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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,951
shares
|
$428,406
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
3,949
shares
|
$428,190
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
3,942
shares
|
$427,431
0.18% of portfolio
|
Q3 2023
Added 10.1%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,938
shares
|
$426,997
0.2% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,874
shares
|
$420,057
0.04% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
3,868
shares
|
$419,407
0.01% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
3,862
shares
|
$418,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$417,347
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,821
shares
|
$414,311
0.02% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
3,789
shares
|
$410,841
0.02% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
3,789
shares
|
$410,841
0.15% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,776
shares
|
$409,431
0.03% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
3,773
shares
|
$409,106
0.0% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
3,748
shares
|
$406,395
0.02% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$405,636
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
3,735
shares
|
$404,986
0.18% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
3,722
shares
|
$403,576
0.34% of portfolio
|
Q4 2023
Reduced 22.08%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,710
shares
|
$402,275
0.12% of portfolio
|
Q3 2024
Reduced 52.78%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,709
shares
|
$402,166
0.03% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,694
shares
|
$400,540
0.01% of portfolio
|
Q2 2024
Added 7.54%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,674
shares
|
$398,371
0.12% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,674
shares
|
$398,371
0.25% of portfolio
|
Q3 2024
Added 2543.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
3,642
shares
|
$394,902
0.46% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,639
shares
|
$394,576
0.04% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,630
shares
|
$393,600
0.01% of portfolio
|
Q3 2024
Reduced 3.99%
|