Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INVT GRD CORP BD
-
Total 13F shares
-
1,468,598
-
Share change
-
+917,994
-
Total reported value
-
$46,290,311
-
Price per share
-
$31.52
-
Number of holders
-
25
-
Value change
-
+$28,853,755
-
Number of buys
-
21
-
Number of sells
-
4
Institutional Holders of ISHARES TR - INVT GRD CORP BD (LQDW) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - INVT GRD CORP BD (LQDW) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,468,598 shares.
The largest 10 holders included
Principle Wealth Partners LLC, COMMONWEALTH EQUITY SERVICES, LLC, WealthShield Partners, LLC, STIFEL FINANCIAL CORP, MML INVESTORS SERVICES, LLC, Prime Capital Investment Advisors, LLC, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, Tortoise Investment Management, LLC, and JANE STREET GROUP, LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.