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 1,224 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
8,724
shares
|
$942,104
0.16% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,554
shares
|
$923,746
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,544
shares
|
$922,666
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,517
shares
|
$919,750
0.06% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
8,460
shares
|
$913,595
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
8,450
shares
|
$912,515
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
8,445
shares
|
$911,975
0.01% of portfolio
|
Q4 2024
Reduced 61.81%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,438
shares
|
$911,219
0.03% of portfolio
|
Q4 2024
Added 120.83%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
8,380
shares
|
$904,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,357
shares
|
$902,472
0.04% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,343
shares
|
$900,960
0.0% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,313
shares
|
$897,720
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,304
shares
|
$896,748
0.03% of portfolio
|
Q3 2024
Reduced 26.8%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
8,228
shares
|
$888,541
0.82% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,210
shares
|
$886,597
0.26% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
8,204
shares
|
$885,949
0.57% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,128
shares
|
$877,742
0.0% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
8,088
shares
|
$873,423
0.29% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,068
shares
|
$871,263
0.06% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,035
shares
|
$867,699
0.32% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,018
shares
|
$865,863
0.04% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
7,965
shares
|
$860,140
0.05% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,957
shares
|
$859,276
0.52% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,948
shares
|
$858,304
0.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
7,873
shares
|
$850,205
0.01% of portfolio
|
Q4 2024
Added 24.57%
|