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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
5,500
shares
|
$595,760
0.31% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5,465
shares
|
$591,968
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
5,451
shares
|
$590,452
0.07% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
5,450
shares
|
$590,344
0.07% of portfolio
|
Q2 2024
Added 9.66%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,430
shares
|
$588,177
0.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,371
shares
|
$581,786
0.11% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
5,363
shares
|
$580,920
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,319
shares
|
$576,154
0.04% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,308
shares
|
$574,962
0.12% of portfolio
|
Q4 2024
Reduced 47.18%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
5,305
shares
|
$574,637
0.31% of portfolio
|
Q4 2024
Added 19.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
5,300
shares
|
$574,096
0.02% of portfolio
|
Q1 2021
Reduced 5.69%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,298
shares
|
$573,879
0.02% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
5,268
shares
|
$570,629
0.3% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
5,245
shares
|
$568,138
0.36% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,231
shares
|
$566,621
0.0% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
5,224
shares
|
$565,863
0.07% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
5,193
shares
|
$562,505
0.02% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,174
shares
|
$560,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,172
shares
|
$560,231
0.0% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
5,165
shares
|
$559,472
0.3% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,115
shares
|
$554,056
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
5,092
shares
|
$551,565
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
5,049
shares
|
$546,907
0.07% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
5,038
shares
|
$545,716
0.07% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
5,033
shares
|
$545,174
0.46% of portfolio
|
Q4 2024
Reduced 12.82%
|