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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,860
shares
|
$420,624
0.01% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$419,425
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,816
shares
|
$415,829
0.2% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,811
shares
|
$415,284
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,762
shares
|
$409,945
0.02% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
3,757
shares
|
$409,400
0.13% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,717
shares
|
$405,041
0.2% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,711
shares
|
$404,387
0.04% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,616
shares
|
$394,035
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,606
shares
|
$392,945
0.03% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,606
shares
|
$392,945
0.04% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,606
shares
|
$392,945
0.1% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,593
shares
|
$391,529
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,565
shares
|
$388,478
0.21% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,473
shares
|
$378,452
0.1% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
3,444
shares
|
$375,292
0.15% of portfolio
|
Q2 2025
Reduced 61.87%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
3,439
shares
|
$374,747
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,406
shares
|
$371,151
0.05% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,391
shares
|
$369,517
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,386
shares
|
$368,972
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
3,384
shares
|
$368,754
0.27% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,347
shares
|
$364,722
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,338
shares
|
$363,741
0.04% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,310
shares
|
$360,690
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
3,300
shares
|
$359,601
0.31% of portfolio
|
Q1 2025
New holding
|