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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
11,361
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
11,360
shares
|
$1.23 Million
0.63% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,333
shares
|
$1.23 Million
0.3% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
11,267
shares
|
$1.22 Million
0.73% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
11,260
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
11,222
shares
|
$1.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
11,166
shares
|
$1.21 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
11,099
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
11,043
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
11,042
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 486.72%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
10,864
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
10,764
shares
|
$1.17 Million
0.99% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,760
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
10,710
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,702
shares
|
$1.16 Million
0.44% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,678
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,665
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
10,597
shares
|
$1.15 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,592
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,494
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,416
shares
|
$1.13 Million
0.37% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
10,227
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,210
shares
|
$1.11 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,029
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,015
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.84%
|