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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
4,753
shares
|
$506,289
0.36% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
4,749
shares
|
$505,863
0.0% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
4,706
shares
|
$501,283
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
4,700
shares
|
$500,644
0.25% of portfolio
|
Q2 2022
Reduced 86.38%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,679
shares
|
$498,407
0.05% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
4,660
shares
|
$496,383
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,650
shares
|
$495,318
0.04% of portfolio
|
Q4 2024
Reduced 99.03%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
4,630
shares
|
$493,187
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,600
shares
|
$489,992
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,596
shares
|
$489,565
0.05% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,582
shares
|
$488,074
0.13% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,567
shares
|
$486,476
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,565
shares
|
$486,263
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
4,554
shares
|
$485,092
0.08% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
4,531
shares
|
$482,642
0.35% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,495
shares
|
$478,807
0.03% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,462
shares
|
$475,292
0.07% of portfolio
|
Q4 2024
Reduced 31.48%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,450
shares
|
$474,014
0.19% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,411
shares
|
$469,859
0.0% of portfolio
|
Q4 2024
Added 68.94%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,393
shares
|
$467,942
0.01% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
4,365
shares
|
$464,959
0.29% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
4,357
shares
|
$464,107
0.18% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,308
shares
|
$458,888
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,294
shares
|
$457,396
0.09% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,284
shares
|
$456,331
0.0% of portfolio
|
Q4 2024
Reduced 8.87%
|