Institutional Ownership Ishares Tr Invt Grade Corporat (LQDW)
This table provides information about the institutional ownership of Ishares Tr Invt Grade Corporat (LQDW). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 2.26 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
622,830
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
315,920
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 44.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
250,622
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
195,613
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 1619.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,166
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
105,462
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 144.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
102,139
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
80,768
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
69,058
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
48,783
shares
|
$0
0.6% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
41,489
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
30,403
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
27,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,137
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
19,646
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
17,881
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
16,411
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
15,830
shares
|
$0
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
15,314
shares
|
$0
0.27% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
15,274
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
12,556
shares
|
$0
0.24% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
12,276
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,121
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,889
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
8,926
shares
|
$0
0.16% of portfolio
|
Q1 2025
Added 4.45%
|