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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$84,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
724
shares
|
$81,095
0.01% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
721
shares
|
$80,759
0.06% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
703
shares
|
$78,743
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
698
shares
|
$78,182
0.0% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
683
shares
|
$76,502
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
682
shares
|
$76,390
0.01% of portfolio
|
Q2 2025
Reduced 56.11%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
675
shares
|
$75,606
0.01% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
669
shares
|
$74,934
0.0% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
650
shares
|
$72,806
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
636
shares
|
$71,238
0.02% of portfolio
|
Q2 2025
Reduced 38.01%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
594
shares
|
$66,533
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
593
shares
|
$66,421
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
582
shares
|
$65,189
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
569
shares
|
$63,733
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
560
shares
|
$62,725
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
558
shares
|
$62,501
0.07% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
541
shares
|
$60,597
0.03% of portfolio
|
Q2 2025
Added 52.82%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$60,149
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
531
shares
|
$59,477
0.02% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
531
shares
|
$59,477
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$56,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
500
shares
|
$56,005
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
500
shares
|
$56,005
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
486
shares
|
$54,436
0.04% of portfolio
|
Q3 2024
New holding
|