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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
9,571
shares
|
$1.02 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
9,457
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
9,431
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,361
shares
|
$997,133
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
9,328
shares
|
$993,618
0.12% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
9,184
shares
|
$978,279
0.19% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
9,173
shares
|
$977,107
0.19% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,094
shares
|
$968,692
0.36% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,043
shares
|
$963,260
0.01% of portfolio
|
Q4 2024
Added 71.56%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,964
shares
|
$954,845
0.16% of portfolio
|
Q2 2023
Added 3485.6%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
8,950
shares
|
$953,354
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
8,935
shares
|
$951,756
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,934
shares
|
$951,649
0.49% of portfolio
|
Q1 2023
Reduced 30.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,910
shares
|
$949,093
0.04% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,865
shares
|
$944,299
0.25% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,775
shares
|
$934,713
0.1% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
8,724
shares
|
$929,280
0.16% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,544
shares
|
$910,106
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,517
shares
|
$907,230
0.06% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
8,460
shares
|
$901,159
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
8,450
shares
|
$900,094
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,438
shares
|
$898,815
0.03% of portfolio
|
Q4 2024
Added 120.83%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
8,380
shares
|
$892,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,357
shares
|
$890,187
0.04% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,343
shares
|
$888,696
0.0% of portfolio
|
Q4 2024
Reduced 7.37%
|