Who owns iShares Investment Grade Corporate Bond BuyWrite Strategy ETF?
Institutional ownership of LQDW from SEC Form 13F filings across 34 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
34
13F holders
$61.2M
value, 2026 filers
22.5%
of shares outstanding (2.5M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LQDW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 891,169 | $21.4M | 0.0% | 7.9% | -1.9% |
| 2 | RAYMOND JAMES FINANCIAL INC | 454,812 | $10.9M | 0.0% | 4% | +8.7% |
| 3 | LPL Financial LLC | 324,075 | $7.8M | 0.0% | 2.9% | +3.8% |
| 4 | STIFEL FINANCIAL CORP | 153,561 | $3.7M | 0.0% | 1.4% | +16.0% |
| 5 | Prime Capital Investment Advisors, LLC | 148,564 | $3.6M | 0.0% | 1.3% | +3.8% |
| 6 | ARMSTRONG ADVISORY GROUP, INC | 102,894 | $2.5M | 0.2% | 0.9% | +11.5% |
| 7 | MATHER GROUP, LLC. | 94,515 | $2.3M | 0.0% | 0.8% | -44.0% |
| 8 | OSAIC HOLDINGS, INC. | 51,060 | $1.2M | 0.0% | 0.5% | +16.8% |
| 9 | HighTower Advisors, LLCNEW | 47,924 | $1.2M | 0.0% | 0.4% | new |
| 10 | Mirae Asset Global Investments Co., Ltd. | 30,458 | $731,753 | 0.0% | 0.3% | +27.7% |
| 11 | Prosperity Consulting Group, LLC | 29,361 | $705,398 | 0.0% | 0.3% | -4.8% |
| 12 | SeaCrest Wealth Management, LLC | 28,500 | $684,713 | 0.1% | 0.3% | +3.6% |
| 13 | Nicholas Wealth, LLC. | 25,941 | $623,233 | 0.3% | 0.2% | +47.5% |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,232 | $501,513 | 0.0% | 0.2% | -7.8% |
| 15 | Lloyd Advisory Services, LLC.NEW | 19,237 | $462,175 | 0.2% | 0.2% | new |
| 16 | MGO ONE SEVEN LLC | 18,259 | $438,672 | 0.0% | 0.2% | 0.0% |
| 17 | IMA Advisory Services, Inc.NEW | 15,401 | $370,004 | 0.0% | 0.1% | new |
| 18 | Cetera Investment Advisers | 13,543 | $325,388 | 0.0% | 0.1% | +19.1% |
| 19 | HARBOUR INVESTMENTS, INC. | 11,710 | $281,333 | 0.0% | 0.1% | +5.0% |
| 20 | PRIVATE TRUST CO NA | 11,600 | $278,690 | 0.0% | 0.1% | 0.0% |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 10,994 | $264,131 | 0.0% | 0.1% | -14.5% |
| 22 | CITADEL ADVISORS LLC | 10,951 | $263,098 | 0.0% | 0.1% | -37.9% |
| 23 | CRA Financial Services, LLC | 9,240 | $221,986 | 0.0% | 0.1% | +0.2% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 9,000 | $216,221 | 0.0% | 0.1% | 0.0% |
| 25 | Avidian Wealth Enterprises, LLC | 8,786 | $211,084 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.