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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,293
shares
|
$358,838
0.03% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,272
shares
|
$356,549
0.02% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
3,272
shares
|
$356,549
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,262
shares
|
$355,460
0.27% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,256
shares
|
$354,806
0.07% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,223
shares
|
$351,210
0.0% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
3,221
shares
|
$350,992
0.29% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,213
shares
|
$350,120
0.14% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,211
shares
|
$349,902
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,198
shares
|
$348,486
0.02% of portfolio
|
Q2 2025
Added 253.37%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
3,188
shares
|
$347,396
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,177
shares
|
$346,197
0.09% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,157
shares
|
$344,018
0.07% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,151
shares
|
$343,364
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,122
shares
|
$340,204
0.0% of portfolio
|
Q1 2025
Added 58.96%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,108
shares
|
$338,678
0.24% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
3,079
shares
|
$335,518
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
3,063
shares
|
$333,775
0.04% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,051
shares
|
$332,467
0.14% of portfolio
|
Q1 2023
Added 1.77%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
3,036
shares
|
$330,832
0.12% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$326,910
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,993
shares
|
$326,147
0.02% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,945
shares
|
$320,916
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
2,943
shares
|
$320,698
0.15% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,942
shares
|
$320,589
0.04% of portfolio
|
Q2 2025
Added 27.69%
|