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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
9,802
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,725
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
9,712
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
9,644
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,585
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,538
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 79.69%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,535
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
9,511
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,430
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
9,395
shares
|
$1.03 Million
1.08% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,373
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,361
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
9,182
shares
|
$1 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
9,173
shares
|
$1 Million
0.21% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
9,150
shares
|
$998,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,128
shares
|
$996,047
0.02% of portfolio
|
Q1 2025
Reduced 15.17%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
9,053
shares
|
$987,863
0.38% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
9,046
shares
|
$987,099
0.02% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,033
shares
|
$985,680
0.18% of portfolio
|
Q1 2025
Added 361.34%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
8,998
shares
|
$981,861
0.61% of portfolio
|
Q1 2025
Reduced 76.6%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,964
shares
|
$978,151
0.16% of portfolio
|
Q2 2023
Added 3485.6%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
8,950
shares
|
$976,624
0.89% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,934
shares
|
$974,878
0.49% of portfolio
|
Q1 2023
Reduced 30.09%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
8,926
shares
|
$974,005
0.42% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
8,901
shares
|
$971,277
0.57% of portfolio
|
Q1 2025
Reduced 10.34%
|