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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
11,166
shares
|
$1.22 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
11,160
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,088
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
11,039
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
11,003
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,899
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
10,869
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
10,841
shares
|
$1.18 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
10,742
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 74.26%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
10,710
shares
|
$1.17 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,592
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
10,566
shares
|
$1.15 Million
0.7% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
10,514
shares
|
$1.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,494
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,476
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
10,467
shares
|
$1.14 Million
0.39% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,436
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10,329
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
10,236
shares
|
$1.12 Million
0.23% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
10,227
shares
|
$1.12 Million
0.27% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
10,126
shares
|
$1.1 Million
0.68% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
10,008
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
9,992
shares
|
$1.09 Million
0.93% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,952
shares
|
$1.09 Million
0.5% of portfolio
|
Q4 2023
Reduced 6.12%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
9,951
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 40.35%
|