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 |
|---|---|---|---|---|---|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
650
shares
|
$70,830
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
600
shares
|
$65,382
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
597
shares
|
$65,055
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
594
shares
|
$64,728
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
593
shares
|
$64,619
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
569
shares
|
$62,003
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
560
shares
|
$61,023
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$58,516
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
531
shares
|
$57,863
0.02% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
531
shares
|
$57,863
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
527
shares
|
$57,427
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
503
shares
|
$54,811
0.0% of portfolio
|
Q1 2025
Added 102.82%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
500
shares
|
$54,485
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
500
shares
|
$54,485
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
486
shares
|
$52,959
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
448
shares
|
$48,818
0.03% of portfolio
|
Q2 2025
Reduced 48.68%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
445
shares
|
$48,491
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
430
shares
|
$46,857
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
427
shares
|
$46,530
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
421
shares
|
$45,876
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
421
shares
|
$45,876
0.02% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
420
shares
|
$45,767
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
420
shares
|
$45,767
0.0% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
388
shares
|
$42,280
0.02% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,408
0.01% of portfolio
|
Q3 2022
New holding
|