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 1,185 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
15,483
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 50.64%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,336
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Added 167.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,295
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
15,141
shares
|
$1.64 Million
0.55% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,138
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,085
shares
|
$1.64 Million
0.81% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
15,025
shares
|
$1.63 Million
0.91% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
14,874
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
14,744
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,671
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
14,419
shares
|
$1.56 Million
0.49% of portfolio
|
Q3 2024
Added 138.02%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
14,409
shares
|
$1.56 Million
0.5% of portfolio
|
Q3 2024
Added 365.11%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
14,376
shares
|
$1.56 Million
0.95% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
14,258
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
14,124
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,124
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 46.48%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
14,104
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 33.65%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
13,907
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2024
Added 82.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,893
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
13,849
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,803
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
13,796
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,566
shares
|
$1.47 Million
0.88% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
13,559
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2024
Added 544.44%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
13,504
shares
|
$1.46 Million
0.36% of portfolio
|
Q3 2024
Reduced 12.21%
|