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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,211
shares
|
$347,815
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,198
shares
|
$346,407
0.12% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,151
shares
|
$341,316
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
3,127
shares
|
$338,716
0.03% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,120
shares
|
$337,958
0.17% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,103
shares
|
$336,116
0.01% of portfolio
|
Q4 2024
Reduced 25.77%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,085
shares
|
$334,167
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
3,066
shares
|
$332,109
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,051
shares
|
$330,484
0.14% of portfolio
|
Q1 2023
Added 1.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,044
shares
|
$329,726
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
3,010
shares
|
$326,043
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
2,996
shares
|
$324,526
0.24% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,939
shares
|
$318,352
0.11% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
2,936
shares
|
$318,027
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
2,936
shares
|
$318,027
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
2,915
shares
|
$315,752
0.15% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,910
shares
|
$315,211
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
2,907
shares
|
$314,886
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$312,178
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
2,879
shares
|
$311,853
0.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,868
shares
|
$310,661
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,843
shares
|
$307,953
0.06% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,839
shares
|
$307,520
0.08% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$307,303
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,819
shares
|
$305,354
0.04% of portfolio
|
Q4 2024
Reduced 10.22%
|