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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,284
shares
|
$456,331
0.0% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
4,246
shares
|
$452,283
0.16% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
4,221
shares
|
$449,620
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
4,149
shares
|
$441,951
0.01% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,106
shares
|
$437,371
0.02% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,072
shares
|
$433,749
0.09% of portfolio
|
Q4 2024
Added 97.48%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,056
shares
|
$432,045
0.11% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
4,014
shares
|
$427,571
0.23% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
4,006
shares
|
$426,719
0.1% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
4,000
shares
|
$426,080
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,990
shares
|
$425,014
0.28% of portfolio
|
Q1 2024
Reduced 90.05%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
3,966
shares
|
$422,458
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,951
shares
|
$420,860
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,942
shares
|
$419,901
0.18% of portfolio
|
Q3 2023
Added 10.1%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,935
shares
|
$419,156
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$409,995
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,825
shares
|
$407,439
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,809
shares
|
$405,734
0.18% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
3,799
shares
|
$404,669
0.0% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
3,789
shares
|
$403,604
0.02% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
3,789
shares
|
$403,604
0.15% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
3,773
shares
|
$401,899
0.0% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,772
shares
|
$401,793
0.45% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$398,491
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,738
shares
|
$398,171
0.12% of portfolio
|
Q4 2024
Added 1.74%
|