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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
9,199
shares
|
$997,447
0.13% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
9,173
shares
|
$994,628
0.21% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
9,090
shares
|
$985,628
0.49% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,007
shares
|
$976,629
0.09% of portfolio
|
Q3 2024
Added 49.59%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,964
shares
|
$971,966
0.16% of portfolio
|
Q2 2023
Added 3485.6%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
8,950
shares
|
$970,448
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,934
shares
|
$968,713
0.49% of portfolio
|
Q1 2023
Reduced 30.09%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
8,923
shares
|
$967,520
0.37% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
8,885
shares
|
$963,400
0.06% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,865
shares
|
$961,231
0.25% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,813
shares
|
$955,593
0.02% of portfolio
|
Q3 2024
Added 112.11%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
8,810
shares
|
$955,268
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
8,710
shares
|
$944,425
0.87% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
8,680
shares
|
$941,172
0.49% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
8,637
shares
|
$936,509
0.45% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
8,497
shares
|
$921,329
0.32% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
8,384
shares
|
$909,077
0.69% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,342
shares
|
$904,523
0.02% of portfolio
|
Q3 2024
Added 167.63%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
8,314
shares
|
$901,487
0.06% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
8,313
shares
|
$901,378
0.36% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$894,655
0.38% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,094
shares
|
$877,632
0.28% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
8,059
shares
|
$873,837
0.58% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
8,040
shares
|
$871,777
0.63% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
8,034
shares
|
$871,126
0.05% of portfolio
|
Q3 2024
Added 82.38%
|