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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
6,251
shares
|
$677,108
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,227
shares
|
$674,508
0.09% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
6,178
shares
|
$669,200
0.45% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
6,177
shares
|
$669,092
0.22% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
6,138
shares
|
$664,868
0.14% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
6,076
shares
|
$658,152
0.05% of portfolio
|
Q3 2022
Added 34.72%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
6,069
shares
|
$657,394
0.15% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
6,059
shares
|
$656,310
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,943
shares
|
$643,745
0.06% of portfolio
|
Q4 2022
Added 19.34%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
5,939
shares
|
$643,312
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
5,912
shares
|
$640,387
0.26% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
5,890
shares
|
$638,004
0.48% of portfolio
|
Q4 2024
Reduced 75.08%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,884
shares
|
$637,354
0.08% of portfolio
|
Q4 2024
Reduced 63.46%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
5,873
shares
|
$636,163
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
5,844
shares
|
$633,022
0.33% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,842
shares
|
$632,805
0.03% of portfolio
|
Q4 2024
Reduced 97.73%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
5,831
shares
|
$631,613
0.05% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,823
shares
|
$630,747
0.02% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$624,898
0.11% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
5,655
shares
|
$612,549
0.14% of portfolio
|
Q4 2024
Added 41.55%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,608
shares
|
$607,458
0.12% of portfolio
|
Q1 2024
Reduced 67.29%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
5,593
shares
|
$605,833
0.24% of portfolio
|
Q4 2024
Added 36.92%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
5,586
shares
|
$605,075
0.03% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
5,569
shares
|
$603,234
0.2% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
5,550
shares
|
$601,176
0.26% of portfolio
|
Q4 2024
Added 4.32%
|