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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,752
shares
|
$518,538
0.01% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,719
shares
|
$514,937
0.01% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
4,708
shares
|
$513,736
0.04% of portfolio
|
Q1 2025
Reduced 40.2%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
4,700
shares
|
$512,864
0.25% of portfolio
|
Q2 2022
Reduced 86.38%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,679
shares
|
$510,572
0.05% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,661
shares
|
$508,608
0.55% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
4,603
shares
|
$502,279
0.24% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,600
shares
|
$501,952
0.02% of portfolio
|
Q1 2025
Added 77.4%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,582
shares
|
$499,987
0.13% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,567
shares
|
$498,351
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,565
shares
|
$498,132
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,560
shares
|
$497,587
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
4,532
shares
|
$494,531
0.06% of portfolio
|
Q1 2025
Reduced 54.58%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
4,524
shares
|
$493,658
0.22% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
4,509
shares
|
$492,022
0.08% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,488
shares
|
$489,730
0.01% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,453
shares
|
$485,911
0.01% of portfolio
|
Q1 2025
Reduced 75.13%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
4,452
shares
|
$485,802
0.15% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,450
shares
|
$485,584
0.19% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,428
shares
|
$483,183
0.07% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
4,423
shares
|
$482,637
0.02% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,406
shares
|
$480,782
0.05% of portfolio
|
Q1 2025
Added 35.28%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,332
shares
|
$472,707
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,329
shares
|
$472,380
0.0% of portfolio
|
Q1 2025
Reduced 61.55%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
4,326
shares
|
$472,053
0.31% of portfolio
|
Q1 2025
Reduced 0.89%
|