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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
10,227
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,178
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
10,102
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
10,081
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,049
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,038
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 143.35%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,015
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,006
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 211.81%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,952
shares
|
$1.08 Million
0.5% of portfolio
|
Q4 2023
Reduced 6.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,881
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
9,874
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 82.35%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
9,870
shares
|
$1.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,844
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
9,795
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
9,770
shares
|
$1.06 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
9,732
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
9,675
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
9,666
shares
|
$1.05 Million
0.59% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
9,561
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
9,532
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,504
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
9,431
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
9,372
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 132.96%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,361
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
9,235
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.93%
|