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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,138
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,085
shares
|
$1.61 Million
0.81% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,949
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Added 2637.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
14,874
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
14,744
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
14,737
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
14,530
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
14,525
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
14,515
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
14,502
shares
|
$1.54 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,442
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
14,397
shares
|
$1.53 Million
1.0% of portfolio
|
Q4 2024
Reduced 49.01%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
14,383
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
14,191
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
14,146
shares
|
$1.51 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,893
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
13,855
shares
|
$1.48 Million
0.3% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,803
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
13,778
shares
|
$1.47 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
13,594
shares
|
$1.45 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,566
shares
|
$1.45 Million
0.88% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13,563
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
13,539
shares
|
$1.44 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
13,520
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
13,504
shares
|
$1.44 Million
0.36% of portfolio
|
Q3 2024
Reduced 12.21%
|