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 |
|---|---|---|---|---|---|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$5,012
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
45
shares
|
$4,903
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,467
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$3,813
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
35
shares
|
$3,813
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,704
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,269
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
30
shares
|
$3,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
26
shares
|
$2,833
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
25
shares
|
$2,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
25
shares
|
$2,724
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
23
shares
|
$2,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
23
shares
|
$2,506
0.0% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
22
shares
|
$2,397
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$2,397
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$2,179
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
18
shares
|
$1,961
0.0% of portfolio
|
Q4 2024
Reduced 80.43%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
17
shares
|
$1,852
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
17
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
Reduced 63.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
17
shares
|
$1,852
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,634
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
14
shares
|
$1,525
0.0% of portfolio
|
Q2 2025
Reduced 56.25%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13
shares
|
$1,416
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6
shares
|
$653
0.0% of portfolio
|
Q1 2025
New holding
|