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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
27,983
shares
|
$3.05 Million
1.29% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
27,821
shares
|
$3.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
27,764
shares
|
$3.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
27,759
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
27,724
shares
|
$3.02 Million
1.35% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
27,543
shares
|
$3 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
26,980
shares
|
$2.94 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
26,699
shares
|
$2.91 Million
2.52% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
26,635
shares
|
$2.9 Million
1.83% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
26,570
shares
|
$2.9 Million
0.88% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
26,522
shares
|
$2.89 Million
0.7% of portfolio
|
Q1 2025
Added 354.14%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
26,461
shares
|
$2.88 Million
0.09% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
26,205
shares
|
$2.86 Million
0.43% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
25,758
shares
|
$2.81 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
25,612
shares
|
$2.79 Million
3.5% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
25,475
shares
|
$2.78 Million
1.81% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,464
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
25,278
shares
|
$2.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
25,234
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
25,000
shares
|
$2.72 Million
0.47% of portfolio
|
Q2 2019
Reduced 5.3%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
24,998
shares
|
$2.72 Million
2.31% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
24,820
shares
|
$2.7 Million
1.17% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
24,784
shares
|
$2.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
24,694
shares
|
$2.69 Million
2.22% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
24,693
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 58.35%
|