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 |
|---|---|---|---|---|---|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
24,694
shares
|
$2.69 Million
2.22% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
24,693
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 58.35%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
24,271
shares
|
$2.65 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
24,102
shares
|
$2.63 Million
2.64% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
24,019
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 60.51%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
23,850
shares
|
$2.6 Million
0.2% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
23,563
shares
|
$2.57 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
23,383
shares
|
$2.55 Million
0.02% of portfolio
|
Q1 2025
Added 28.9%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
23,188
shares
|
$2.53 Million
0.97% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
23,162
shares
|
$2.53 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
23,105
shares
|
$2.52 Million
1.71% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
23,101
shares
|
$2.52 Million
0.26% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
22,981
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
22,869
shares
|
$2.5 Million
0.21% of portfolio
|
Q1 2025
Reduced 49.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
22,767
shares
|
$2.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
22,627
shares
|
$2.47 Million
2.24% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,427
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
22,226
shares
|
$2.43 Million
1.97% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,141
shares
|
$2.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
22,128
shares
|
$2.41 Million
1.13% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
22,123
shares
|
$2.41 Million
1.48% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
22,064
shares
|
$2.41 Million
1.87% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
21,926
shares
|
$2.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
21,850
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.44%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
21,839
shares
|
$2.38 Million
0.62% of portfolio
|
Q1 2025
Reduced 16.05%
|