Institutional Ownership Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD). We have compiled data on the 1,185 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,175
shares
|
$3.05 Million
0.76% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,834
shares
|
$3.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
27,741
shares
|
$3.01 Million
1.68% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
27,650
shares
|
$3 Million
0.01% of portfolio
|
Q2 2024
Added 39.65%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
27,577
shares
|
$2.99 Million
0.22% of portfolio
|
Q3 2024
Reduced 37.1%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
27,095
shares
|
$2.94 Million
1.69% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,977
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
26,617
shares
|
$2.89 Million
0.63% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
26,496
shares
|
$2.87 Million
1.22% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
26,453
shares
|
$2.87 Million
0.45% of portfolio
|
Q3 2024
Added 88.05%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
26,278
shares
|
$2.85 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,076
shares
|
$2.83 Million
0.04% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
25,874
shares
|
$2.8 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
25,699
shares
|
$2.79 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
25,454
shares
|
$2.76 Million
2.79% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
25,059
shares
|
$2.72 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
25,000
shares
|
$2.71 Million
0.47% of portfolio
|
Q2 2019
Reduced 5.3%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
24,936
shares
|
$2.7 Million
0.99% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
24,835
shares
|
$2.69 Million
0.28% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
24,448
shares
|
$2.65 Million
1.61% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
23,638
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
23,631
shares
|
$2.56 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
23,631
shares
|
$2.56 Million
2.4% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
23,450
shares
|
$2.54 Million
0.87% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
23,188
shares
|
$2.51 Million
0.97% of portfolio
|
Q4 2022
Reduced 1.35%
|