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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
7,119
shares
|
$771,130
0.09% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,097
shares
|
$768,747
0.02% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
7,077
shares
|
$766,580
0.36% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
7,041
shares
|
$762,681
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,029
shares
|
$761,381
0.07% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
6,997
shares
|
$757,915
0.7% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
6,983
shares
|
$756,398
0.27% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
6,981
shares
|
$756,181
0.07% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,945
shares
|
$752,282
0.14% of portfolio
|
Q4 2022
Added 4.42%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
6,910
shares
|
$748,491
0.26% of portfolio
|
Q1 2024
Added 16.92%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
6,899
shares
|
$747,299
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
6,881
shares
|
$745,349
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,874
shares
|
$744,591
0.05% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,859
shares
|
$742,966
0.05% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,853
shares
|
$742,316
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,797
shares
|
$736,251
0.27% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
6,742
shares
|
$730,293
0.09% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,735
shares
|
$729,535
0.13% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
6,564
shares
|
$711,012
0.3% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
6,562
shares
|
$710,795
0.02% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,475
shares
|
$701,372
0.02% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$698,664
0.34% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
6,402
shares
|
$693,464
0.08% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,385
shares
|
$691,623
0.54% of portfolio
|
Q3 2021
Added 54.34%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
6,349
shares
|
$687,723
0.01% of portfolio
|
Q4 2024
Added 2.14%
|