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 27 institutions that hold shares in the stock, with a total of 1.04 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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
258,242
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
171,933
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
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%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
79,535
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
77,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 48.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
53,160
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 45.03%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
36,601
shares
|
$0
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
30,328
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 114.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
24,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
19,997
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
16,348
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
16,341
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,035
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
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.
|
Jan 22, 2025 Q4 2024 |
12,577
shares
|
$0
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
12,082
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
9,826
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,575
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
8,546
shares
|
$0
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,375
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 33.85%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 82.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
884
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 2.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
637
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
575
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 95.4%
|