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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,948
shares
|
$860,927
0.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
7,873
shares
|
$852,803
0.01% of portfolio
|
Q4 2024
Added 24.57%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
7,782
shares
|
$842,946
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,700
shares
|
$834,064
0.01% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
7,688
shares
|
$832,764
0.01% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,631
shares
|
$826,589
0.01% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
7,619
shares
|
$825,290
0.49% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,606
shares
|
$823,881
0.04% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,587
shares
|
$821,823
0.42% of portfolio
|
Q2 2022
Reduced 17.03%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
7,506
shares
|
$813,049
0.22% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
7,500
shares
|
$812,400
0.21% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
7,423
shares
|
$804,059
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
7,411
shares
|
$802,759
0.38% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,406
shares
|
$802,217
0.52% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
7,388
shares
|
$800,268
0.48% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,360
shares
|
$797,235
0.3% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
7,357
shares
|
$796,910
0.09% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
7,328
shares
|
$793,768
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
7,255
shares
|
$785,861
0.1% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
7,213
shares
|
$781,312
0.23% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
7,213
shares
|
$781,312
0.34% of portfolio
|
Q4 2024
Added 31.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
7,201
shares
|
$780,012
0.24% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,182
shares
|
$777,954
0.11% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,178
shares
|
$777,520
0.03% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
7,145
shares
|
$773,946
0.54% of portfolio
|
Q4 2024
Reduced 2.32%
|