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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
2,221
shares
|
$240,578
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
2,207
shares
|
$239,062
0.11% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
2,205
shares
|
$238,845
0.01% of portfolio
|
Q2 2023
Reduced 11.98%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,199
shares
|
$238,195
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,175
shares
|
$235,595
0.02% of portfolio
|
Q2 2024
Reduced 20.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,160
shares
|
$233,971
0.01% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
2,126
shares
|
$230,288
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,125
shares
|
$230,180
0.04% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
2,125
shares
|
$230,180
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
2,125
shares
|
$230,180
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,123
shares
|
$229,963
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
2,123
shares
|
$229,963
0.07% of portfolio
|
Q4 2024
Reduced 97.58%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,105
shares
|
$228,013
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,100
shares
|
$227,472
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
2,058
shares
|
$222,922
0.04% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,057
shares
|
$222,814
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,054
shares
|
$222,489
0.03% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,054
shares
|
$222,489
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,051
shares
|
$222,164
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,037
shares
|
$220,647
0.1% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
2,036
shares
|
$220,539
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,034
shares
|
$220,322
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,030
shares
|
$219,889
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
2,005
shares
|
$217,181
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$216,640
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|