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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
59,283
shares
|
$6.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
59,059
shares
|
$6.4 Million
1.95% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
58,858
shares
|
$6.38 Million
1.34% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
58,824
shares
|
$6.37 Million
6.29% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
58,765
shares
|
$6.37 Million
0.02% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
58,346
shares
|
$6.32 Million
1.64% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
58,327
shares
|
$6.32 Million
1.73% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
58,202
shares
|
$6.3 Million
2.04% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
57,744
shares
|
$6.25 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
56,533
shares
|
$6.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
56,455
shares
|
$6.12 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
56,083
shares
|
$6.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
55,727
shares
|
$6.04 Million
0.07% of portfolio
|
Q4 2024
Added 739.64%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
55,417
shares
|
$6 Million
2.98% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
54,716
shares
|
$5.93 Million
0.64% of portfolio
|
Q3 2023
Added 212.18%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
54,075
shares
|
$5.86 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
52,227
shares
|
$5.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
51,192
shares
|
$5.55 Million
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
50,157
shares
|
$5.43 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
50,102
shares
|
$5.43 Million
0.18% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
49,748
shares
|
$5.39 Million
0.46% of portfolio
|
Q4 2024
Added 61.55%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
48,157
shares
|
$5.22 Million
1.35% of portfolio
|
Q4 2024
Added 40.51%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
48,061
shares
|
$5.21 Million
1.34% of portfolio
|
Q4 2024
Added 54.71%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
47,826
shares
|
$5.18 Million
2.0% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
47,247
shares
|
$5.12 Million
0.09% of portfolio
|
Q4 2024
Added 5.87%
|