Institutional Ownership Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD). We have compiled data on the 1,230 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
78,690
shares
|
$8.52 Million
0.67% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
78,069
shares
|
$8.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
77,999
shares
|
$8.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
77,845
shares
|
$8.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
77,296
shares
|
$8.37 Million
0.63% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
76,607
shares
|
$8.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
76,554
shares
|
$8.29 Million
0.12% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
76,286
shares
|
$8.26 Million
5.93% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
76,230
shares
|
$8.26 Million
0.03% of portfolio
|
Q4 2024
Added 175.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
75,325
shares
|
$8.16 Million
0.24% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
74,485
shares
|
$8.07 Million
3.03% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
73,767
shares
|
$7.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
73,062
shares
|
$7.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
72,873
shares
|
$7.89 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
72,508
shares
|
$7.85 Million
2.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,170
shares
|
$7.71 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
70,945
shares
|
$7.68 Million
1.14% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
70,842
shares
|
$7.67 Million
0.19% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
70,770
shares
|
$7.67 Million
0.86% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
70,339
shares
|
$7.62 Million
0.25% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
69,724
shares
|
$7.55 Million
0.84% of portfolio
|
Q4 2024
Added 104.31%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
69,573
shares
|
$7.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
69,473
shares
|
$7.53 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
69,243
shares
|
$7.5 Million
1.2% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
68,804
shares
|
$7.45 Million
0.36% of portfolio
|
Q4 2024
Reduced 50.64%
|