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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,684
shares
|
$616,316
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,653
shares
|
$612,954
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,650
shares
|
$612,629
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,608
shares
|
$608,075
0.12% of portfolio
|
Q1 2024
Reduced 67.29%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
5,559
shares
|
$602,762
0.22% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,544
shares
|
$601,135
0.05% of portfolio
|
Q3 2024
Reduced 20.08%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,502
shares
|
$596,581
0.05% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
5,502
shares
|
$596,581
0.31% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,495
shares
|
$595,822
0.02% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$593,654
0.08% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
5,450
shares
|
$590,943
0.07% of portfolio
|
Q2 2024
Added 9.66%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
5,450
shares
|
$590,943
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,430
shares
|
$588,774
0.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,375
shares
|
$582,811
0.04% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,320
shares
|
$576,847
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
5,320
shares
|
$576,847
0.27% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$574,679
0.02% of portfolio
|
Q1 2021
Reduced 5.69%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
5,285
shares
|
$573,052
0.06% of portfolio
|
Q3 2024
Added 74.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,271
shares
|
$571,534
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
5,245
shares
|
$568,715
0.38% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5,214
shares
|
$565,354
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
5,186
shares
|
$562,317
0.08% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
5,179
shares
|
$561,558
0.13% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
5,165
shares
|
$560,040
0.3% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,154
shares
|
$558,848
0.38% of portfolio
|
Q3 2024
Reduced 12.05%
|