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 1,192 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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
48,157
shares
|
$5.13 Million
1.35% of portfolio
|
Q4 2024
Added 40.51%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
48,061
shares
|
$5.12 Million
1.34% of portfolio
|
Q4 2024
Added 54.71%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
47,826
shares
|
$5.09 Million
2.0% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
47,247
shares
|
$5.03 Million
0.09% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
46,639
shares
|
$4.97 Million
0.4% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
46,619
shares
|
$4.97 Million
1.17% of portfolio
|
Q2 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
46,552
shares
|
$4.96 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
46,313
shares
|
$4.93 Million
2.65% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
46,243
shares
|
$4.93 Million
0.43% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
44,851
shares
|
$4.78 Million
0.4% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
44,237
shares
|
$4.71 Million
0.07% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
44,057
shares
|
$4.69 Million
0.29% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
43,016
shares
|
$4.58 Million
0.52% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
42,994
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
41,792
shares
|
$4.45 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,812
shares
|
$4.35 Million
0.18% of portfolio
|
Q2 2020
Added 6.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
40,385
shares
|
$4.3 Million
3.52% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
40,351
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
39,899
shares
|
$4.25 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
39,795
shares
|
$4.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.92%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
39,156
shares
|
$4.17 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
38,453
shares
|
$4.1 Million
2.29% of portfolio
|
Q4 2024
Reduced 31.2%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
38,283
shares
|
$4.08 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
38,281
shares
|
$4.08 Million
0.05% of portfolio
|
Q3 2024
Added 30.01%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
38,178
shares
|
$4.07 Million
0.79% of portfolio
|
Q4 2024
Added 8.28%
|