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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31,564
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
31,075
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
30,980
shares
|
$3.38 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
30,642
shares
|
$3.34 Million
1.03% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
30,532
shares
|
$3.33 Million
2.85% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,279
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
30,260
shares
|
$3.3 Million
2.27% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
30,161
shares
|
$3.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
30,027
shares
|
$3.28 Million
0.14% of portfolio
|
Q1 2025
Added 69.18%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
30,024
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,601
shares
|
$3.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.34%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
29,585
shares
|
$3.23 Million
2.11% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
29,364
shares
|
$3.2 Million
0.45% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
29,330
shares
|
$3.2 Million
2.68% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
29,313
shares
|
$3.2 Million
0.26% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
29,257
shares
|
$3.19 Million
0.37% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
29,246
shares
|
$3.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
28,940
shares
|
$3.16 Million
2.29% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
28,790
shares
|
$3.14 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
28,498
shares
|
$3.11 Million
1.15% of portfolio
|
Q1 2023
Added 19.51%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
28,334
shares
|
$3.09 Million
0.29% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
28,310
shares
|
$3.09 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
28,175
shares
|
$3.07 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,165
shares
|
$3.07 Million
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
27,983
shares
|
$3.05 Million
1.29% of portfolio
|
Q1 2025
Added 7.84%
|