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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
46,639
shares
|
$5.05 Million
0.4% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
46,619
shares
|
$5.05 Million
1.17% of portfolio
|
Q2 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
46,552
shares
|
$5.04 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
46,313
shares
|
$5.02 Million
2.65% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
45,979
shares
|
$4.98 Million
0.29% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
44,851
shares
|
$4.86 Million
0.4% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
44,633
shares
|
$4.83 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
44,237
shares
|
$4.79 Million
0.07% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
44,057
shares
|
$4.77 Million
0.29% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
44,014
shares
|
$4.77 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
43,016
shares
|
$4.66 Million
0.52% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,478
shares
|
$4.6 Million
0.05% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
41,735
shares
|
$4.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,812
shares
|
$4.42 Million
0.18% of portfolio
|
Q2 2020
Added 6.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
40,385
shares
|
$4.37 Million
3.52% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
40,214
shares
|
$4.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.06%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$4.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
39,899
shares
|
$4.32 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
39,866
shares
|
$4.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
39,795
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.92%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
39,156
shares
|
$4.24 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
38,453
shares
|
$4.17 Million
2.29% of portfolio
|
Q4 2024
Reduced 31.2%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
38,283
shares
|
$4.15 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
38,178
shares
|
$4.14 Million
0.79% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
38,135
shares
|
$4.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.12%
|