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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,539
shares
|
$270,454
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
2,534
shares
|
$269,921
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
2,532
shares
|
$269,708
0.02% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,525
shares
|
$268,963
0.03% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,516
shares
|
$268,004
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
2,513
shares
|
$267,684
0.05% of portfolio
|
Q4 2023
Reduced 21.74%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$266,300
0.11% of portfolio
|
Q3 2017
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
2,487
shares
|
$264,915
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
2,476
shares
|
$263,743
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,471
shares
|
$263,210
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,463
shares
|
$262,358
0.18% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,456
shares
|
$261,613
0.01% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,455
shares
|
$261,506
0.12% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,446
shares
|
$260,547
0.05% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,437
shares
|
$259,589
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,422
shares
|
$257,991
0.0% of portfolio
|
Q2 2022
Reduced 9.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,415
shares
|
$257,245
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
2,414
shares
|
$257,139
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,414
shares
|
$257,139
0.08% of portfolio
|
Q4 2024
Added 176.83%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,407
shares
|
$256,393
0.0% of portfolio
|
Q4 2024
Reduced 80.61%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,405
shares
|
$256,180
0.1% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,360
shares
|
$251,387
0.02% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
2,330
shares
|
$248,191
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,317
shares
|
$246,806
0.01% of portfolio
|
Q4 2024
Added 74.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,308
shares
|
$245,848
0.07% of portfolio
|
Q3 2024
Reduced 50.02%
|