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 1,186 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 $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
92
shares
|
$10,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
92
shares
|
$10,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
85
shares
|
$9,396
0.0% of portfolio
|
Q2 2023
Reduced 70.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
84
shares
|
$9,286
0.01% of portfolio
|
Q2 2022
Added 950.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
80
shares
|
$8,844
0.01% of portfolio
|
Q2 2022
Added 166.67%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
75
shares
|
$8,291
0.0% of portfolio
|
Q4 2023
Reduced 99.79%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
71
shares
|
$7,849
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
69
shares
|
$7,627
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
69
shares
|
$7,627
0.02% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$7,627
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
68
shares
|
$7,517
0.0% of portfolio
|
Q2 2024
Reduced 50.36%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
67
shares
|
$7,406
0.0% of portfolio
|
Q3 2024
Reduced 66.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66
shares
|
$7,296
0.01% of portfolio
|
Q1 2024
Reduced 94.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
66
shares
|
$7,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
65
shares
|
$7,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
60
shares
|
$6,633
0.0% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$6,080
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
52
shares
|
$5,748
0.0% of portfolio
|
Q3 2024
Reduced 69.59%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
52
shares
|
$5,748
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
47
shares
|
$5,195
0.0% of portfolio
|
Q4 2023
Reduced 98.07%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$5,085
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
45
shares
|
$4,974
0.0% of portfolio
|
Q1 2024
Reduced 85.62%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
42
shares
|
$4,643
0.0% of portfolio
|
Q2 2024
Reduced 58.0%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
42
shares
|
$4,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,532
0.02% of portfolio
|
Q3 2024
New holding
|