Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / INVT GRD CORP BD
-
Total 13F shares
-
541,774
-
Share change
-
+48,866
-
Total reported value
-
$13,309,155
-
Price per share
-
$24.57
-
Number of holders
-
5
-
Value change
-
+$1,193,695
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of ISHARES TR - INVT GRD CORP BD (LQDW) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - INVT GRD CORP BD (LQDW) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
541,774 shares.
The largest 6 holders included
Prime Capital Investment Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ARMSTRONG ADVISORY GROUP, INC, SeaCrest Wealth Management, LLC, Red Tortoise LLC, and TUCKER ASSET MANAGEMENT LLC.
This page lists
6
institutional shareholders reporting positions in this security
for the Q4 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.