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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
24,742
shares
|
$2.68 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
24,668
shares
|
$2.67 Million
0.87% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
24,448
shares
|
$2.65 Million
1.58% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
24,292
shares
|
$2.63 Million
0.49% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
23,651
shares
|
$2.56 Million
0.1% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
23,570
shares
|
$2.55 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
23,455
shares
|
$2.54 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
23,188
shares
|
$2.51 Million
0.97% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
22,639
shares
|
$2.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
22,509
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Mar 06, 2025 Q4 2024 |
22,485
shares
|
$2.44 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,427
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
22,402
shares
|
$2.43 Million
1.09% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
22,066
shares
|
$2.39 Million
0.22% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
21,917
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
21,850
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.44%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
21,535
shares
|
$2.33 Million
1.99% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
21,533
shares
|
$2.33 Million
0.83% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,480
shares
|
$2.33 Million
0.68% of portfolio
|
Q2 2023
Added 7.4%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
21,291
shares
|
$2.31 Million
1.57% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
20,852
shares
|
$2.26 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
20,781
shares
|
$2.25 Million
0.2% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
20,768
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
20,759
shares
|
$2.25 Million
0.67% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
20,759
shares
|
$2.25 Million
0.68% of portfolio
|
Q4 2024
Added 1.01%
|