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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
6,881
shares
|
$732,964
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,874
shares
|
$732,218
0.05% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,859
shares
|
$730,620
0.05% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,853
shares
|
$729,981
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,845
shares
|
$729,129
0.0% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,797
shares
|
$724,016
0.27% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,737
shares
|
$717,625
0.15% of portfolio
|
Q3 2024
Added 34.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,735
shares
|
$717,412
0.13% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,637
shares
|
$706,973
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
6,564
shares
|
$699,197
0.3% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
6,562
shares
|
$698,984
0.02% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,475
shares
|
$689,717
0.02% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$687,054
0.34% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,385
shares
|
$680,130
0.54% of portfolio
|
Q3 2021
Added 54.34%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,227
shares
|
$663,300
0.09% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,216
shares
|
$662,128
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
6,178
shares
|
$658,080
0.45% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
6,177
shares
|
$657,974
0.22% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
6,134
shares
|
$653,393
0.09% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
6,076
shares
|
$647,215
0.05% of portfolio
|
Q3 2022
Added 34.72%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
6,069
shares
|
$646,469
0.15% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
6,059
shares
|
$645,404
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,040
shares
|
$643,380
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
6,017
shares
|
$640,930
0.32% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,974
shares
|
$636,350
0.06% of portfolio
|
Q3 2024
Reduced 5.34%
|