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 |
|---|---|---|---|---|---|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
37,500
shares
|
$4.07 Million
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
37,294
shares
|
$4.05 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
36,883
shares
|
$4 Million
0.48% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
36,536
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Added 337.98%
|
|
|
Partners Value Investments LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
36,515
shares
|
$3.96 Million
2.98% of portfolio
|
Q3 2020
New holding
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
35,857
shares
|
$3.89 Million
1.81% of portfolio
|
Q1 2025
Reduced 65.64%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
35,171
shares
|
$3.82 Million
1.43% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
35,029
shares
|
$3.8 Million
0.1% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
34,943
shares
|
$3.79 Million
2.37% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
34,876
shares
|
$3.78 Million
3.42% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
34,855
shares
|
$3.78 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
34,655
shares
|
$3.76 Million
0.18% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
34,458
shares
|
$3.74 Million
2.65% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
34,308
shares
|
$3.72 Million
0.57% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,852
shares
|
$3.67 Million
0.31% of portfolio
|
Q1 2025
Added 96620.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
33,834
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
33,388
shares
|
$3.62 Million
2.32% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
33,367
shares
|
$3.62 Million
0.78% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
33,218
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
33,060
shares
|
$3.59 Million
0.07% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
33,017
shares
|
$3.58 Million
1.84% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,984
shares
|
$3.58 Million
0.8% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
32,956
shares
|
$3.58 Million
0.22% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
32,571
shares
|
$3.53 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,379
shares
|
$3.51 Million
0.02% of portfolio
|
Q4 2024
New holding
|