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 |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
160
shares
|
$17,348
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
156
shares
|
$16,915
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
155
shares
|
$16,806
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
151
shares
|
$16,372
0.0% of portfolio
|
Q3 2024
Reduced 39.11%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
150
shares
|
$16,264
0.01% of portfolio
|
Q2 2019
Reduced 40.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
150
shares
|
$16,264
0.01% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
134
shares
|
$14,529
0.0% of portfolio
|
Q4 2023
Reduced 22.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
134
shares
|
$14,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
129
shares
|
$13,987
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
129
shares
|
$13,987
0.01% of portfolio
|
Q2 2024
Reduced 41.89%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
122
shares
|
$13,228
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
119
shares
|
$12,903
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
118
shares
|
$12,794
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
118
shares
|
$12,794
0.0% of portfolio
|
Q3 2023
Reduced 17.48%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
116
shares
|
$12,577
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
115
shares
|
$12,469
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
115
shares
|
$12,469
0.01% of portfolio
|
Q3 2024
Reduced 62.17%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
111
shares
|
$12,035
0.01% of portfolio
|
Q4 2023
Added 236.36%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
110
shares
|
$11,927
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
110
shares
|
$11,927
0.0% of portfolio
|
Q2 2024
Reduced 51.11%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
102
shares
|
$11,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$10,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
92
shares
|
$9,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
92
shares
|
$9,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
85
shares
|
$9,216
0.0% of portfolio
|
Q2 2023
Reduced 70.69%
|