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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
2,298
shares
|
$244,782
0.15% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,294
shares
|
$244,356
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,281
shares
|
$242,972
0.08% of portfolio
|
Q4 2024
Reduced 25.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
2,280
shares
|
$242,865
0.0% of portfolio
|
Q3 2024
Added 64.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,268
shares
|
$241,587
0.02% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
2,221
shares
|
$236,580
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
2,207
shares
|
$235,089
0.11% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
2,205
shares
|
$234,876
0.01% of portfolio
|
Q2 2023
Reduced 11.98%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,199
shares
|
$234,237
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,175
shares
|
$231,681
0.02% of portfolio
|
Q2 2024
Reduced 20.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,160
shares
|
$230,083
0.01% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,125
shares
|
$226,355
0.04% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
2,125
shares
|
$226,355
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,123
shares
|
$226,141
0.08% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,121
shares
|
$225,928
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,105
shares
|
$224,224
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$223,692
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
2,058
shares
|
$219,218
0.04% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,057
shares
|
$219,111
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,054
shares
|
$218,792
0.03% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,051
shares
|
$218,472
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,037
shares
|
$216,981
0.1% of portfolio
|
Q1 2024
Added 2.52%
|