | $4.3M | 180,681 | +4,334 shares |
| Stifel Financial Corp. | St. Louis, MO | $3.7M | 153,561 | +21,186 shares |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $3.6M | 148,564 | +5,433 shares |
| Armstrong Advisory Group, Inc. | Needham, MA | $2.5M | 102,894 | +10,597 shares |
| Mather Group, LLC. | Chicago, IL | $2.3M | 94,515 | −74,180 shares |
| Private Advisor Group, LLC | Morristown, NJ | $1.3M | 55,510 | −44,109 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LQDW?
43 institutional managers reported holding LQDW in Form 13F filings for June 30, 2026, worth $75.8M in total. The largest reported position was held by Bank of America Corp., at $21.4M.
Did institutions buy or sell LQDW last quarter?
Reported 13F value fell 0.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LQDW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.