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 |
|---|---|---|---|---|---|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
11,961
shares
|
$1.27 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
11,838
shares
|
$1.26 Million
0.15% of portfolio
|
Q3 2024
Added 67.39%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
11,804
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 32.85%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
11,743
shares
|
$1.25 Million
0.64% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
11,673
shares
|
$1.24 Million
0.41% of portfolio
|
Q4 2024
Reduced 22.9%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
11,666
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,645
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Added 78.09%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,639
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
11,578
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,479
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
11,459
shares
|
$1.22 Million
0.34% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
11,443
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
11,427
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.21 Million
0.72% of portfolio
|
Q2 2024
Added 60.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
11,361
shares
|
$1.21 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,333
shares
|
$1.21 Million
0.3% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
11,267
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
11,166
shares
|
$1.19 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
11,099
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
11,043
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
11,042
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2024
Added 486.72%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,910
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
10,864
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
10,764
shares
|
$1.15 Million
0.99% of portfolio
|
Q2 2024
Added 9.74%
|