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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
7,827
shares
|
$854,082
0.01% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
7,782
shares
|
$849,171
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
7,700
shares
|
$840,224
0.01% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
7,588
shares
|
$828,002
0.05% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,587
shares
|
$827,893
0.42% of portfolio
|
Q2 2022
Reduced 17.03%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
7,578
shares
|
$826,911
0.22% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,571
shares
|
$826,147
0.07% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
7,565
shares
|
$825,492
0.05% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
7,542
shares
|
$822,983
0.79% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,521
shares
|
$820,691
0.05% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
7,505
shares
|
$818,945
0.1% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
7,383
shares
|
$805,632
0.36% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,374
shares
|
$804,650
0.22% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
7,338
shares
|
$800,722
0.9% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
7,077
shares
|
$772,242
0.36% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,033
shares
|
$767,440
0.81% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
7,028
shares
|
$766,895
0.36% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,945
shares
|
$757,838
0.14% of portfolio
|
Q4 2022
Added 4.42%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
6,936
shares
|
$756,856
0.25% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,915
shares
|
$754,564
0.09% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
6,910
shares
|
$754,019
0.25% of portfolio
|
Q1 2024
Added 16.92%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,853
shares
|
$747,799
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,797
shares
|
$741,688
0.27% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
6,775
shares
|
$739,288
0.54% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,735
shares
|
$734,923
0.13% of portfolio
|
Q3 2024
Reduced 5.29%
|