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 1,231 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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
207
shares
|
$22,422
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$21,988
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
200
shares
|
$21,664
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
200
shares
|
$21,664
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$21,664
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
197
shares
|
$21,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
195
shares
|
$21,122
0.02% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
195
shares
|
$21,122
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
192
shares
|
$20,797
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
187
shares
|
$20,255
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
181
shares
|
$19,605
0.01% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
175
shares
|
$18,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
172
shares
|
$18,631
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
165
shares
|
$17,872
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
164
shares
|
$17,764
0.0% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
160
shares
|
$17,331
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
156
shares
|
$16,897
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
155
shares
|
$16,789
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
150
shares
|
$16,247
0.01% of portfolio
|
Q2 2019
Reduced 40.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
150
shares
|
$16,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
134
shares
|
$14,514
0.0% of portfolio
|
Q4 2023
Reduced 22.99%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
131
shares
|
$14,189
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
129
shares
|
$13,973
0.01% of portfolio
|
Q2 2024
Reduced 41.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
126
shares
|
$13,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
123
shares
|
$13,323
0.0% of portfolio
|
Q4 2024
Reduced 82.75%
|