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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
277
shares
|
$29,913
0.0% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
275
shares
|
$29,697
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
275
shares
|
$29,697
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
271
shares
|
$29,265
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$29,157
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
265
shares
|
$28,617
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
263
shares
|
$28,401
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
257
shares
|
$27,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
251
shares
|
$27,105
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
248
shares
|
$26,781
0.0% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
247
shares
|
$26,673
0.0% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
240
shares
|
$25,917
0.0% of portfolio
|
Q4 2022
Reduced 89.29%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
238
shares
|
$25,701
0.01% of portfolio
|
Q2 2024
Added 164.44%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
225
shares
|
$24,297
0.0% of portfolio
|
Q2 2024
Added 16.58%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
223
shares
|
$24,081
0.0% of portfolio
|
Q3 2023
Reduced 94.16%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
222
shares
|
$23,973
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
216
shares
|
$23,325
0.01% of portfolio
|
Q4 2024
Added 44.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
216
shares
|
$23,325
0.0% of portfolio
|
Q1 2016
Added 782.41%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
211
shares
|
$22,785
0.01% of portfolio
|
Q4 2024
Reduced 66.88%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
210
shares
|
$22,677
0.0% of portfolio
|
Q1 2021
Reduced 41.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
207
shares
|
$22,353
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$21,921
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
200
shares
|
$21,598
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
200
shares
|
$21,598
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$21,598
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|