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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
23,164
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
22,827
shares
|
$2.47 Million
1.93% of portfolio
|
Q3 2024
Added 432.84%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,781
shares
|
$2.47 Million
0.31% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
22,582
shares
|
$2.45 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
22,447
shares
|
$2.43 Million
0.11% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,427
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
22,232
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
22,116
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 296.06%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
22,091
shares
|
$2.39 Million
1.23% of portfolio
|
Q3 2024
Reduced 46.98%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
21,884
shares
|
$2.37 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,480
shares
|
$2.33 Million
0.68% of portfolio
|
Q2 2023
Added 7.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
21,477
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
21,365
shares
|
$2.32 Million
1.03% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
21,218
shares
|
$2.3 Million
0.28% of portfolio
|
Q3 2024
Added 25.34%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
21,163
shares
|
$2.29 Million
0.18% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,956
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
20,916
shares
|
$2.27 Million
1.78% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
20,800
shares
|
$2.25 Million
1.97% of portfolio
|
Q3 2024
Added 41.5%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,783
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
20,552
shares
|
$2.23 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
20,168
shares
|
$2.19 Million
2.11% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
19,991
shares
|
$2.17 Million
0.9% of portfolio
|
Q3 2024
Reduced 79.2%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
19,693
shares
|
$2.13 Million
1.75% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
19,683
shares
|
$2.13 Million
1.35% of portfolio
|
Q4 2023
Reduced 44.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,524
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Added 10.49%
|