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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
3,556
shares
|
$385,185
0.05% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,546
shares
|
$384,102
0.01% of portfolio
|
Q4 2024
Added 38.52%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,527
shares
|
$382,044
0.1% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
3,499
shares
|
$379,011
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
3,495
shares
|
$378,578
0.26% of portfolio
|
Q4 2024
Reduced 58.31%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,490
shares
|
$378,036
0.2% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,448
shares
|
$373,487
0.03% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,415
shares
|
$369,912
0.22% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,407
shares
|
$369,046
0.0% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,386
shares
|
$366,771
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
3,385
shares
|
$366,663
0.04% of portfolio
|
Q4 2024
Reduced 73.06%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,378
shares
|
$365,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
3,377
shares
|
$365,796
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
3,325
shares
|
$360,164
0.07% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,313
shares
|
$358,864
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,279
shares
|
$355,181
0.26% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,279
shares
|
$355,181
0.01% of portfolio
|
Q4 2024
Reduced 81.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,272
shares
|
$354,423
0.02% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
3,272
shares
|
$354,423
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
3,266
shares
|
$353,773
0.02% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,257
shares
|
$352,798
0.04% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,229
shares
|
$349,765
0.05% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
3,229
shares
|
$349,765
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
3,225
shares
|
$349,332
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,221
shares
|
$348,898
0.29% of portfolio
|
Q4 2024
Added 13.78%
|