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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,447
shares
|
$266,649
0.09% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
2,425
shares
|
$264,252
0.11% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
2,423
shares
|
$264,034
0.02% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,422
shares
|
$263,925
0.0% of portfolio
|
Q2 2022
Reduced 9.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,415
shares
|
$263,162
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,414
shares
|
$263,053
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,414
shares
|
$263,053
0.08% of portfolio
|
Q4 2024
Added 176.83%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
2,412
shares
|
$262,835
0.02% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,404
shares
|
$261,963
0.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
2,399
shares
|
$261,419
0.02% of portfolio
|
Q1 2025
Reduced 60.52%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,396
shares
|
$261,092
0.16% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,394
shares
|
$260,874
0.02% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,380
shares
|
$259,348
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
2,374
shares
|
$258,694
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,369
shares
|
$258,149
0.02% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
2,355
shares
|
$256,624
0.07% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
2,340
shares
|
$254,989
0.05% of portfolio
|
Q1 2025
Added 17.71%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,326
shares
|
$253,464
0.08% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
2,320
shares
|
$252,810
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,308
shares
|
$251,502
0.07% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
2,282
shares
|
$248,669
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,280
shares
|
$248,451
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,263
shares
|
$246,599
0.07% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,231
shares
|
$243,112
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|