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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
18,456
shares
|
$2.01 Million
2.49% of portfolio
|
Q2 2022
Reduced 5.9%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
18,210
shares
|
$1.99 Million
1.58% of portfolio
|
Q1 2025
Reduced 98.96%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
18,170
shares
|
$1.98 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,136
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2023
Added 39.46%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
17,981
shares
|
$1.96 Million
1.5% of portfolio
|
Q1 2025
Added 67.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
17,863
shares
|
$1.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 52.84%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
17,775
shares
|
$1.94 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,766
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2022
Added 6.99%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
17,676
shares
|
$1.93 Million
0.33% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
17,478
shares
|
$1.91 Million
1.76% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,451
shares
|
$1.9 Million
0.38% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,381
shares
|
$1.9 Million
0.66% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
17,377
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
16,845
shares
|
$1.84 Million
0.8% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
16,842
shares
|
$1.84 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
16,831
shares
|
$1.84 Million
1.12% of portfolio
|
Q1 2025
Added 220.9%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
16,780
shares
|
$1.83 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,694
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
16,661
shares
|
$1.82 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
16,639
shares
|
$1.82 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
16,598
shares
|
$1.81 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
16,497
shares
|
$1.8 Million
1.32% of portfolio
|
Q1 2025
Added 37.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
16,482
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,347
shares
|
$1.78 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
16,263
shares
|
$1.77 Million
0.17% of portfolio
|
Q1 2025
Reduced 17.63%
|