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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,942
shares
|
$430,151
0.18% of portfolio
|
Q3 2023
Added 10.1%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,935
shares
|
$429,387
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
3,922
shares
|
$427,968
0.15% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
3,898
shares
|
$425,349
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
3,897
shares
|
$425,240
0.08% of portfolio
|
Q1 2025
Added 59.32%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,894
shares
|
$424,913
0.03% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,860
shares
|
$421,203
0.01% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$420,002
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,816
shares
|
$416,401
0.2% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
3,808
shares
|
$415,528
0.13% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,778
shares
|
$412,255
0.0% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
3,773
shares
|
$411,709
0.0% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,762
shares
|
$410,509
0.02% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
3,757
shares
|
$409,963
0.13% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,735
shares
|
$407,563
0.19% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,726
shares
|
$406,581
0.13% of portfolio
|
Q1 2025
Added 16.51%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,717
shares
|
$405,599
0.2% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,711
shares
|
$404,944
0.04% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,616
shares
|
$394,577
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,606
shares
|
$393,486
0.03% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,606
shares
|
$393,486
0.04% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,593
shares
|
$392,068
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,565
shares
|
$389,012
0.21% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
3,556
shares
|
$388,030
0.05% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
3,439
shares
|
$375,263
0.46% of portfolio
|
Q1 2025
New holding
|