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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
34
shares
|
$3,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,686
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
30
shares
|
$3,252
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
27
shares
|
$2,927
0.0% of portfolio
|
Q4 2023
Reduced 22.86%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
27
shares
|
$2,927
0.0% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
24
shares
|
$2,602
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
23
shares
|
$2,493
0.0% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
23
shares
|
$2,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,385
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$2,385
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$2,168
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
20
shares
|
$2,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
17
shares
|
$1,843
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,843
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
16
shares
|
$1,734
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,626
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
15
shares
|
$1,626
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
14
shares
|
$1,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
14
shares
|
$1,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13
shares
|
$1,409
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13
shares
|
$1,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
11
shares
|
$1,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4
shares
|
$433
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
4
shares
|
$433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
4
shares
|
$433
0.0% of portfolio
|
Q3 2024
Reduced 96.55%
|