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 |
|---|---|---|---|---|---|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
2,657
shares
|
$289,533
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,652
shares
|
$288,988
0.09% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,650
shares
|
$288,770
0.05% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,631
shares
|
$286,700
0.05% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,625
shares
|
$286,046
0.12% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
2,622
shares
|
$285,719
0.16% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,622
shares
|
$285,719
0.01% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,603
shares
|
$283,648
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
2,602
shares
|
$283,539
0.0% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,600
shares
|
$283,322
0.02% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,589
shares
|
$282,123
0.12% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
2,574
shares
|
$280,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,571
shares
|
$280,161
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,542
shares
|
$277,001
0.19% of portfolio
|
Q2 2025
Added 50.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,539
shares
|
$276,674
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,525
shares
|
$275,149
0.03% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,516
shares
|
$274,168
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
2,513
shares
|
$273,841
0.05% of portfolio
|
Q4 2023
Reduced 21.74%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,512
shares
|
$273,732
0.0% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,505
shares
|
$272,969
0.0% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,505
shares
|
$272,969
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,501
shares
|
$272,533
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,501
shares
|
$272,533
0.28% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,458
shares
|
$267,848
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,451
shares
|
$267,085
0.01% of portfolio
|
Q1 2025
Reduced 50.13%
|