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 2.54 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 |
Jan 21, 2026 Q4 2025 |
320,964
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
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%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
124,972
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 4.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
123,443
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
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%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
67,680
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
63,511
shares
|
$0
0.75% of portfolio
|
Q3 2025
Added 30.19%
|
|
|
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 |
Jan 12, 2026 Q4 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%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jan 27, 2026 Q4 2025 |
15,974
shares
|
$0
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
15,974
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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 |
Jan 29, 2026 Q4 2025 |
11,660
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 5.02%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
11,600
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 107.14%
|
|