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 1,183 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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,294
shares
|
$140,308
0.01% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,280
shares
|
$138,790
0.03% of portfolio
|
Q4 2023
Reduced 35.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,277
shares
|
$138,465
0.01% of portfolio
|
Q4 2023
Added 83.21%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,270
shares
|
$137,706
0.02% of portfolio
|
Q3 2024
Reduced 69.67%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,235
shares
|
$133,911
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,176
shares
|
$127,513
0.33% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
1,173
shares
|
$127,188
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,136
shares
|
$123,176
0.13% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,125
shares
|
$121,983
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,123
shares
|
$121,766
0.0% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,112
shares
|
$120,574
0.03% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,072
shares
|
$116,236
0.0% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,068
shares
|
$115,803
0.03% of portfolio
|
Q3 2024
Added 32.67%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,050
shares
|
$113,851
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,015
shares
|
$110,056
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$108,430
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$108,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
972
shares
|
$105,393
0.01% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
971
shares
|
$105,285
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
967
shares
|
$104,851
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
950
shares
|
$103,008
0.01% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
947
shares
|
$102,683
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
921
shares
|
$99,864
0.06% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
913
shares
|
$98,996
0.04% of portfolio
|
Q3 2024
Reduced 28.34%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
898
shares
|
$97,370
0.09% of portfolio
|
Q3 2024
Reduced 2.29%
|