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 |
|---|---|---|---|---|---|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$541,600
0.17% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,975
shares
|
$538,892
0.04% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
4,972
shares
|
$538,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
4,967
shares
|
$538,025
0.16% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
4,939
shares
|
$534,992
0.21% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
4,865
shares
|
$526,976
0.37% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,827
shares
|
$522,860
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,825
shares
|
$522,643
0.16% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,791
shares
|
$518,961
0.22% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
4,774
shares
|
$517,119
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,770
shares
|
$516,686
0.02% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
4,761
shares
|
$515,711
0.13% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
4,753
shares
|
$514,844
0.36% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$514,736
0.01% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
4,749
shares
|
$514,411
0.0% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
4,700
shares
|
$509,103
0.25% of portfolio
|
Q2 2022
Reduced 86.38%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,679
shares
|
$506,829
0.05% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
4,670
shares
|
$505,854
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,650
shares
|
$503,687
0.04% of portfolio
|
Q4 2024
Reduced 99.03%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
4,630
shares
|
$501,521
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
4,629
shares
|
$501,413
0.23% of portfolio
|
Q4 2024
Reduced 86.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,596
shares
|
$497,838
0.05% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,582
shares
|
$496,322
0.13% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,567
shares
|
$494,697
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,565
shares
|
$494,480
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|