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 1,212 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
64,276
shares
|
$7 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
64,064
shares
|
$6.98 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
63,665
shares
|
$6.94 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63,214
shares
|
$6.89 Million
0.8% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
62,619
shares
|
$6.82 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
62,086
shares
|
$6.77 Million
0.82% of portfolio
|
Q1 2025
Added 200.92%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
61,669
shares
|
$6.72 Million
2.41% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
61,614
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
61,325
shares
|
$6.68 Million
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
61,288
shares
|
$6.68 Million
3.12% of portfolio
|
Q1 2025
Added 344.83%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.67 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
60,827
shares
|
$6.63 Million
1.84% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
60,283
shares
|
$6.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
60,270
shares
|
$6.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
60,188
shares
|
$6.56 Million
1.74% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
60,045
shares
|
$6.54 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Aozora Bank, Ltd.
|
May 13, 2025 Q1 2025 |
60,000
shares
|
$6.54 Million
6.82% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
59,931
shares
|
$6.53 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
59,058
shares
|
$6.44 Million
1.39% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,890
shares
|
$6.42 Million
2.04% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
58,859
shares
|
$6.41 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
58,824
shares
|
$6.41 Million
6.29% of portfolio
|
Q4 2022
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
58,100
shares
|
$6.33 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
58,062
shares
|
$6.33 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
58,016
shares
|
$6.32 Million
1.32% of portfolio
|
Q1 2025
Reduced 33.32%
|