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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,942
shares
|
$426,997
0.18% of portfolio
|
Q3 2023
Added 10.1%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,935
shares
|
$426,239
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
3,898
shares
|
$422,231
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$416,923
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
3,837
shares
|
$415,623
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,825
shares
|
$414,324
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,809
shares
|
$412,590
0.18% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
3,799
shares
|
$411,507
0.0% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
3,789
shares
|
$410,424
0.15% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
3,773
shares
|
$408,691
0.0% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,772
shares
|
$408,583
0.45% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,738
shares
|
$404,900
0.12% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,736
shares
|
$404,683
0.01% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,735
shares
|
$404,575
0.19% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,722
shares
|
$403,167
0.32% of portfolio
|
Q4 2023
Reduced 22.08%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,708
shares
|
$401,650
0.03% of portfolio
|
Q4 2024
Reduced 36.04%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,692
shares
|
$399,917
0.21% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,672
shares
|
$397,751
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,667
shares
|
$397,209
0.04% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$396,667
0.06% of portfolio
|
Q4 2024
Added 109.62%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
3,660
shares
|
$396,451
0.02% of portfolio
|
Q4 2024
Added 266.0%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,630
shares
|
$393,201
0.01% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,626
shares
|
$392,768
0.07% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,606
shares
|
$390,601
0.04% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
3,585
shares
|
$388,327
0.01% of portfolio
|
Q4 2024
New holding
|