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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
11,511
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,476
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 85.97%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.23 Million
0.72% of portfolio
|
Q2 2024
Added 60.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,345
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2024
Reduced 71.31%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,277
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,242
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
11,232
shares
|
$1.22 Million
0.32% of portfolio
|
Q3 2024
Reduced 40.45%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
11,166
shares
|
$1.21 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,910
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,844
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
10,782
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
10,778
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Added 166.52%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,778
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
10,764
shares
|
$1.17 Million
0.99% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
10,752
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
10,710
shares
|
$1.16 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
10,706
shares
|
$1.16 Million
0.64% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,700
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
10,581
shares
|
$1.15 Million
0.61% of portfolio
|
Q3 2024
Added 188.55%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
10,507
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2024
Added 135.95%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,494
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
10,494
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
10,434
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
Reduced 10.77%
|