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 40 institutions that hold shares in the stock, with a total of 2.5 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 |
Nov 14, 2025 Q3 2025 |
682,930
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
335,819
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
296,743
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
201,570
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
123,443
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
120,033
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 73.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
112,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
73,967
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
63,511
shares
|
$0
0.75% of portfolio
|
Q3 2025
Added 30.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
39,191
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
34,249
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.5%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
27,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
25,418
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
25,050
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
20,769
shares
|
$0
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
18,052
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
17,577
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
15,830
shares
|
$0
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
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 |
Oct 16, 2025 Q3 2025 |
12,276
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
10,257
shares
|
$0
0.17% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
8,926
shares
|
$0
0.15% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
8,786
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|