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 1,217 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 $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$2,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
18
shares
|
$1,939
0.0% of portfolio
|
Q4 2024
Reduced 80.43%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
17
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
17
shares
|
$1,832
0.0% of portfolio
|
Q1 2025
Reduced 63.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
17
shares
|
$1,832
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,616
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13
shares
|
$1,401
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
6
shares
|
$646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
4
shares
|
$431
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2
shares
|
$215
0.0% of portfolio
|
Q1 2025
Reduced 95.74%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|