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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
44,394
shares
|
$4.97 Million
1.71% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,212
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
42,994
shares
|
$4.82 Million
0.91% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
42,910
shares
|
$4.81 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
42,460
shares
|
$4.76 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
41,714
shares
|
$4.67 Million
0.36% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
40,991
shares
|
$4.59 Million
0.66% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,812
shares
|
$4.57 Million
0.18% of portfolio
|
Q2 2020
Added 6.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
40,795
shares
|
$4.57 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
40,385
shares
|
$4.52 Million
3.52% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
40,186
shares
|
$4.5 Million
0.86% of portfolio
|
Q2 2025
Added 532.15%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
40,000
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.62%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
39,530
shares
|
$4.43 Million
3.11% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
39,267
shares
|
$4.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
39,180
shares
|
$4.39 Million
1.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
39,159
shares
|
$4.39 Million
0.12% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
38,887
shares
|
$4.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
38,764
shares
|
$4.34 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
38,068
shares
|
$4.26 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,814
shares
|
$4.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
37,788
shares
|
$4.23 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
37,582
shares
|
$4.21 Million
2.45% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
37,393
shares
|
$4.19 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
37,306
shares
|
$4.18 Million
0.9% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
37,081
shares
|
$4.15 Million
1.38% of portfolio
|
Q2 2025
Reduced 28.2%
|