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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
6,683
shares
|
$729,248
0.01% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,682
shares
|
$729,139
0.01% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
6,660
shares
|
$726,739
0.08% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
6,640
shares
|
$724,556
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
6,616
shares
|
$721,937
0.06% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
6,527
shares
|
$712,226
0.27% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,503
shares
|
$709,607
0.1% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
6,465
shares
|
$705,460
0.09% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
6,450
shares
|
$703,824
0.41% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,401
shares
|
$698,477
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
6,389
shares
|
$697,167
0.3% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,385
shares
|
$696,731
0.54% of portfolio
|
Q3 2021
Added 54.34%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
6,357
shares
|
$693,675
0.16% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6,332
shares
|
$690,947
0.0% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
6,265
shares
|
$683,636
0.54% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
6,231
shares
|
$679,926
0.05% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,202
shares
|
$676,762
0.04% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,186
shares
|
$675,016
0.68% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
6,178
shares
|
$674,143
0.4% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
6,175
shares
|
$673,816
0.15% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,174
shares
|
$673,706
0.02% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
6,135
shares
|
$669,451
0.58% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,122
shares
|
$668,032
0.3% of portfolio
|
Q1 2025
Added 110.6%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
6,050
shares
|
$660,176
0.27% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,029
shares
|
$657,884
0.08% of portfolio
|
Q2 2025
Reduced 4.16%
|