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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,340
shares
|
$582,700
0.24% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,300
shares
|
$578,336
0.02% of portfolio
|
Q1 2021
Reduced 5.69%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,300
shares
|
$578,336
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,242
shares
|
$572,007
0.02% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
5,197
shares
|
$567,096
0.07% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
5,165
shares
|
$563,604
0.32% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
5,098
shares
|
$556,293
0.3% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,070
shares
|
$553,238
0.06% of portfolio
|
Q1 2025
Reduced 30.12%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,048
shares
|
$550,837
0.18% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,042
shares
|
$550,183
0.06% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,038
shares
|
$549,746
0.03% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,023
shares
|
$548,109
0.01% of portfolio
|
Q1 2025
Reduced 77.68%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
5,000
shares
|
$545,600
0.15% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
4,977
shares
|
$543,090
0.43% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
4,967
shares
|
$541,999
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
4,937
shares
|
$538,725
0.07% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
4,924
shares
|
$537,306
0.07% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,896
shares
|
$534,251
0.02% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
4,827
shares
|
$526,722
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,803
shares
|
$524,103
0.06% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,791
shares
|
$522,793
0.22% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
4,790
shares
|
$522,684
0.0% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
4,787
shares
|
$522,357
0.42% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,770
shares
|
$520,502
0.03% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,753
shares
|
$518,647
0.34% of portfolio
|
Q4 2024
Reduced 3.22%
|