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 |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
27,859
shares
|
$3.02 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
27,626
shares
|
$2.99 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
27,577
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2024
Reduced 37.1%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
27,395
shares
|
$2.97 Million
1.27% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
26,885
shares
|
$2.91 Million
0.41% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
26,806
shares
|
$2.9 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
26,782
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
26,420
shares
|
$2.86 Million
0.33% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
26,232
shares
|
$2.84 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
26,231
shares
|
$2.84 Million
1.35% of portfolio
|
Q4 2024
Reduced 29.27%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
26,226
shares
|
$2.84 Million
2.72% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
26,201
shares
|
$2.84 Million
0.29% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
26,150
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
26,029
shares
|
$2.82 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
26,013
shares
|
$2.82 Million
0.72% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
25,949
shares
|
$2.81 Million
1.21% of portfolio
|
Q4 2024
Reduced 54.21%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
25,783
shares
|
$2.79 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
25,365
shares
|
$2.75 Million
1.94% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
25,194
shares
|
$2.73 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
25,103
shares
|
$2.72 Million
0.08% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
25,081
shares
|
$2.72 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$2.71 Million
0.49% of portfolio
|
Q2 2019
Reduced 5.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,882
shares
|
$2.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
24,868
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
24,771
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.0%
|