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 1,210 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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
31,798
shares
|
$3.47 Million
0.39% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,675
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31,564
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
31,075
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
30,980
shares
|
$3.38 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
30,532
shares
|
$3.33 Million
2.85% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,279
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
30,161
shares
|
$3.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
30,027
shares
|
$3.27 Million
0.14% of portfolio
|
Q1 2025
Added 69.18%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
30,024
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,601
shares
|
$3.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.34%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
29,388
shares
|
$3.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
29,364
shares
|
$3.2 Million
0.45% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
29,330
shares
|
$3.2 Million
2.68% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
29,313
shares
|
$3.19 Million
0.26% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
29,257
shares
|
$3.19 Million
0.37% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
29,246
shares
|
$3.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
28,790
shares
|
$3.14 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
28,762
shares
|
$3.13 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
28,498
shares
|
$3.11 Million
1.15% of portfolio
|
Q1 2023
Added 19.51%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
28,429
shares
|
$3.1 Million
1.6% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
28,334
shares
|
$3.09 Million
0.29% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
28,310
shares
|
$3.08 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
28,175
shares
|
$3.07 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,165
shares
|
$3.07 Million
0.03% of portfolio
|
Q1 2025
Added 0.06%
|