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 1,189 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 $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
382
shares
|
$41,256
0.01% of portfolio
|
Q4 2023
Reduced 18.38%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,040
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
378
shares
|
$40,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$39,852
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
368
shares
|
$39,744
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
367
shares
|
$39,636
0.0% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
367
shares
|
$39,636
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
366
shares
|
$39,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
354
shares
|
$38,232
0.01% of portfolio
|
Q3 2022
Reduced 50.21%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
353
shares
|
$38,124
0.01% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
336
shares
|
$36,288
0.0% of portfolio
|
Q4 2022
Reduced 55.44%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$35,856
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
325
shares
|
$35,100
0.0% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
304
shares
|
$32,832
0.02% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
298
shares
|
$32,184
0.03% of portfolio
|
Q3 2024
Reduced 88.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$31,536
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
289
shares
|
$31,212
0.02% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$30,564
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
278
shares
|
$30,024
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
277
shares
|
$29,916
0.0% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
275
shares
|
$29,700
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$29,160
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
265
shares
|
$28,620
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
263
shares
|
$28,404
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
257
shares
|
$27,756
0.0% of portfolio
|
Q3 2024
New holding
|