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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
12,254
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,105
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
12,101
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.44%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,046
shares
|
$1.31 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
12,019
shares
|
$1.31 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
12,000
shares
|
$1.31 Million
1.75% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
11,913
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 213.58%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
11,860
shares
|
$1.29 Million
1.67% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
11,775
shares
|
$1.28 Million
1.0% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
11,761
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,759
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,748
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
11,612
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
11,523
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
11,513
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
11,427
shares
|
$1.25 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.24 Million
0.72% of portfolio
|
Q2 2024
Added 60.4%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
11,360
shares
|
$1.24 Million
0.63% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
11,353
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
11,336
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Added 15014.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,291
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 42.38%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,262
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
11,223
shares
|
$1.22 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
11,180
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 246.24%
|