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 29 institutions that hold shares in the stock, with a total of 1.26 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
203,727
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,035
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,780
shares
|
$0
0.32% of portfolio
|
Q4 2024
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.
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,078
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 32.21%
|
|
|
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%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,380
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|