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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
2,282
shares
|
$249,011
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
2,218
shares
|
$242,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,207
shares
|
$240,827
0.11% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,205
shares
|
$240,609
0.01% of portfolio
|
Q2 2023
Reduced 11.98%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,190
shares
|
$238,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,183
shares
|
$238,208
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,181
shares
|
$237,990
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,177
shares
|
$237,554
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,173
shares
|
$237,117
0.01% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,160
shares
|
$235,699
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,144
shares
|
$233,953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
2,140
shares
|
$233,516
0.04% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,137
shares
|
$233,189
0.04% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,123
shares
|
$231,661
0.07% of portfolio
|
Q4 2024
Reduced 97.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
2,112
shares
|
$230,461
0.0% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,111
shares
|
$230,352
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
2,108
shares
|
$230,024
0.09% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,105
shares
|
$229,697
0.04% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,100
shares
|
$229,152
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,070
shares
|
$225,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,057
shares
|
$224,459
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,054
shares
|
$224,132
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
2,052
shares
|
$223,914
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,037
shares
|
$222,277
0.1% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,013
shares
|
$219,658
0.03% of portfolio
|
Q1 2025
Reduced 1.85%
|