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 1,226 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$113,389
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,032
shares
|
$111,445
0.03% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,015
shares
|
$109,609
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
973
shares
|
$105,074
0.23% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
971
shares
|
$104,858
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
971
shares
|
$104,858
0.11% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
967
shares
|
$104,426
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
961
shares
|
$103,778
0.06% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
934
shares
|
$100,862
0.05% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
931
shares
|
$100,538
0.01% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
916
shares
|
$98,918
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
915
shares
|
$98,810
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
900
shares
|
$97,191
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
888
shares
|
$95,895
0.03% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
866
shares
|
$93,519
0.0% of portfolio
|
Q3 2020
Added 91.48%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
840
shares
|
$90,711
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
837
shares
|
$90,387
0.0% of portfolio
|
Q2 2024
Added 575.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
800
shares
|
$86,392
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Kepos Capital LP
New York, NY |
Feb 11, 2025 Q4 2024 |
800
shares
|
$86,392
0.07% of portfolio
|
Q4 2024
Reduced 85.96%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
778
shares
|
$84,016
0.04% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
770
shares
|
$83,152
0.03% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$80,992
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
742
shares
|
$80,128
0.01% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
739
shares
|
$79,804
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
705
shares
|
$76,132
0.02% of portfolio
|
Q4 2024
Added 281.08%
|