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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
256
shares
|
$27,758
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
251
shares
|
$27,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
248
shares
|
$26,890
0.0% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
240
shares
|
$26,023
0.0% of portfolio
|
Q4 2022
Reduced 89.29%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
238
shares
|
$25,806
0.01% of portfolio
|
Q2 2024
Added 164.44%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
230
shares
|
$24,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
225
shares
|
$24,396
0.0% of portfolio
|
Q2 2024
Added 16.58%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
223
shares
|
$24,179
0.0% of portfolio
|
Q3 2023
Reduced 94.16%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
219
shares
|
$23,746
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
216
shares
|
$23,420
0.0% of portfolio
|
Q1 2016
Added 782.41%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
210
shares
|
$22,770
0.0% of portfolio
|
Q1 2021
Reduced 41.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
208
shares
|
$22,553
0.01% of portfolio
|
Q3 2024
Reduced 51.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
207
shares
|
$22,445
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$22,011
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$21,686
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$21,686
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
197
shares
|
$21,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
195
shares
|
$21,143
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
188
shares
|
$20,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
185
shares
|
$20,059
0.01% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
184
shares
|
$19,951
0.01% of portfolio
|
Q3 2023
Reduced 61.9%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
172
shares
|
$18,649
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
170
shares
|
$18,433
0.0% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
164
shares
|
$17,782
0.0% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
163
shares
|
$17,674
0.01% of portfolio
|
Q3 2024
Added 1.24%
|