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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
21,650
shares
|
$2.36 Million
0.09% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,480
shares
|
$2.34 Million
0.68% of portfolio
|
Q2 2023
Added 7.4%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
21,274
shares
|
$2.32 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
20,893
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 83.53%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
20,759
shares
|
$2.27 Million
0.67% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
20,616
shares
|
$2.25 Million
0.47% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
20,252
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2025
Added 49.79%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,156
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,131
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 73.08%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
20,000
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 96.49%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
19,923
shares
|
$2.17 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
19,759
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 36.13%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
19,713
shares
|
$2.15 Million
0.44% of portfolio
|
Q1 2025
Added 52.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
19,655
shares
|
$2.14 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
19,589
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
19,388
shares
|
$2.12 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
19,323
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2022
Added 6.66%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
19,285
shares
|
$2.1 Million
1.5% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,283
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
19,125
shares
|
$2.09 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
18,802
shares
|
$2.05 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
18,733
shares
|
$2.04 Million
0.21% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
18,610
shares
|
$2.03 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
18,547
shares
|
$2.02 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
18,474
shares
|
$2.02 Million
0.57% of portfolio
|
Q1 2025
Added 8.98%
|