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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,606
shares
|
$390,998
0.04% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,565
shares
|
$386,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,539
shares
|
$383,733
0.03% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,528
shares
|
$382,541
0.22% of portfolio
|
Q3 2024
Added 58.63%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
3,502
shares
|
$379,721
0.2% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,451
shares
|
$374,191
0.04% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
3,448
shares
|
$373,866
0.0% of portfolio
|
Q4 2022
Reduced 5.22%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,432
shares
|
$372,131
0.18% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,425
shares
|
$371,372
0.02% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,416
shares
|
$370,396
0.23% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,279
shares
|
$355,541
0.3% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,272
shares
|
$354,782
0.02% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
3,271
shares
|
$354,674
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,252
shares
|
$352,614
0.01% of portfolio
|
Q3 2024
Added 38.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,242
shares
|
$351,530
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,229
shares
|
$350,120
0.06% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,211
shares
|
$348,168
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,198
shares
|
$346,759
0.07% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
3,149
shares
|
$341,446
0.06% of portfolio
|
Q3 2024
Reduced 23.86%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,140
shares
|
$340,470
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
3,135
shares
|
$339,928
0.15% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
3,066
shares
|
$332,446
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,062
shares
|
$332,012
0.01% of portfolio
|
Q3 2024
Added 18.04%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,051
shares
|
$330,819
0.14% of portfolio
|
Q1 2023
Added 1.77%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,047
shares
|
$330,386
0.11% of portfolio
|
Q3 2024
Added 0.63%
|