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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
77,221
shares
|
$8.65 Million
0.93% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
77,000
shares
|
$8.62 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
76,944
shares
|
$8.62 Million
0.58% of portfolio
|
Q2 2025
Reduced 60.19%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
76,497
shares
|
$8.57 Million
0.72% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
75,660
shares
|
$8.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
75,467
shares
|
$8.45 Million
1.86% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
74,462
shares
|
$8.34 Million
4.42% of portfolio
|
Q2 2025
New holding
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
74,360
shares
|
$8.33 Million
0.67% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
74,224
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
National Mutual Funds Management LTD
Sydney, C3 |
May 15, 2025 Q1 2025 |
72,751
shares
|
$8.15 Million
100.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,219
shares
|
$8.09 Million
0.02% of portfolio
|
Q2 2025
Added 143.97%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
71,727
shares
|
$8.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
71,383
shares
|
$8 Million
0.12% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
71,340
shares
|
$7.99 Million
2.12% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
70,803
shares
|
$7.93 Million
1.4% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
70,733
shares
|
$7.92 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jul 23, 2025 Q2 2025 |
69,804
shares
|
$7.82 Million
5.78% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
69,735
shares
|
$7.81 Million
1.95% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
69,347
shares
|
$7.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
69,073
shares
|
$7.74 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
68,218
shares
|
$7.64 Million
1.52% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
67,910
shares
|
$7.61 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
67,739
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
66,470
shares
|
$7.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
66,288
shares
|
$7.42 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.37%
|