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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
17,624
shares
|
$1.88 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17,451
shares
|
$1.86 Million
0.39% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
17,444
shares
|
$1.86 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
17,375
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,107
shares
|
$1.82 Million
0.9% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
16,952
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
16,842
shares
|
$1.79 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
16,829
shares
|
$1.79 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
16,825
shares
|
$1.79 Million
1.35% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
16,800
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
16,767
shares
|
$1.79 Million
0.64% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
16,752
shares
|
$1.78 Million
0.61% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
16,726
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,694
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
16,681
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,655
shares
|
$1.77 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
16,639
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
16,520
shares
|
$1.76 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
16,425
shares
|
$1.75 Million
0.5% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
16,263
shares
|
$1.73 Million
0.35% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,958
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
15,909
shares
|
$1.69 Million
0.94% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
15,382
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
15,325
shares
|
$1.63 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
15,238
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
New holding
|