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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
175
shares
|
$19,069
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
172
shares
|
$18,742
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
164
shares
|
$17,871
0.01% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
156
shares
|
$16,999
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
154
shares
|
$16,781
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
151
shares
|
$16,454
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$13,839
0.01% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
122
shares
|
$13,294
0.0% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
122
shares
|
$13,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$12,967
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
119
shares
|
$12,967
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
118
shares
|
$12,858
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
117
shares
|
$12,749
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
116
shares
|
$12,640
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
112
shares
|
$12,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
111
shares
|
$12,095
0.01% of portfolio
|
Q4 2023
Added 236.36%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
110
shares
|
$11,986
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
108
shares
|
$11,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
104
shares
|
$11,332
0.01% of portfolio
|
Q1 2025
Reduced 65.79%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$10,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
100
shares
|
$10,897
0.0% of portfolio
|
Q1 2025
Reduced 74.81%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
95
shares
|
$10,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
88
shares
|
$9,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
85
shares
|
$9,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
85
shares
|
$9,262
0.0% of portfolio
|
Q2 2023
Reduced 70.69%
|