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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,228
shares
|
$130,806
0.0% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,176
shares
|
$125,267
0.33% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,138
shares
|
$121,219
0.05% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,136
shares
|
$121,006
0.13% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,125
shares
|
$119,835
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,123
shares
|
$119,621
0.0% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,113
shares
|
$118,556
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,085
shares
|
$115,574
0.01% of portfolio
|
Q4 2024
Added 100.18%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,066
shares
|
$113,550
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,053
shares
|
$112,165
0.03% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$111,846
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,032
shares
|
$109,928
0.03% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,015
shares
|
$108,117
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$106,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
971
shares
|
$103,430
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
971
shares
|
$103,430
0.11% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
967
shares
|
$103,004
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
961
shares
|
$102,365
0.06% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
934
shares
|
$99,489
0.05% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
931
shares
|
$99,170
0.01% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
916
shares
|
$97,572
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
915
shares
|
$97,465
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
900
shares
|
$95,868
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
888
shares
|
$94,589
0.03% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
866
shares
|
$92,246
0.0% of portfolio
|
Q3 2020
Added 91.48%
|