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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13,563
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
13,551
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
13,539
shares
|
$1.47 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
13,520
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,485
shares
|
$1.46 Million
0.14% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,457
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2023
Reduced 31.26%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
13,135
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
13,030
shares
|
$1.41 Million
5.3% of portfolio
|
Q1 2023
Reduced 97.64%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
13,005
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
12,992
shares
|
$1.41 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
12,982
shares
|
$1.41 Million
0.48% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
12,945
shares
|
$1.4 Million
0.27% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
12,941
shares
|
$1.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
12,835
shares
|
$1.39 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,768
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
12,708
shares
|
$1.38 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
12,692
shares
|
$1.37 Million
0.52% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
12,643
shares
|
$1.37 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
12,558
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
12,528
shares
|
$1.36 Million
0.17% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
12,347
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,303
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
12,233
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,232
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Added 78.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
12,193
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Added 356.15%
|