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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,034
shares
|
$216,661
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,030
shares
|
$216,235
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
2,005
shares
|
$213,572
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$213,040
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,992
shares
|
$212,187
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
1,988
shares
|
$211,761
0.04% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
1,986
shares
|
$211,548
0.15% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,979
shares
|
$210,803
0.03% of portfolio
|
Q4 2024
Reduced 90.8%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,964
shares
|
$209,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,955
shares
|
$208,246
0.0% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,953
shares
|
$208,033
0.0% of portfolio
|
Q3 2024
Reduced 50.42%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,952
shares
|
$207,927
0.05% of portfolio
|
Q4 2023
Reduced 23.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,946
shares
|
$207,287
0.03% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
1,944
shares
|
$207,074
0.09% of portfolio
|
Q4 2024
Reduced 37.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,941
shares
|
$206,755
0.01% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,938
shares
|
$206,435
0.01% of portfolio
|
Q4 2024
Reduced 31.28%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
1,927
shares
|
$205,264
0.03% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,914
shares
|
$203,879
0.11% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
1,912
shares
|
$203,666
0.09% of portfolio
|
Q4 2024
Reduced 99.07%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
1,910
shares
|
$203,453
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
1,908
shares
|
$203,240
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
1,907
shares
|
$203,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,900
shares
|
$202,388
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$202,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,900
shares
|
$202,388
0.11% of portfolio
|
Q4 2024
New holding
|