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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,505
shares
|
$273,345
0.0% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,505
shares
|
$273,345
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,501
shares
|
$272,909
0.28% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
2,456
shares
|
$267,998
0.1% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,451
shares
|
$267,453
0.01% of portfolio
|
Q1 2025
Reduced 50.13%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,432
shares
|
$265,379
0.17% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
2,423
shares
|
$264,397
0.02% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,422
shares
|
$264,288
0.0% of portfolio
|
Q2 2022
Reduced 9.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,415
shares
|
$263,524
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,414
shares
|
$263,415
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,414
shares
|
$263,415
0.08% of portfolio
|
Q4 2024
Added 176.83%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
2,412
shares
|
$263,197
0.02% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
2,405
shares
|
$262,433
0.12% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,404
shares
|
$262,324
0.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
2,399
shares
|
$261,778
0.02% of portfolio
|
Q1 2025
Reduced 60.52%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,394
shares
|
$261,233
0.02% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,381
shares
|
$259,814
0.0% of portfolio
|
Q1 2025
Reduced 46.02%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,380
shares
|
$259,705
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
2,374
shares
|
$259,050
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
2,355
shares
|
$256,977
0.07% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
2,340
shares
|
$255,340
0.05% of portfolio
|
Q1 2025
Added 17.71%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
2,319
shares
|
$253,049
0.09% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,308
shares
|
$251,848
0.07% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,304
shares
|
$251,412
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,291
shares
|
$249,993
0.08% of portfolio
|
Q1 2025
Added 0.44%
|