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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,480
shares
|
$613,814
0.0% of portfolio
|
Q2 2025
Added 26.59%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,472
shares
|
$612,918
0.07% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
5,433
shares
|
$608,550
0.03% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,430
shares
|
$608,214
0.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,381
shares
|
$602,725
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,371
shares
|
$601,605
0.11% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,303
shares
|
$593,989
0.02% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,300
shares
|
$593,653
0.02% of portfolio
|
Q1 2021
Reduced 5.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,279
shares
|
$591,300
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
5,269
shares
|
$590,180
0.38% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
5,221
shares
|
$584,804
0.11% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,158
shares
|
$577,747
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
5,144
shares
|
$576,179
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
5,137
shares
|
$575,395
0.29% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
5,117
shares
|
$573,155
0.1% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
5,100
shares
|
$571,251
0.29% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,062
shares
|
$566,994
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
5,000
shares
|
$560,050
0.15% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,988
shares
|
$558,705
0.17% of portfolio
|
Q2 2025
Reduced 52.35%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,983
shares
|
$558,145
0.17% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
4,977
shares
|
$557,473
0.38% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,791
shares
|
$536,639
0.22% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,785
shares
|
$535,967
0.02% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,770
shares
|
$534,287
0.03% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
4,767
shares
|
$533,951
0.49% of portfolio
|
Q2 2025
Added 19.12%
|