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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
238,067
shares
|
$26.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
237,585
shares
|
$26.6 Million
0.24% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
236,571
shares
|
$26.5 Million
0.49% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
236,539
shares
|
$26.5 Million
0.23% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
American Family Investments, Inc.
Madison, WI |
Aug 15, 2025 Q2 2025 |
230,000
shares
|
$25.8 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
225,032
shares
|
$25.2 Million
12.86% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
224,639
shares
|
$25.2 Million
0.05% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
223,369
shares
|
$25 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
221,950
shares
|
$24.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
220,779
shares
|
$24.7 Million
1.88% of portfolio
|
Q2 2025
Added 157.99%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
220,689
shares
|
$24.7 Million
9.52% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
214,000
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
211,318
shares
|
$23.7 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
209,214
shares
|
$23.4 Million
1.77% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
208,215
shares
|
$23.3 Million
0.87% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
207,684
shares
|
$23.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 52.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
204,954
shares
|
$23 Million
0.55% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
204,000
shares
|
$22.9 Million
0.65% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
201,553
shares
|
$22.6 Million
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
197,446
shares
|
$22.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
196,194
shares
|
$22 Million
4.58% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
195,238
shares
|
$21.9 Million
2.68% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
194,390
shares
|
$21.8 Million
0.03% of portfolio
|
Q2 2023
Reduced 5.49%
|
|
|
Silphium Asset Management LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
194,200
shares
|
$21.8 Million
7.58% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
194,186
shares
|
$21.8 Million
0.05% of portfolio
|
Q2 2025
Added 16.98%
|