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 |
|---|---|---|---|---|---|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
6,000
shares
|
$654,720
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,000
shares
|
$654,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,975
shares
|
$651,992
0.4% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
5,972
shares
|
$651,664
0.59% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
5,946
shares
|
$648,827
0.03% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,943
shares
|
$648,500
0.06% of portfolio
|
Q4 2022
Added 19.34%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
5,939
shares
|
$648,063
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
5,899
shares
|
$643,698
0.47% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
5,881
shares
|
$641,734
0.39% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,846
shares
|
$637,915
0.05% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,788
shares
|
$631,586
0.08% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
5,782
shares
|
$630,931
0.01% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,720
shares
|
$624,166
0.05% of portfolio
|
Q1 2025
Reduced 18.06%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,706
shares
|
$622,638
0.34% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,667
shares
|
$618,383
0.0% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,666
shares
|
$618,273
0.09% of portfolio
|
Q1 2025
Reduced 21.11%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,608
shares
|
$611,944
0.12% of portfolio
|
Q1 2024
Reduced 67.29%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
5,576
shares
|
$608,453
0.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
5,516
shares
|
$601,905
0.02% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
5,500
shares
|
$600,160
0.32% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,472
shares
|
$597,104
0.07% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,430
shares
|
$592,521
0.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,381
shares
|
$587,174
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,380
shares
|
$587,065
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,371
shares
|
$586,083
0.11% of portfolio
|
Q4 2024
Added 0.96%
|