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 |
|---|---|---|---|---|---|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$270,800
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,490
shares
|
$269,716
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
2,487
shares
|
$269,391
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
2,476
shares
|
$268,200
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,471
shares
|
$267,658
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,463
shares
|
$266,792
0.18% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,455
shares
|
$265,925
0.12% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,446
shares
|
$264,950
0.05% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,438
shares
|
$264,084
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,422
shares
|
$262,351
0.0% of portfolio
|
Q2 2022
Reduced 9.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,415
shares
|
$261,592
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
2,414
shares
|
$261,484
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,414
shares
|
$261,484
0.08% of portfolio
|
Q4 2024
Added 176.83%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,407
shares
|
$260,726
0.0% of portfolio
|
Q4 2024
Reduced 80.61%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,405
shares
|
$260,509
0.1% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,360
shares
|
$255,635
0.02% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
2,330
shares
|
$252,385
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,317
shares
|
$250,977
0.01% of portfolio
|
Q4 2024
Added 74.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,308
shares
|
$250,002
0.07% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
2,298
shares
|
$248,919
0.15% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,294
shares
|
$248,486
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,281
shares
|
$247,077
0.08% of portfolio
|
Q4 2024
Reduced 25.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
2,280
shares
|
$246,969
0.0% of portfolio
|
Q3 2024
Added 64.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,268
shares
|
$245,669
0.02% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
2,232
shares
|
$241,770
0.02% of portfolio
|
Q4 2024
New holding
|