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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,026
shares
|
$328,109
0.01% of portfolio
|
Q3 2024
Added 256.61%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,990
shares
|
$324,205
0.06% of portfolio
|
Q3 2024
Reduced 21.3%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
2,983
shares
|
$323,446
0.07% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,942
shares
|
$319,001
0.12% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,938
shares
|
$318,567
0.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,910
shares
|
$315,531
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
2,896
shares
|
$314,013
0.15% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
2,891
shares
|
$313,471
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$312,495
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
2,868
shares
|
$310,977
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
2,868
shares
|
$310,977
0.15% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,849
shares
|
$308,917
0.01% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
2,844
shares
|
$308,374
0.01% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
2,838
shares
|
$307,724
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$307,615
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,836
shares
|
$307,507
0.02% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,831
shares
|
$306,965
0.27% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,830
shares
|
$306,856
0.11% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
2,827
shares
|
$306,531
0.02% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
2,827
shares
|
$306,531
0.25% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$306,314
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,820
shares
|
$305,772
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$303,604
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
2,798
shares
|
$303,387
0.06% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,785
shares
|
$301,977
0.04% of portfolio
|
Q3 2024
Reduced 16.39%
|