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 |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
119,860
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
119,303
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
119,090
shares
|
$13.3 Million
6.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
114,723
shares
|
$12.9 Million
6.41% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
114,489
shares
|
$12.8 Million
6.06% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
112,540
shares
|
$12.6 Million
2.04% of portfolio
|
Q1 2024
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
112,184
shares
|
$12.6 Million
4.78% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
112,175
shares
|
$12.6 Million
6.2% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
111,736
shares
|
$12.5 Million
6.1% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
110,959
shares
|
$12.4 Million
0.17% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
110,282
shares
|
$12.4 Million
0.06% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
108,681
shares
|
$12.2 Million
1.63% of portfolio
|
Q2 2025
Added 82.49%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
107,796
shares
|
$12.1 Million
0.07% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
106,939
shares
|
$12 Million
1.86% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
103,851
shares
|
$11.6 Million
2.52% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
103,399
shares
|
$11.6 Million
0.59% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
103,253
shares
|
$11.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
102,642
shares
|
$11.5 Million
13.09% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
101,722
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
100,209
shares
|
$11.2 Million
0.14% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
98,553
shares
|
$11 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
98,141
shares
|
$11 Million
3.14% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
98,127
shares
|
$11 Million
1.37% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
97,300
shares
|
$10.9 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.25%
|