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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
427
shares
|
$46,594
0.02% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
427
shares
|
$46,594
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
421
shares
|
$45,939
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
420
shares
|
$45,830
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
420
shares
|
$45,830
0.0% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
413
shares
|
$45,066
0.0% of portfolio
|
Q1 2025
Added 27.08%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
388
shares
|
$42,338
0.02% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,465
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
378
shares
|
$41,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$40,265
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
368
shares
|
$40,156
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
367
shares
|
$40,047
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
365
shares
|
$39,828
0.01% of portfolio
|
Q1 2025
Added 172.39%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
357
shares
|
$38,955
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
354
shares
|
$38,628
0.01% of portfolio
|
Q3 2022
Reduced 50.21%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
354
shares
|
$38,628
0.02% of portfolio
|
Q1 2025
Reduced 48.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
352
shares
|
$38,410
0.02% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$36,227
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
314
shares
|
$34,263
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$32,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
298
shares
|
$32,517
0.02% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$31,863
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$30,880
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
278
shares
|
$30,335
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
277
shares
|
$30,226
0.01% of portfolio
|
Q4 2024
Reduced 12.62%
|