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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
739
shares
|
$80,639
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
717
shares
|
$78,239
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
703
shares
|
$76,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
698
shares
|
$76,165
0.06% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
678
shares
|
$73,983
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
659
shares
|
$71,910
0.01% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
650
shares
|
$70,928
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
623
shares
|
$67,981
0.01% of portfolio
|
Q1 2025
Added 179.37%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
600
shares
|
$65,472
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
597
shares
|
$65,144
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
594
shares
|
$64,817
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
589
shares
|
$64,271
0.0% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
581
shares
|
$63,398
0.01% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
569
shares
|
$62,089
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
560
shares
|
$61,107
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$58,597
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
531
shares
|
$57,942
0.03% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
531
shares
|
$57,942
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
527
shares
|
$57,506
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
505
shares
|
$55,105
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
503
shares
|
$54,887
0.0% of portfolio
|
Q1 2025
Added 102.82%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
500
shares
|
$54,560
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
500
shares
|
$54,560
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
486
shares
|
$53,032
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
445
shares
|
$48,558
0.01% of portfolio
|
Q1 2025
New holding
|