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 |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
5,305
shares
|
$565,088
0.31% of portfolio
|
Q4 2024
Added 19.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
5,300
shares
|
$564,556
0.02% of portfolio
|
Q1 2021
Reduced 5.69%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,298
shares
|
$564,342
0.02% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
5,268
shares
|
$561,147
0.3% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
5,245
shares
|
$558,697
0.36% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,231
shares
|
$557,206
0.0% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5,214
shares
|
$555,395
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
5,193
shares
|
$553,158
0.02% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,174
shares
|
$551,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
5,165
shares
|
$550,175
0.3% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,115
shares
|
$544,849
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
5,092
shares
|
$542,399
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
5,049
shares
|
$537,819
0.07% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
5,038
shares
|
$536,647
0.07% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
5,033
shares
|
$536,115
0.46% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$532,600
0.17% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,975
shares
|
$529,937
0.04% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,961
shares
|
$528,445
0.01% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,959
shares
|
$528,232
0.17% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
4,939
shares
|
$526,102
0.21% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,871
shares
|
$518,858
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
4,865
shares
|
$518,219
0.37% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,825
shares
|
$513,959
0.16% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,791
shares
|
$510,337
0.22% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
4,774
shares
|
$508,526
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|