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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,935
shares
|
$209,812
0.13% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,914
shares
|
$207,535
0.11% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$206,667
0.04% of portfolio
|
Q1 2024
Reduced 9.5%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,900
shares
|
$206,017
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$206,017
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,882
shares
|
$204,065
0.01% of portfolio
|
Q3 2024
Reduced 38.11%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,872
shares
|
$202,980
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,866
shares
|
$202,330
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,847
shares
|
$200,270
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,834
shares
|
$198,860
0.06% of portfolio
|
Q2 2022
Reduced 20.5%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
1,821
shares
|
$197,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimas Capital LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
1,818
shares
|
$197,125
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
1,810
shares
|
$196,258
0.05% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,801
shares
|
$195,282
0.0% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,793
shares
|
$194,414
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,792
shares
|
$194,306
0.02% of portfolio
|
Q3 2024
Reduced 91.04%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,778
shares
|
$192,788
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
1,770
shares
|
$191,921
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,747
shares
|
$189,427
0.03% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,661
shares
|
$180,102
0.05% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,487
shares
|
$161,235
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,475
shares
|
$159,934
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
1,416
shares
|
$153,536
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
1,400
shares
|
$151,802
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,329
shares
|
$144,103
0.01% of portfolio
|
Q3 2024
Reduced 6.41%
|