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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,760
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
10,752
shares
|
$1.15 Million
0.71% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
10,710
shares
|
$1.14 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
10,706
shares
|
$1.14 Million
0.64% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,702
shares
|
$1.14 Million
0.44% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,678
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
10,597
shares
|
$1.13 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,592
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,494
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,416
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
10,227
shares
|
$1.09 Million
0.27% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,038
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 143.35%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,029
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,015
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,006
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2024
Added 211.81%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
9,977
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,952
shares
|
$1.06 Million
0.5% of portfolio
|
Q4 2023
Reduced 6.12%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
9,947
shares
|
$1.06 Million
0.96% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
9,927
shares
|
$1.06 Million
0.6% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
9,913
shares
|
$1.06 Million
0.71% of portfolio
|
Q4 2024
Added 50.91%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
9,689
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.77%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,660
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
9,644
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
9,604
shares
|
$1.02 Million
0.29% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,585
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
New holding
|