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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,386
shares
|
$369,480
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
3,384
shares
|
$369,262
0.27% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,377
shares
|
$368,498
0.02% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,370
shares
|
$367,734
0.15% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,356
shares
|
$366,206
0.15% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,347
shares
|
$365,224
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,310
shares
|
$361,187
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
3,300
shares
|
$360,096
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,293
shares
|
$359,332
0.03% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,272
shares
|
$357,040
0.02% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
3,272
shares
|
$357,040
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,262
shares
|
$355,949
0.27% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
3,260
shares
|
$355,731
0.01% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,256
shares
|
$355,294
0.07% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
3,221
shares
|
$351,475
0.29% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,213
shares
|
$350,602
0.14% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,211
shares
|
$350,384
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,177
shares
|
$346,674
0.09% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,157
shares
|
$344,491
0.07% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,151
shares
|
$343,837
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,122
shares
|
$340,672
0.0% of portfolio
|
Q1 2025
Added 58.96%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,108
shares
|
$339,144
0.24% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
3,079
shares
|
$335,980
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
3,063
shares
|
$334,234
0.04% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,051
shares
|
$332,925
0.14% of portfolio
|
Q1 2023
Added 1.77%
|