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 1,183 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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
13,477
shares
|
$1.46 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,457
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2023
Reduced 31.26%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
13,170
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
13,030
shares
|
$1.41 Million
5.3% of portfolio
|
Q1 2023
Reduced 97.64%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
13,010
shares
|
$1.41 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
13,006
shares
|
$1.41 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
13,002
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 43.95%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
12,980
shares
|
$1.41 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
12,774
shares
|
$1.38 Million
0.93% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,566
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,550
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,506
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
12,416
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
12,338
shares
|
$1.34 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
12,062
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
12,058
shares
|
$1.31 Million
0.52% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
12,034
shares
|
$1.3 Million
0.47% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
12,000
shares
|
$1.3 Million
1.75% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,994
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Added 54.34%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
11,970
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,913
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2024
Reduced 24.8%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
11,838
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2024
Added 67.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
11,832
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
11,691
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,524
shares
|
$1.25 Million
0.51% of portfolio
|
Q3 2024
Added 4.42%
|