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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
19,457
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2024
Added 1621.86%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
19,414
shares
|
$2.1 Million
0.23% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
19,375
shares
|
$2.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
19,323
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2022
Added 6.66%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
19,214
shares
|
$2.08 Million
0.64% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
19,125
shares
|
$2.07 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
19,094
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
19,092
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
19,004
shares
|
$2.06 Million
0.66% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
19,000
shares
|
$2.06 Million
0.8% of portfolio
|
Q3 2024
Reduced 55.1%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
18,554
shares
|
$2.01 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
18,539
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
18,456
shares
|
$2 Million
2.49% of portfolio
|
Q2 2022
Reduced 5.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
18,396
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
18,376
shares
|
$1.99 Million
0.2% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
18,218
shares
|
$1.97 Million
0.53% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,136
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2023
Added 39.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
18,103
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18,079
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Added 231.66%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
17,933
shares
|
$1.94 Million
0.34% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,766
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2022
Added 6.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,735
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2024
Added 57.7%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,729
shares
|
$1.92 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
17,722
shares
|
$1.92 Million
0.22% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,719
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.19%
|