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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,342
shares
|
$888,589
0.02% of portfolio
|
Q3 2024
Added 167.63%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,313
shares
|
$885,500
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,304
shares
|
$884,542
0.03% of portfolio
|
Q3 2024
Reduced 26.8%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$878,896
0.38% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
8,228
shares
|
$876,446
0.82% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,210
shares
|
$874,529
0.26% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
8,204
shares
|
$873,890
0.57% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
8,088
shares
|
$861,533
0.29% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,068
shares
|
$859,403
0.06% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,035
shares
|
$855,888
0.32% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,018
shares
|
$854,077
0.04% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
7,965
shares
|
$848,431
0.05% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,957
shares
|
$847,579
0.52% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,948
shares
|
$846,620
0.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
7,927
shares
|
$844,384
0.54% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
7,873
shares
|
$838,631
0.01% of portfolio
|
Q4 2024
Added 24.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,700
shares
|
$820,204
0.01% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,631
shares
|
$812,854
0.01% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,606
shares
|
$810,191
0.04% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,587
shares
|
$808,167
0.42% of portfolio
|
Q2 2022
Reduced 17.03%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
7,506
shares
|
$799,539
0.22% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
7,500
shares
|
$798,900
0.21% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,453
shares
|
$793,893
0.12% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
7,423
shares
|
$790,697
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
7,411
shares
|
$789,419
0.38% of portfolio
|
Q4 2024
Reduced 14.62%
|