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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
4,312
shares
|
$470,525
0.19% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
4,289
shares
|
$468,015
0.12% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
4,277
shares
|
$466,706
0.45% of portfolio
|
Q1 2025
Added 32.46%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
4,235
shares
|
$462,123
0.42% of portfolio
|
Q2 2025
Reduced 97.5%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
4,231
shares
|
$461,686
0.06% of portfolio
|
Q1 2025
Reduced 42.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,213
shares
|
$459,722
0.04% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
4,180
shares
|
$456,121
0.33% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
4,179
shares
|
$456,012
0.04% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,157
shares
|
$453,611
0.02% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
4,147
shares
|
$452,520
0.17% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,117
shares
|
$449,247
0.15% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
4,086
shares
|
$445,864
0.04% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
4,056
shares
|
$442,590
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,050
shares
|
$441,936
0.01% of portfolio
|
Q1 2025
Reduced 95.68%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
4,017
shares
|
$438,335
0.08% of portfolio
|
Q1 2025
Added 110.53%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
4,014
shares
|
$438,007
0.22% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
4,002
shares
|
$436,698
0.42% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
4,000
shares
|
$436,480
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,988
shares
|
$435,170
0.0% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,985
shares
|
$434,843
0.07% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
3,977
shares
|
$433,970
0.31% of portfolio
|
Q1 2025
Added 47.46%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,974
shares
|
$433,642
0.12% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,955
shares
|
$431,569
0.02% of portfolio
|
Q1 2025
Reduced 23.84%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,951
shares
|
$431,133
0.02% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,951
shares
|
$431,133
0.13% of portfolio
|
Q3 2023
New holding
|