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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
2,005
shares
|
$218,785
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,977
shares
|
$215,730
0.02% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
1,966
shares
|
$214,529
0.15% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,955
shares
|
$213,329
0.0% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,952
shares
|
$213,002
0.05% of portfolio
|
Q4 2023
Reduced 23.66%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
1,950
shares
|
$212,784
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
1,949
shares
|
$212,674
0.03% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,947
shares
|
$212,456
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,947
shares
|
$212,456
0.02% of portfolio
|
Q2 2025
Reduced 25.46%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
1,945
shares
|
$212,238
0.12% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,944
shares
|
$212,129
0.11% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
1,916
shares
|
$209,073
0.1% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,914
shares
|
$208,855
0.11% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
1,907
shares
|
$208,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,906
shares
|
$207,982
0.01% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,900
shares
|
$207,328
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
1,900
shares
|
$207,328
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
1,897
shares
|
$207,000
0.03% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,867
shares
|
$203,727
0.1% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,859
shares
|
$202,854
0.01% of portfolio
|
Q1 2025
Reduced 87.56%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
1,854
shares
|
$202,308
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
1,848
shares
|
$201,653
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
1,845
shares
|
$201,326
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,841
shares
|
$200,889
0.01% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,820
shares
|
$198,598
0.01% of portfolio
|
Q4 2024
Reduced 35.46%
|