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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,888
shares
|
$201,109
0.01% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,883
shares
|
$200,577
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,867
shares
|
$198,872
0.09% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,865
shares
|
$198,659
0.14% of portfolio
|
Q4 2024
Reduced 55.06%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,847
shares
|
$196,742
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,820
shares
|
$193,866
0.01% of portfolio
|
Q4 2024
Reduced 35.46%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,814
shares
|
$193,227
0.0% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,793
shares
|
$190,990
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,792
shares
|
$190,883
0.02% of portfolio
|
Q3 2024
Reduced 91.04%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,778
shares
|
$189,392
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,747
shares
|
$186,090
0.03% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,695
shares
|
$180,551
0.13% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,661
shares
|
$176,929
0.05% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,621
shares
|
$172,668
0.06% of portfolio
|
Q4 2024
Added 93.9%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,599
shares
|
$170,325
0.03% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,475
shares
|
$157,117
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,462
shares
|
$155,732
0.0% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,425
shares
|
$151,791
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
1,416
shares
|
$150,832
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,397
shares
|
$148,808
0.01% of portfolio
|
Q4 2024
Reduced 67.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,294
shares
|
$137,836
0.01% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,280
shares
|
$136,345
0.03% of portfolio
|
Q4 2023
Reduced 35.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,277
shares
|
$136,026
0.01% of portfolio
|
Q4 2023
Added 83.21%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,270
shares
|
$135,280
0.02% of portfolio
|
Q3 2024
Reduced 69.67%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,235
shares
|
$131,552
0.12% of portfolio
|
Q3 2022
New holding
|