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 |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
4,567
shares
|
$495,199
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,567
shares
|
$495,199
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,565
shares
|
$494,982
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,495
shares
|
$487,392
0.03% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
4,457
shares
|
$483,272
0.28% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,450
shares
|
$482,513
0.19% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,427
shares
|
$480,019
0.06% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
4,377
shares
|
$474,598
0.31% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
4,375
shares
|
$474,381
0.05% of portfolio
|
Q3 2024
Reduced 43.17%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
4,361
shares
|
$472,863
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
4,316
shares
|
$467,983
0.26% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,294
shares
|
$465,598
0.09% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,252
shares
|
$461,044
0.03% of portfolio
|
Q3 2024
Added 91.88%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
4,246
shares
|
$460,393
0.17% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
4,213
shares
|
$456,815
0.15% of portfolio
|
Q3 2024
Reduced 52.53%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,207
shares
|
$456,165
0.09% of portfolio
|
Q3 2024
Added 24.58%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,180
shares
|
$453,237
0.01% of portfolio
|
Q3 2024
Reduced 98.82%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
4,150
shares
|
$449,984
0.31% of portfolio
|
Q3 2024
Added 277.27%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
4,085
shares
|
$442,936
0.2% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
4,056
shares
|
$439,792
0.06% of portfolio
|
Q2 2024
Reduced 11.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,028
shares
|
$436,756
0.01% of portfolio
|
Q3 2024
Reduced 88.85%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
4,016
shares
|
$435,454
0.16% of portfolio
|
Q3 2024
Added 459.33%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,995
shares
|
$433,177
0.1% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
3,966
shares
|
$430,033
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,965
shares
|
$429,924
0.23% of portfolio
|
Q4 2023
Reduced 33.14%
|