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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
2,907
shares
|
$309,653
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$306,990
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
2,879
shares
|
$306,671
0.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,868
shares
|
$305,499
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,843
shares
|
$302,836
0.06% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,839
shares
|
$302,410
0.08% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$302,197
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$300,919
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,819
shares
|
$300,279
0.04% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$298,256
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,798
shares
|
$298,042
0.05% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,746
shares
|
$292,503
0.05% of portfolio
|
Q4 2024
Reduced 63.38%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,697
shares
|
$287,284
0.2% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,679
shares
|
$285,367
0.01% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,674
shares
|
$284,834
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$284,514
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,665
shares
|
$283,875
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
2,657
shares
|
$283,023
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,606
shares
|
$277,591
0.1% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,605
shares
|
$277,484
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,593
shares
|
$276,206
0.02% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,590
shares
|
$275,886
0.01% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,589
shares
|
$275,780
0.12% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
2,575
shares
|
$274,289
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,572
shares
|
$273,969
0.08% of portfolio
|
Q4 2024
Reduced 1.61%
|