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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
122
shares
|
$13,215
0.0% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
122
shares
|
$13,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
119
shares
|
$12,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$12,890
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
118
shares
|
$12,781
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
118
shares
|
$12,781
0.0% of portfolio
|
Q3 2023
Reduced 17.48%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
118
shares
|
$12,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
117
shares
|
$12,673
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
116
shares
|
$12,565
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
111
shares
|
$12,023
0.01% of portfolio
|
Q4 2023
Added 236.36%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
110
shares
|
$11,915
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
110
shares
|
$11,915
0.0% of portfolio
|
Q2 2024
Reduced 51.11%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
104
shares
|
$11,265
0.0% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
103
shares
|
$11,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$10,832
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$10,832
0.0% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
91
shares
|
$9,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
85
shares
|
$9,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
85
shares
|
$9,207
0.0% of portfolio
|
Q2 2023
Reduced 70.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
84
shares
|
$9,098
0.01% of portfolio
|
Q2 2022
Added 950.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
84
shares
|
$9,098
0.01% of portfolio
|
Q4 2024
Reduced 54.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
80
shares
|
$8,665
0.01% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
80
shares
|
$8,665
0.01% of portfolio
|
Q2 2022
Added 166.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
76
shares
|
$8,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
75
shares
|
$8,123
0.0% of portfolio
|
Q4 2024
Added 66.67%
|