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 1,210 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 |
---|---|---|---|---|---|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
84
shares
|
$9,153
0.01% of portfolio
|
Q2 2022
Added 950.0%
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
84
shares
|
$9,153
0.01% of portfolio
|
Q4 2024
Reduced 54.35%
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
83
shares
|
$9,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
80
shares
|
$8,717
0.01% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
80
shares
|
$8,717
0.01% of portfolio
|
Q2 2022
Added 166.67%
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
75
shares
|
$8,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
74
shares
|
$8,063
0.0% of portfolio
|
Q1 2025
Added 208.33%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
69
shares
|
$7,518
0.0% of portfolio
|
Q1 2023
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
69
shares
|
$7,518
0.02% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
69
shares
|
$7,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$7,192
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66
shares
|
$7,192
0.01% of portfolio
|
Q1 2024
Reduced 94.13%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
66
shares
|
$7,192
0.0% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
66
shares
|
$7,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
66
shares
|
$7,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
65
shares
|
$7,083
0.01% of portfolio
|
Q2 2024
New holding
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
61
shares
|
$6,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
55
shares
|
$5,993
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$5,993
0.0% of portfolio
|
Q1 2022
New holding
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
55
shares
|
$5,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
53
shares
|
$5,775
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$5,666
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
52
shares
|
$5,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
51
shares
|
$5,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
48
shares
|
$5,230
0.0% of portfolio
|
Q1 2025
Reduced 56.36%
|