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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
45,395
shares
|
$4.89 Million
0.05% of portfolio
|
Q1 2025
Added 62.46%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
43,610
shares
|
$4.7 Million
2.12% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
43,548
shares
|
$4.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 82.11%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
43,267
shares
|
$4.66 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
42,967
shares
|
$4.63 Million
0.14% of portfolio
|
Q1 2025
Added 8795.86%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
42,123
shares
|
$4.54 Million
0.6% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
41,739
shares
|
$4.5 Million
4.86% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
41,215
shares
|
$4.44 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,812
shares
|
$4.4 Million
0.18% of portfolio
|
Q2 2020
Added 6.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
40,385
shares
|
$4.35 Million
3.52% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
39,654
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2025
Added 39.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
39,551
shares
|
$4.26 Million
0.04% of portfolio
|
Q1 2025
Added 1418.27%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
39,443
shares
|
$4.25 Million
0.28% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
39,205
shares
|
$4.23 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
39,180
shares
|
$4.22 Million
1.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
39,142
shares
|
$4.22 Million
0.65% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
38,961
shares
|
$4.2 Million
0.55% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
38,820
shares
|
$4.18 Million
0.79% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
38,673
shares
|
$4.17 Million
0.05% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
38,289
shares
|
$4.13 Million
2.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
38,102
shares
|
$4.11 Million
0.15% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
37,850
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
37,759
shares
|
$4.07 Million
3.92% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
37,722
shares
|
$4.07 Million
0.36% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
37,716
shares
|
$4.06 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.48%
|