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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$58,210
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
533
shares
|
$57,777
0.0% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
531
shares
|
$57,560
0.03% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
530
shares
|
$57,452
0.02% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
527
shares
|
$57,126
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
500
shares
|
$54,200
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
500
shares
|
$54,200
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
486
shares
|
$52,682
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
485
shares
|
$52,574
0.02% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
475
shares
|
$51,490
0.0% of portfolio
|
Q3 2024
Reduced 52.45%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
472
shares
|
$51,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
470
shares
|
$50,948
0.02% of portfolio
|
Q4 2023
Added 0.64%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
465
shares
|
$50,406
0.01% of portfolio
|
Q3 2024
Added 811.76%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
450
shares
|
$48,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
427
shares
|
$46,286
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
421
shares
|
$45,636
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
420
shares
|
$45,528
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
419
shares
|
$45,419
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
410
shares
|
$44,444
0.0% of portfolio
|
Q3 2024
Reduced 39.44%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
399
shares
|
$43,251
0.0% of portfolio
|
Q3 2024
Reduced 50.8%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
399
shares
|
$43,251
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
397
shares
|
$43,034
0.0% of portfolio
|
Q3 2024
Added 297.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
394
shares
|
$42,709
0.0% of portfolio
|
Q3 2024
Added 398.73%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
382
shares
|
$41,408
0.01% of portfolio
|
Q4 2023
Reduced 18.38%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,192
0.01% of portfolio
|
Q3 2022
New holding
|