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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
469
shares
|
$52,532
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
448
shares
|
$50,180
0.03% of portfolio
|
Q2 2025
Reduced 48.68%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
446
shares
|
$49,956
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
430
shares
|
$48,164
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
427
shares
|
$47,828
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
421
shares
|
$47,156
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
421
shares
|
$47,156
0.02% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
420
shares
|
$47,044
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
403
shares
|
$45,140
0.0% of portfolio
|
Q2 2025
Reduced 99.6%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
383
shares
|
$42,899
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$42,563
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
378
shares
|
$42,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$41,331
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
368
shares
|
$41,219
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
367
shares
|
$41,107
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
365
shares
|
$40,883
0.01% of portfolio
|
Q1 2025
Added 172.39%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
359
shares
|
$40,211
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
354
shares
|
$39,651
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
344
shares
|
$38,531
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
332
shares
|
$37,187
0.01% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$37,187
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
314
shares
|
$35,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
306
shares
|
$34,275
0.0% of portfolio
|
Q2 2025
Reduced 67.13%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
297
shares
|
$33,266
0.0% of portfolio
|
Q2 2025
Reduced 40.95%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$32,706
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|