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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
9,977
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,952
shares
|
$1.08 Million
0.5% of portfolio
|
Q4 2023
Reduced 6.12%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
9,947
shares
|
$1.08 Million
0.96% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
9,927
shares
|
$1.08 Million
0.6% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
9,913
shares
|
$1.07 Million
0.71% of portfolio
|
Q4 2024
Added 50.91%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
9,689
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.77%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,660
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
9,644
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
9,604
shares
|
$1.04 Million
0.29% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,585
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
9,571
shares
|
$1.04 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,559
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,535
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
9,457
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
9,431
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,361
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
9,328
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
9,184
shares
|
$994,810
0.19% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
9,173
shares
|
$993,619
0.19% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,094
shares
|
$985,062
0.36% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,043
shares
|
$979,537
0.01% of portfolio
|
Q4 2024
Added 71.56%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,964
shares
|
$970,980
0.16% of portfolio
|
Q2 2023
Added 3485.6%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
8,935
shares
|
$967,839
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,934
shares
|
$967,730
0.49% of portfolio
|
Q1 2023
Reduced 30.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,910
shares
|
$965,131
0.04% of portfolio
|
Q4 2024
Reduced 3.52%
|