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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,711
shares
|
$295,824
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
2,704
shares
|
$295,060
0.18% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
2,689
shares
|
$293,423
0.11% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,674
shares
|
$291,786
0.21% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$291,459
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,660
shares
|
$290,259
0.01% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,660
shares
|
$290,259
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
2,657
shares
|
$289,931
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,652
shares
|
$289,386
0.09% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,650
shares
|
$289,168
0.05% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,631
shares
|
$287,094
0.05% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,625
shares
|
$286,440
0.12% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
2,622
shares
|
$286,112
0.16% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,622
shares
|
$286,112
0.01% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,603
shares
|
$284,039
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
2,602
shares
|
$283,930
0.0% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,600
shares
|
$283,712
0.02% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,589
shares
|
$282,511
0.12% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
2,574
shares
|
$280,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,571
shares
|
$280,547
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,539
shares
|
$277,055
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,525
shares
|
$275,528
0.03% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,516
shares
|
$274,545
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
2,513
shares
|
$274,218
0.05% of portfolio
|
Q4 2023
Reduced 21.74%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,512
shares
|
$274,109
0.0% of portfolio
|
Q1 2025
Added 4.36%
|