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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
425
shares
|
$45,895
0.02% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
421
shares
|
$45,463
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
420
shares
|
$45,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
397
shares
|
$42,872
0.0% of portfolio
|
Q3 2024
Added 297.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
394
shares
|
$42,548
0.0% of portfolio
|
Q3 2024
Added 398.73%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,036
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
378
shares
|
$40,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$39,848
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
368
shares
|
$39,740
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
367
shares
|
$39,632
0.0% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
367
shares
|
$39,632
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
366
shares
|
$39,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
361
shares
|
$38,984
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
354
shares
|
$38,228
0.01% of portfolio
|
Q3 2022
Reduced 50.21%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
348
shares
|
$37,580
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
336
shares
|
$36,284
0.0% of portfolio
|
Q4 2022
Reduced 55.44%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$35,852
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
326
shares
|
$35,204
0.0% of portfolio
|
Q4 2024
Added 2407.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
325
shares
|
$35,096
0.0% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
304
shares
|
$32,828
0.02% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$32,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$31,533
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
289
shares
|
$31,209
0.02% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$30,561
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
278
shares
|
$30,021
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|