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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,803
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,758
shares
|
$1.5 Million
0.5% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
13,694
shares
|
$1.49 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
13,598
shares
|
$1.48 Million
0.48% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
13,594
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,566
shares
|
$1.48 Million
0.88% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
13,526
shares
|
$1.48 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
13,495
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,457
shares
|
$1.47 Million
0.55% of portfolio
|
Q3 2023
Reduced 31.26%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
13,424
shares
|
$1.46 Million
0.69% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
13,360
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,335
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
13,317
shares
|
$1.45 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
13,313
shares
|
$1.45 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,311
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,091
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,034
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
13,030
shares
|
$1.42 Million
5.3% of portfolio
|
Q1 2023
Reduced 97.64%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
12,987
shares
|
$1.42 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
12,927
shares
|
$1.41 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
12,870
shares
|
$1.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 81.86%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
12,869
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
12,835
shares
|
$1.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,672
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Added 84.75%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,507
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.83%
|