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 1,217 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 $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
64,772
shares
|
$6.98 Million
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
64,756
shares
|
$6.98 Million
0.09% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
64,276
shares
|
$6.93 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
64,158
shares
|
$6.91 Million
1.92% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63,214
shares
|
$6.81 Million
0.8% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
62,619
shares
|
$6.75 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
62,414
shares
|
$6.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
62,086
shares
|
$6.69 Million
0.82% of portfolio
|
Q1 2025
Added 200.92%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
61,669
shares
|
$6.65 Million
2.41% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
61,288
shares
|
$6.61 Million
3.12% of portfolio
|
Q1 2025
Added 344.83%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.6 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
60,922
shares
|
$6.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
60,827
shares
|
$6.56 Million
1.84% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
60,283
shares
|
$6.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
60,270
shares
|
$6.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
60,237
shares
|
$6.49 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
60,188
shares
|
$6.49 Million
1.74% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Aozora Bank, Ltd.
|
May 13, 2025 Q1 2025 |
60,000
shares
|
$6.47 Million
6.82% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
59,553
shares
|
$6.42 Million
0.94% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
59,058
shares
|
$6.36 Million
1.39% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
58,859
shares
|
$6.34 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
|
$6.34 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
|
$6.26 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
58,062
shares
|
$6.26 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
58,016
shares
|
$6.25 Million
1.32% of portfolio
|
Q1 2025
Reduced 33.32%
|