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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
770
shares
|
$83,406
0.03% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$81,240
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
742
shares
|
$80,373
0.01% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
739
shares
|
$80,048
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
705
shares
|
$76,365
0.02% of portfolio
|
Q4 2024
Added 281.08%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
688
shares
|
$74,524
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
681
shares
|
$73,765
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
674
shares
|
$73,007
0.01% of portfolio
|
Q4 2024
Reduced 28.83%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
650
shares
|
$70,408
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
624
shares
|
$67,591
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
601
shares
|
$65,100
0.12% of portfolio
|
Q4 2024
Reduced 30.36%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
589
shares
|
$63,800
0.03% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
581
shares
|
$62,933
0.02% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
580
shares
|
$62,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
575
shares
|
$62,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
569
shares
|
$61,634
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
560
shares
|
$60,659
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
545
shares
|
$59,034
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$58,167
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
531
shares
|
$57,517
0.03% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
527
shares
|
$57,084
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
502
shares
|
$54,376
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
500
shares
|
$54,160
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
500
shares
|
$54,160
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
491
shares
|
$53,185
0.03% of portfolio
|
Q4 2024
Reduced 98.46%
|