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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,018
shares
|
$110,931
0.34% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,015
shares
|
$110,604
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
971
shares
|
$105,809
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
971
shares
|
$105,809
0.11% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
969
shares
|
$105,591
0.07% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
966
shares
|
$105,265
0.02% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
965
shares
|
$105,156
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
963
shares
|
$104,938
0.0% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
941
shares
|
$102,540
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
912
shares
|
$99,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
900
shares
|
$98,073
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
888
shares
|
$96,765
0.04% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
866
shares
|
$94,368
0.0% of portfolio
|
Q3 2020
Added 91.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
800
shares
|
$87,176
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
778
shares
|
$84,778
0.03% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
770
shares
|
$83,906
0.03% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$81,727
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
717
shares
|
$78,131
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
703
shares
|
$76,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
703
shares
|
$76,605
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
698
shares
|
$76,061
0.0% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
698
shares
|
$76,061
0.06% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
683
shares
|
$74,426
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
669
shares
|
$72,900
0.0% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
659
shares
|
$71,811
0.01% of portfolio
|
Q1 2025
Reduced 82.0%
|