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 1,228 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
66,010
shares
|
$7.16 Million
1.14% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
65,947
shares
|
$7.15 Million
1.51% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
65,790
shares
|
$7.14 Million
0.26% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
65,429
shares
|
$7.1 Million
0.98% of portfolio
|
Q1 2025
Reduced 75.16%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
65,042
shares
|
$7.06 Million
0.72% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
64,567
shares
|
$7 Million
0.16% of portfolio
|
Q4 2024
Added 1502.95%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
64,158
shares
|
$6.96 Million
1.92% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
64,078
shares
|
$6.95 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
63,407
shares
|
$6.88 Million
0.24% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63,214
shares
|
$6.86 Million
0.8% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
63,060
shares
|
$6.84 Million
1.32% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
62,414
shares
|
$6.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
62,177
shares
|
$6.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
61,697
shares
|
$6.69 Million
0.33% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
61,680
shares
|
$6.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 62.97%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
61,641
shares
|
$6.69 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
61,546
shares
|
$6.68 Million
0.02% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.64 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
60,816
shares
|
$6.6 Million
0.13% of portfolio
|
Q4 2024
Added 3239.7%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
60,688
shares
|
$6.58 Million
2.45% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
60,077
shares
|
$6.52 Million
2.22% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Aozora Bank, Ltd.
|
Feb 03, 2025 Q4 2024 |
60,000
shares
|
$6.51 Million
6.83% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
59,848
shares
|
$6.49 Million
0.57% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
59,669
shares
|
$6.47 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
59,502
shares
|
$6.45 Million
0.55% of portfolio
|
Q4 2024
Reduced 87.04%
|