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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
12,111
shares
|
$1.31 Million
0.16% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,105
shares
|
$1.31 Million
0.34% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,088
shares
|
$1.31 Million
0.2% of portfolio
|
Q4 2024
Reduced 31.08%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
12,066
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
12,038
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 34.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,029
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
12,022
shares
|
$1.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
12,008
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
12,000
shares
|
$1.3 Million
1.75% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
11,961
shares
|
$1.3 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
11,804
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 32.85%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
11,743
shares
|
$1.27 Million
0.64% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
11,673
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 22.9%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
11,666
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,645
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Added 78.09%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,639
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,631
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 95.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
11,578
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,479
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
11,472
shares
|
$1.24 Million
0.57% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
11,459
shares
|
$1.24 Million
0.34% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
11,443
shares
|
$1.24 Million
0.18% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
11,427
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.23 Million
0.72% of portfolio
|
Q2 2024
Added 60.4%
|