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 |
|---|---|---|---|---|---|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
3,036
shares
|
$331,288
0.12% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$327,360
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,945
shares
|
$321,358
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,936
shares
|
$320,376
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
2,926
shares
|
$319,285
0.15% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,910
shares
|
$317,539
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
2,886
shares
|
$314,920
0.07% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$314,483
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
2,882
shares
|
$314,483
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,868
shares
|
$312,956
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,866
shares
|
$312,737
0.18% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,853
shares
|
$311,319
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
2,845
shares
|
$310,446
0.17% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,845
shares
|
$310,446
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
2,840
shares
|
$309,900
0.11% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$309,573
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
2,830
shares
|
$308,809
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,818
shares
|
$307,500
0.01% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
2,800
shares
|
$305,536
0.18% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$305,536
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,777
shares
|
$303,026
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
2,762
shares
|
$301,389
0.29% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,744
shares
|
$299,425
0.03% of portfolio
|
Q2 2025
Reduced 21.62%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,741
shares
|
$299,097
0.02% of portfolio
|
Q2 2025
Reduced 99.38%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
2,715
shares
|
$296,260
0.01% of portfolio
|
Q1 2025
Reduced 89.18%
|