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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,594
shares
|
$173,698
0.03% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,554
shares
|
$169,339
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,512
shares
|
$164,762
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,488
shares
|
$162,147
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,475
shares
|
$160,730
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,429
shares
|
$155,718
0.0% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
1,416
shares
|
$154,301
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,360
shares
|
$148,199
0.05% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,324
shares
|
$144,276
0.01% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,294
shares
|
$141,007
0.01% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,280
shares
|
$139,481
0.03% of portfolio
|
Q4 2023
Reduced 35.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,278
shares
|
$139,263
0.0% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,277
shares
|
$139,154
0.01% of portfolio
|
Q4 2023
Added 83.21%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,235
shares
|
$134,577
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,187
shares
|
$129,347
0.01% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,161
shares
|
$126,514
0.1% of portfolio
|
Q1 2025
Added 6350.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,138
shares
|
$124,007
0.05% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,136
shares
|
$123,789
0.13% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,129
shares
|
$123,027
0.04% of portfolio
|
Q1 2025
Added 584.24%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,125
shares
|
$122,591
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,123
shares
|
$122,373
0.0% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,066
shares
|
$116,162
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,063
shares
|
$115,835
0.04% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,050
shares
|
$114,418
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,026
shares
|
$111,803
0.03% of portfolio
|
Q1 2025
Reduced 2.56%
|