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 |
|---|---|---|---|---|---|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
20,735
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 95.79%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,632
shares
|
$2.2 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
20,481
shares
|
$2.18 Million
1.93% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
20,218
shares
|
$2.15 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
20,018
shares
|
$2.13 Million
0.55% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
19,744
shares
|
$2.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,595
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,524
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
19,457
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
Added 1621.86%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
19,453
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Added 39.88%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
19,345
shares
|
$2.06 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
19,323
shares
|
$2.06 Million
0.17% of portfolio
|
Q3 2022
Added 6.66%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
19,125
shares
|
$2.04 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
19,063
shares
|
$2.03 Million
0.61% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
18,744
shares
|
$2 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
18,743
shares
|
$2 Million
0.11% of portfolio
|
Q4 2024
Reduced 54.54%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
18,456
shares
|
$1.97 Million
2.49% of portfolio
|
Q2 2022
Reduced 5.9%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
18,378
shares
|
$1.96 Million
0.98% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,136
shares
|
$1.93 Million
0.16% of portfolio
|
Q4 2023
Added 39.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
18,103
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,908
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
17,799
shares
|
$1.9 Million
0.53% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,766
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2022
Added 6.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
17,749
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
17,722
shares
|
$1.89 Million
0.22% of portfolio
|
Q3 2024
Added 25.8%
|