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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
37,877
shares
|
$4.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
37,829
shares
|
$4.1 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
37,740
shares
|
$4.09 Million
3.69% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
37,500
shares
|
$4.06 Million
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
37,294
shares
|
$4.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
36,883
shares
|
$4 Million
0.48% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
36,752
shares
|
$3.98 Million
0.5% of portfolio
|
Q4 2024
Added 27.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
36,536
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Added 337.98%
|
|
|
Partners Value Investments LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
36,515
shares
|
$3.96 Million
2.98% of portfolio
|
Q3 2020
New holding
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
35,171
shares
|
$3.81 Million
1.43% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
35,029
shares
|
$3.79 Million
0.1% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
34,943
shares
|
$3.79 Million
2.37% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
34,876
shares
|
$3.78 Million
3.42% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
34,855
shares
|
$3.78 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
34,458
shares
|
$3.73 Million
2.65% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
34,308
shares
|
$3.72 Million
0.57% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
34,038
shares
|
$3.69 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
33,834
shares
|
$3.66 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
33,388
shares
|
$3.62 Million
2.32% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
33,367
shares
|
$3.61 Million
0.78% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
33,218
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
33,060
shares
|
$3.58 Million
0.07% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
33,017
shares
|
$3.58 Million
1.84% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,984
shares
|
$3.57 Million
0.8% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
32,956
shares
|
$3.57 Million
0.22% of portfolio
|
Q4 2024
Reduced 9.84%
|