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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
378
shares
|
$41,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$40,209
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
368
shares
|
$40,100
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
367
shares
|
$39,991
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
365
shares
|
$39,774
0.01% of portfolio
|
Q1 2025
Added 172.39%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
359
shares
|
$39,120
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
354
shares
|
$38,575
0.02% of portfolio
|
Q1 2025
Reduced 48.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
352
shares
|
$38,357
0.02% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
332
shares
|
$36,178
0.01% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$36,178
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
314
shares
|
$34,216
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
306
shares
|
$33,344
0.0% of portfolio
|
Q2 2025
Reduced 67.13%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$32,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$31,819
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$30,838
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
278
shares
|
$30,293
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
277
shares
|
$30,184
0.01% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
275
shares
|
$29,966
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271
shares
|
$29,530
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
271
shares
|
$29,530
0.0% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$29,421
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
268
shares
|
$29,203
0.02% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
265
shares
|
$28,877
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
264
shares
|
$28,768
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
260
shares
|
$28,332
0.0% of portfolio
|
Q2 2025
Added 5.26%
|