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 $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,819
shares
|
$307,468
0.04% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$305,396
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,798
shares
|
$305,177
0.05% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,746
shares
|
$299,506
0.05% of portfolio
|
Q4 2024
Reduced 63.38%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
2,730
shares
|
$297,761
0.13% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,697
shares
|
$294,161
0.2% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,679
shares
|
$292,198
0.01% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,674
shares
|
$291,653
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$291,325
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,665
shares
|
$290,671
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
2,657
shares
|
$289,798
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
2,615
shares
|
$285,218
0.01% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,606
shares
|
$284,236
0.1% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,605
shares
|
$284,127
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,593
shares
|
$282,818
0.02% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,590
shares
|
$282,491
0.01% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,589
shares
|
$282,382
0.12% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
2,575
shares
|
$280,855
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,572
shares
|
$280,528
0.08% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
2,563
shares
|
$279,546
0.08% of portfolio
|
Q4 2024
Reduced 39.16%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
2,558
shares
|
$279,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,539
shares
|
$276,928
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
2,532
shares
|
$276,165
0.02% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,525
shares
|
$275,401
0.03% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,516
shares
|
$274,420
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|