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 1,217 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 $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$80,827
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
739
shares
|
$79,642
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
717
shares
|
$77,271
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
703
shares
|
$75,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
698
shares
|
$75,223
0.06% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
678
shares
|
$73,068
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
659
shares
|
$71,020
0.01% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
650
shares
|
$70,050
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
623
shares
|
$67,140
0.01% of portfolio
|
Q1 2025
Added 179.37%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
600
shares
|
$64,662
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
597
shares
|
$64,338
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
594
shares
|
$64,015
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
589
shares
|
$63,476
0.0% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
581
shares
|
$62,614
0.01% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
569
shares
|
$61,321
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
560
shares
|
$60,351
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$57,872
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
531
shares
|
$57,225
0.03% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
527
shares
|
$56,794
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
513
shares
|
$55,286
0.0% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
505
shares
|
$54,423
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
503
shares
|
$54,208
0.0% of portfolio
|
Q1 2025
Added 102.82%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
500
shares
|
$53,885
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
500
shares
|
$53,885
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
486
shares
|
$52,376
0.04% of portfolio
|
Q3 2024
New holding
|