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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
69
shares
|
$7,474
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
69
shares
|
$7,474
0.02% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
69
shares
|
$7,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
68
shares
|
$7,365
0.0% of portfolio
|
Q2 2024
Reduced 50.36%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66
shares
|
$7,149
0.01% of portfolio
|
Q1 2024
Reduced 94.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
66
shares
|
$7,149
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
65
shares
|
$7,040
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
60
shares
|
$6,499
0.0% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$5,957
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
55
shares
|
$5,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
54
shares
|
$5,849
0.0% of portfolio
|
Q4 2024
Reduced 79.55%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
53
shares
|
$5,740
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$5,632
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
52
shares
|
$5,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
51
shares
|
$5,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$5,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
47
shares
|
$5,091
0.0% of portfolio
|
Q4 2023
Reduced 98.07%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
47
shares
|
$5,091
0.0% of portfolio
|
Q4 2024
Added 1075.0%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$4,982
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
45
shares
|
$4,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,441
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
39
shares
|
$4,224
0.0% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
37
shares
|
$4,007
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$3,791
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$3,791
0.0% of portfolio
|
Q4 2024
Added 2.94%
|