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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,066
shares
|
$116,321
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,050
shares
|
$114,576
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,026
shares
|
$111,957
0.03% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,018
shares
|
$111,084
0.34% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,015
shares
|
$110,756
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
971
shares
|
$105,955
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
971
shares
|
$105,955
0.11% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
969
shares
|
$105,737
0.07% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
966
shares
|
$105,409
0.02% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
965
shares
|
$105,300
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
963
shares
|
$105,082
0.0% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
941
shares
|
$102,681
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
931
shares
|
$101,590
0.01% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
912
shares
|
$99,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
905
shares
|
$98,753
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
900
shares
|
$98,208
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
888
shares
|
$96,898
0.04% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
887
shares
|
$96,789
0.0% of portfolio
|
Q1 2025
Reduced 39.33%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
873
shares
|
$95,261
0.06% of portfolio
|
Q1 2025
Reduced 91.84%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
866
shares
|
$94,497
0.0% of portfolio
|
Q3 2020
Added 91.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
800
shares
|
$87,296
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
782
shares
|
$85,331
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
778
shares
|
$84,895
0.04% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
770
shares
|
$84,022
0.03% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$81,840
0.0% of portfolio
|
Q4 2022
New holding
|