Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INVT GRD CORP BD
-
Total 13F shares
-
2,299,416
-
Share change
-
+222,019
-
Total reported value
-
$58,082,547
-
Price per share
-
$25.27
-
Number of holders
-
33
-
Value change
-
+$5,584,292
-
Number of buys
-
23
-
Number of sells
-
9
Institutional Holders of ISHARES TR - INVT GRD CORP BD (LQDW) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - INVT GRD CORP BD (LQDW) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,299,416 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Prime Capital Investment Advisors, LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, STIFEL FINANCIAL CORP, Private Advisor Group, LLC, NAPA WEALTH MANAGEMENT, and Golden State Equity Partners.
This page lists
33
institutional shareholders reporting positions in this security
for the Q3 2025 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.