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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
17,708
shares
|
$1.92 Million
0.31% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
17,539
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 65.02%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
17,478
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,232
shares
|
$1.87 Million
0.45% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
17,064
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
17,034
shares
|
$1.85 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
16,973
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,922
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 154.12%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
16,901
shares
|
$1.83 Million
1.75% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
16,843
shares
|
$1.83 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
16,800
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
16,798
shares
|
$1.82 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,694
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
16,639
shares
|
$1.8 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
16,620
shares
|
$1.8 Million
1.27% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
16,520
shares
|
$1.79 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
16,440
shares
|
$1.78 Million
0.47% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sarasin & Partners LLP
|
Oct 09, 2024 Q3 2024 |
16,375
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
16,279
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
16,263
shares
|
$1.76 Million
0.35% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
16,104
shares
|
$1.75 Million
0.23% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,958
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
15,840
shares
|
$1.72 Million
0.61% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
15,816
shares
|
$1.71 Million
0.51% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,640
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.43%
|