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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
16,113
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,055
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 56.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
16,041
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,990
shares
|
$1.74 Million
0.2% of portfolio
|
Q1 2025
Added 32.03%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,958
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
15,909
shares
|
$1.74 Million
0.95% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
15,655
shares
|
$1.71 Million
0.1% of portfolio
|
Q1 2025
Added 32.62%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,561
shares
|
$1.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 63.83%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
15,523
shares
|
$1.69 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,309
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
15,243
shares
|
$1.66 Million
1.38% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,138
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,099
shares
|
$1.65 Million
0.09% of portfolio
|
Q1 2025
Reduced 85.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
15,094
shares
|
$1.65 Million
0.16% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
15,000
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
14,978
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
14,877
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
14,744
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
14,333
shares
|
$1.56 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
14,313
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Added 69.48%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
14,197
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
14,108
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
13,927
shares
|
$1.52 Million
1.02% of portfolio
|
Q1 2025
Added 40.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,883
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,876
shares
|
$1.51 Million
0.15% of portfolio
|
Q1 2025
Added 29.95%
|