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 1,199 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
28,498
shares
|
$3.04 Million
1.15% of portfolio
|
Q1 2023
Added 19.51%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
28,310
shares
|
$3.02 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
28,147
shares
|
$3 Million
0.03% of portfolio
|
Q4 2024
Added 47.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,943
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
27,859
shares
|
$2.97 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,834
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
27,577
shares
|
$2.94 Million
0.22% of portfolio
|
Q3 2024
Reduced 37.1%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
27,395
shares
|
$2.92 Million
1.27% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,977
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
26,806
shares
|
$2.86 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
26,420
shares
|
$2.81 Million
0.33% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
26,232
shares
|
$2.79 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
26,231
shares
|
$2.79 Million
1.35% of portfolio
|
Q4 2024
Reduced 29.27%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
26,226
shares
|
$2.79 Million
2.72% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
26,150
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,076
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
26,029
shares
|
$2.77 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
26,013
shares
|
$2.77 Million
0.72% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
25,949
shares
|
$2.76 Million
1.21% of portfolio
|
Q4 2024
Reduced 54.21%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
25,365
shares
|
$2.7 Million
1.94% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
25,194
shares
|
$2.68 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
25,059
shares
|
$2.67 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
25,000
shares
|
$2.66 Million
0.47% of portfolio
|
Q2 2019
Reduced 5.3%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
24,835
shares
|
$2.65 Million
0.28% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
24,742
shares
|
$2.64 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.38%
|