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 1,171 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $29.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hanseatic Management Services Inc
|
May 14, 2024 Q1 2024 |
52
shares
|
$5,558
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
47
shares
|
$5,023
0.0% of portfolio
|
Q4 2023
Reduced 98.07%
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$4,916
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
Sym Financial Corp
|
May 06, 2024 Q1 2024 |
45
shares
|
$4,810
0.0% of portfolio
|
Q1 2024
Reduced 85.62%
|
|
M&R Capital Management Inc
|
Apr 02, 2024 Q1 2024 |
40
shares
|
$4,275
0.0% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
39
shares
|
$4,168
0.0% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
39
shares
|
$4,168
0.0% of portfolio
|
Q4 2023
New holding
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2024 Q1 2024 |
36
shares
|
$3,848
0.0% of portfolio
|
Q1 2024
Added 44.0%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
35
shares
|
$3,741
0.0% of portfolio
|
Q1 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,634
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
30
shares
|
$3,206
0.0% of portfolio
|
Q3 2023
Reduced 34.78%
|
|
Apcm Wealth Management For Individuals
|
Apr 18, 2024 Q1 2024 |
27
shares
|
$2,886
0.0% of portfolio
|
Q4 2023
Reduced 22.86%
|
|
Oak Harbor Wealth Partners, LLC
|
Apr 23, 2024 Q1 2024 |
23
shares
|
$2,458
0.0% of portfolio
|
Q3 2022
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
23
shares
|
$2,458
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
22
shares
|
$2,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
22
shares
|
$2,351
0.0% of portfolio
|
Q2 2021
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
22
shares
|
$2,351
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
20
shares
|
$2,137
0.0% of portfolio
|
Q4 2023
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
18
shares
|
$1,924
0.0% of portfolio
|
Q2 2021
New holding
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
17
shares
|
$1,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
17
shares
|
$1,817
0.0% of portfolio
|
Q4 2023
New holding
|
|
Contravisory Investment Management, Inc.
|
Apr 11, 2024 Q1 2024 |
16
shares
|
$1,710
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
15
shares
|
$1,603
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
15
shares
|
$1,603
0.0% of portfolio
|
Q1 2024
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
15
shares
|
$1,603
0.0% of portfolio
|
Q3 2023
New holding
|