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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,849
shares
|
$200,283
0.03% of portfolio
|
Q4 2024
Added 45.59%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,832
shares
|
$198,442
0.03% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,820
shares
|
$197,142
0.01% of portfolio
|
Q4 2024
Reduced 35.46%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,814
shares
|
$196,492
0.0% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,797
shares
|
$194,651
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,778
shares
|
$192,592
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,695
shares
|
$183,602
0.13% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,661
shares
|
$179,919
0.05% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,621
shares
|
$175,586
0.06% of portfolio
|
Q4 2024
Added 93.9%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,599
shares
|
$173,203
0.03% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,512
shares
|
$163,779
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,475
shares
|
$159,772
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,462
shares
|
$158,363
0.0% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,425
shares
|
$154,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
1,416
shares
|
$153,381
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,397
shares
|
$151,323
0.01% of portfolio
|
Q4 2024
Reduced 67.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,294
shares
|
$140,166
0.01% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,280
shares
|
$138,649
0.03% of portfolio
|
Q4 2023
Reduced 35.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,277
shares
|
$138,324
0.01% of portfolio
|
Q4 2023
Added 83.21%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,235
shares
|
$133,775
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,228
shares
|
$133,016
0.0% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,138
shares
|
$123,268
0.05% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,136
shares
|
$123,051
0.13% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,125
shares
|
$121,859
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,123
shares
|
$121,643
0.0% of portfolio
|
Q2 2024
Reduced 35.79%
|