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 1,213 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
37,060
shares
|
$4.04 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
36,631
shares
|
$4 Million
0.13% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
35,946
shares
|
$3.92 Million
0.89% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
35,857
shares
|
$3.91 Million
1.81% of portfolio
|
Q1 2025
Reduced 65.64%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
35,588
shares
|
$3.88 Million
0.55% of portfolio
|
Q1 2025
Added 32.37%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
34,943
shares
|
$3.81 Million
2.37% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
34,855
shares
|
$3.8 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
34,704
shares
|
$3.79 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
34,655
shares
|
$3.78 Million
0.18% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,616
shares
|
$3.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.98%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
34,578
shares
|
$3.77 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
34,199
shares
|
$3.73 Million
0.22% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,949
shares
|
$3.7 Million
0.07% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
33,742
shares
|
$3.68 Million
0.82% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
33,642
shares
|
$3.67 Million
1.99% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
33,388
shares
|
$3.64 Million
2.32% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
33,369
shares
|
$3.64 Million
2.73% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
33,023
shares
|
$3.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 89.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
32,763
shares
|
$3.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
32,304
shares
|
$3.53 Million
0.03% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,174
shares
|
$3.51 Million
0.37% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
31,988
shares
|
$3.49 Million
3.37% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
31,887
shares
|
$3.48 Million
3.33% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
31,798
shares
|
$3.47 Million
0.39% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,675
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|