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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,936
shares
|
$319,935
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,931
shares
|
$319,391
0.01% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,910
shares
|
$317,102
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$314,051
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
2,882
shares
|
$314,051
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,868
shares
|
$312,525
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,866
shares
|
$312,308
0.18% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,853
shares
|
$310,891
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
2,845
shares
|
$310,019
0.17% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,845
shares
|
$310,019
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
2,840
shares
|
$309,474
0.11% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$309,147
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$305,116
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,790
shares
|
$304,026
0.16% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,777
shares
|
$302,609
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,744
shares
|
$299,013
0.03% of portfolio
|
Q2 2025
Reduced 21.62%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,741
shares
|
$298,686
0.02% of portfolio
|
Q2 2025
Reduced 99.38%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,735
shares
|
$298,032
0.14% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
2,715
shares
|
$295,853
0.01% of portfolio
|
Q1 2025
Reduced 89.18%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,711
shares
|
$295,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
2,704
shares
|
$294,654
0.18% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,674
shares
|
$291,385
0.21% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$291,058
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,660
shares
|
$289,860
0.01% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,660
shares
|
$289,860
0.0% of portfolio
|
Q1 2025
Added 9.11%
|