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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
5,118
shares
|
$554,944
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,117
shares
|
$554,836
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
5,092
shares
|
$552,125
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,023
shares
|
$544,643
0.12% of portfolio
|
Q3 2024
Reduced 61.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,961
shares
|
$537,921
0.01% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,959
shares
|
$537,704
0.17% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,941
shares
|
$535,752
0.01% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
4,911
shares
|
$532,499
0.4% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
4,888
shares
|
$530,005
0.19% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,871
shares
|
$528,162
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
4,865
shares
|
$527,511
0.4% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
4,852
shares
|
$526,102
0.28% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,775
shares
|
$517,753
0.23% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,761
shares
|
$516,235
0.13% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
4,749
shares
|
$514,934
0.0% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
4,706
shares
|
$510,271
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,701
shares
|
$509,729
0.01% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
4,700
shares
|
$509,621
0.25% of portfolio
|
Q2 2022
Reduced 86.38%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,679
shares
|
$507,343
0.05% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
4,660
shares
|
$505,283
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
4,630
shares
|
$502,030
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
4,620
shares
|
$500,946
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
4,620
shares
|
$500,946
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
4,618
shares
|
$500,729
0.03% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,600
shares
|
$498,778
0.03% of portfolio
|
Q3 2024
New holding
|