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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
32,571
shares
|
$3.53 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,379
shares
|
$3.51 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
31,798
shares
|
$3.44 Million
0.39% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
31,551
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 86.34%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
31,495
shares
|
$3.41 Million
2.41% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
31,426
shares
|
$3.4 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
31,346
shares
|
$3.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
30,980
shares
|
$3.36 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
30,599
shares
|
$3.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
30,541
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 80.48%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
30,208
shares
|
$3.27 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
29,939
shares
|
$3.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
29,699
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
29,313
shares
|
$3.18 Million
0.23% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
29,191
shares
|
$3.16 Million
0.38% of portfolio
|
Q4 2024
Reduced 86.2%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
29,068
shares
|
$3.15 Million
0.93% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
28,879
shares
|
$3.13 Million
1.94% of portfolio
|
Q4 2024
Added 73.76%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
28,687
shares
|
$3.11 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
28,540
shares
|
$3.09 Million
1.03% of portfolio
|
Q4 2024
Added 213.97%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
28,498
shares
|
$3.09 Million
1.15% of portfolio
|
Q1 2023
Added 19.51%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,446
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.84%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
28,310
shares
|
$3.07 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
28,147
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Added 47.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,943
shares
|
$3.03 Million
0.03% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
27,915
shares
|
$3.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.7%
|