iShares LQD Premium Income+ ETF (LQDW)

ETF ยท Cboe BZX

iShares LQD Premium Income+ ETF (LQDW) is an exchange-traded fund listed on Cboe BZX, where it has traded since August 18, 2022.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
August 18, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 42 institutions reported holding LQDW, with 3.1 million shares worth $74.7 million in aggregate. The largest reported holder was Bank of America, with 891,169 shares worth $21.4 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Bank of America891,169$21MReduced 1.93%
Raymond James Financial454,812$11MAdded 8.7%
Lpl Financial324,075$8MAdded 3.77%
Sentinel Advisory Group276,852$7MAdded 11.34%
Kelly Financial Services180,681$4MAdded 2.46%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is LQDW?

iShares LQD Premium Income+ ETF (LQDW) is an exchange-traded fund listed on Cboe BZX, where it has traded since August 18, 2022.

Who are the largest institutional holders of LQDW?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of LQDW were Bank of America, Raymond James Financial and Lpl Financial.

How many institutions own LQDW?

42 institutions reported a position in LQDW for the quarter ended June 30, 2026, worth $74.7 million in total.

Did institutions buy or sell LQDW last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for LQDW.

Every reported institutional holder, plus insider and congressional trades in LQDW, on SentiSense.