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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,457
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2023
Reduced 31.26%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
13,030
shares
|
$1.39 Million
5.3% of portfolio
|
Q1 2023
Reduced 97.64%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
13,005
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
12,992
shares
|
$1.38 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
12,982
shares
|
$1.38 Million
0.48% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
12,941
shares
|
$1.38 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
12,835
shares
|
$1.37 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,768
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
12,692
shares
|
$1.35 Million
0.52% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
12,643
shares
|
$1.35 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,566
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
12,416
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
12,347
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
12,338
shares
|
$1.31 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,303
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,232
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 78.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
12,193
shares
|
$1.3 Million
0.16% of portfolio
|
Q4 2024
Added 356.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,105
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,088
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Reduced 31.08%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
12,066
shares
|
$1.29 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,029
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
12,022
shares
|
$1.28 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
12,008
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
12,000
shares
|
$1.28 Million
1.75% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,994
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 54.34%
|