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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
688
shares
|
$74,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
681
shares
|
$73,541
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
674
shares
|
$72,785
0.01% of portfolio
|
Q4 2024
Reduced 28.83%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
650
shares
|
$70,193
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
624
shares
|
$67,385
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
601
shares
|
$64,901
0.12% of portfolio
|
Q4 2024
Reduced 30.36%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
589
shares
|
$63,606
0.03% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
581
shares
|
$62,742
0.02% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
580
shares
|
$62,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
575
shares
|
$62,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
569
shares
|
$61,446
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
560
shares
|
$60,474
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
545
shares
|
$58,854
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$57,990
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
531
shares
|
$57,342
0.03% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
527
shares
|
$56,910
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
502
shares
|
$54,210
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
500
shares
|
$53,995
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
500
shares
|
$53,995
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
491
shares
|
$53,023
0.03% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
486
shares
|
$52,483
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
483
shares
|
$52,159
0.0% of portfolio
|
Q4 2024
Added 219.87%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
481
shares
|
$51,943
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
463
shares
|
$49,999
0.02% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
427
shares
|
$46,111
0.04% of portfolio
|
Q2 2024
New holding
|