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 |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
8,901
shares
|
$971,277
0.57% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
8,886
shares
|
$969,640
0.42% of portfolio
|
Q1 2025
Added 318.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
8,842
shares
|
$964,839
0.19% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,802
shares
|
$960,474
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
8,737
shares
|
$953,381
0.24% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,729
shares
|
$952,508
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
8,626
shares
|
$941,269
0.3% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,587
shares
|
$937,013
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,501
shares
|
$927,629
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
8,500
shares
|
$927,520
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
8,485
shares
|
$925,883
0.34% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
8,472
shares
|
$924,464
0.05% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,471
shares
|
$924,355
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
8,460
shares
|
$923,155
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,450
shares
|
$922,064
0.04% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
8,402
shares
|
$916,826
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,368
shares
|
$913,116
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,238
shares
|
$898,930
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,220
shares
|
$896,966
0.05% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,210
shares
|
$895,875
0.26% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
8,203
shares
|
$895,111
0.29% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
8,018
shares
|
$874,924
0.29% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
7,997
shares
|
$872,632
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,957
shares
|
$868,267
0.52% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
7,856
shares
|
$857,246
0.01% of portfolio
|
Q1 2025
Reduced 35.78%
|